Resources
FinE Lab develops research-based tools and learning materials that connect behavioral personal finance, responsible technology, and applied financial planning. These resources are designed for students, educators, practitioners, and members of the public seeking accessible, evidence-informed financial education.
FinE Tools and Learning Experiences
FinE Companion
FinE Companion is a free, bilingual, browser-based public-service resource designed to help individuals understand their financial situation, explore planning choices, and prepare clear next steps. No account or email registration is required, and users’ information remains in their browser.
FinE Planning Suite
The FinE Planning Suite expands this public-service work into focused tools for tax, insurance, estate, investment, retirement, and related planning areas. The first public modules are in the final stages of development and are expected to become available between mid-October and early November 2026.
FinE Tax Planning (forthcoming)
FinE Estate Planning (forthcoming)
FinE Insurance Planning (forthcoming)
FinE Retirement Planning (forthcoming)
FinE Investment Planning (forthcoming)
Course Materials
Selected course materials support Purdue teaching in personal finance, financial planning, ethics and compliance, and service-industry analytics. Some resources are publicly available, while course-specific materials are limited to Purdue students with authorized access. Student records and Brightspace-restricted content are not included.
- HTM 514 — Business Analytics for Service Industries (Purdue students only: Open Resource)
- CSR 414 — Tax & Estate in Financial Planning (Purdue students only: Open Tax, Open Estate)
- CSR 342 — Personal Finance (public FinE Companion resources available above)
- CSR 481 — Ethics and Compliance in Financial Services (interactive learning resources available below)
Ethics and Compliance Learning Resources
These interactive examples accompany Ethics and Compliance in Financial Services: Case Studies and Practical Examples from North America and support case-based learning in Purdue CSR 481 and other financial-services education settings.
Available interactive examples:
- Chapter 1: Introduction to Ethics in the Financial Services Profession
- Chapter 4: The Ethical Mind — Psychology, Fraud, and Decision-Making
- Chapter 8: Ethics in Client-Facing Roles
- Chapter 12: Real-World Case Studies in Ethics and Compliance
Each module includes concept review, knowledge checks, applied cases, and interactive exercises. User progress is stored locally in the browser.
Books
FinE Lab’s books connect behavioral personal finance, professional ethics, and artificial intelligence with research, teaching, and applied practice.
Artificial Intelligence in Financial Services: Concepts and the Applications (2026)
Wookjae Heo, Eunchan Kim, and Junhyug Noh. A practical introduction to artificial intelligence and its applications in financial services, including machine learning, deep learning, large language models, governance, explainability, and responsible implementation.
Ethics and Compliance in Financial Services: Case Studies and Practical Examples from North America (2026)
Wookjae Heo and John E. Grable. A practice-oriented textbook connecting ethical frameworks, behavioral insights, regulation, compliance, and client-facing decision-making.
The Demand for Life Insurance: Dynamic Ecological Systemic Theory Using Machine Learning Techniques (2020)
Wookjae Heo. An early book-length application of machine learning to household financial behavior, life-insurance demand, estimation, and prediction.