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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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Описание
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. E. Denby Brandon Jr., CFP (Memphis, TN) was an original board member of the Certified Financial Planner Board of Standards starting in 1985 and served as chairman from 1989-1990. H. Oliver Welch, CFP, CPA (Atlanta, GA) was an original board member of the Certified Financial Planner Board of Standards starting in 1985 and served as chairman from 1990-1991.