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The History Of Financial Planning. How Financial Planners Have Transformed Financial Services.

The History Of Financial Planning. How Financial Planners Have Transformed Financial Services.

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  • ISBN:9780470180747
  • Editorial: Wiley & Sons Ltd.
  • Fecha de la edición:
  • Encuadernación:Tapa dura
  • Dimensiones: 0 cm x 0 cm
  • Nº Pág.:448
  • Idiomas:Ingles,Inglés

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This is the first book to provide a comprehensive history of the financial planning profession. Backed by the Financial Planning Association, "The History of Financial Planning" offers a clear overview of the industry and how it has changed over the years. This book chronicles the history of the profession with explanations of how the financial planning movement has grown beyond the United States to other countries, particularly in the last 15 years."The History of Financial Planning" also demonstrates how the work of key researchers has influenced the rise of the financial planning profession, and names "four initial engines of growth" that contributed to the success of financial planning.

Preface.Acknowledgments.Timeline.Chapter 1. Before 1969: Setting the Stage for an Emerging Profession.Chapter 2. 1970-1974: The Three Initial Engines of the Financial Planning Movement Began to Function.Chapter 3. 1975-1979: A Period of Base Building and Continuing Struggle.Chapter 4. 1980-1984 Building on the Base: Accelerating Growth and Reaching Critical Mass.Chapter 5. 1985-1989: The Certified Financial Planner Board of Standards Raised the Movement to a New Level.Chapter 6. 1990-1994: Financial Planning's Growth in the United States and the Beginning of CFPa Certification Growth Worldwide.Chapter 7. 1995-1999: More Maturity of the Movement and Profession in the United States and a Great Leap Forward Worldwide.Chapter 8. 2000-2004 Beginning the New Millennium: New Challenges and Responses, the Emergence of the Financial Planning Association (FPA).Chapter 9. 1970-2004: Interaction with the Existing and Developing Organizations and Forces in the Financial Services Market in the United States.Chapter 10. Seven Critical Challenges and Opportunities.Appendix A. 1974 - The Second Class of Graduating CFPa Certificates.Appendix B. 1980 IAFP Convention.Appendix C. IBCFP Board Functions, Code Of Ethics, and Declaration.Appendix D. Action of the Initial Board of Directors of the IBCFP.Appendix E. One Profession, One Designation.Appendix F. The FPA Mission Statement.Notes.Glossary.Works Cited.Index.

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