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Wiley

The History of Financial Planning: The Transformation of Financial Services

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The first book to provide a comprehensive history of the financial planning professionThe financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession.Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and 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 fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning professionNames "four initial engines of growth" that contributed to the success of financial planningReveals the moments and key players that define the history of financial planningDiscusses the emergence of the Financial Planning Association (FPA)The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years. Read more

Publisher ‏ : ‎ Wiley; 1st edition (October 12, 2009)


Language ‏ : ‎ English


Hardcover ‏ : ‎ 304 pages


ISBN-10 ‏ : ‎ 0470180749


ISBN-13 ‏ : ‎ 47


Item Weight ‏ : ‎ 1.09 pounds


Dimensions ‏ : ‎ 6.3 x 1 x 9.3 inches


Best Sellers Rank: #1,183,328 in Books (See Top 100 in Books) #482 in Business Investments #2,511 in Economic History (Books) #2,544 in Deals in Books


#482 in Business Investments:


#2,511 in Economic History (Books):


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Top Amazon Reviews

    • Great quality used book
Great quality used book. I would recommend buying from this seller.
Reviewed in the United States on July 18, 2021 by Amazon Customer
    • Excellent chronological history of the financial planning profession
I found this fascinating and borderline exciting, as a member of the financial planning community. It is something that all Certified Financial Planners (CFPs), and serious members of the profession should take the time to read to understand how our industry has come to be. There is a tremendous amount of emphasis placed on the “Four-E’s“, which are Education, Examination, Experience, and Ethics. As it should be, although ethics is listed fourth, the authors place a great emphasis on this facet of our professional responsibility. The authors are both former Chairmen of the CFP Board of Standards from 1987-1990. They are able to paint a rather vivid picture of all of the important people who stood up for the integrity of the profession in the early days of the 70s and 80s, as well as the more recent people who helped shape both the Financial Planning Association (FPA) and the CFP Board of Standards (CFP Board) into what it has become today. It’s truly unfortunate that the readership of this book amongst members of the financial planning community is so thin. There is tremendously important information and grounds the practitioner in the reality of the challenges we face moving forward. The only bummer I would say is that this book was written 11 years ago. It would be wonderful to see a new addition that covers the last 10 years. Now that the financial planning profession has reached a half century in existence, it will be interesting to see what the future holds. It may be more interesting to hear what some of the best and most involved practitioners in the country think, as well. ... show more
Reviewed in the United States on April 19, 2020 by John David Link
    • Great history of Financial Planning industry
Great detail of how the financial planning industry has evolved. Has some pretty "dry" parts, but for the most part I really enjoyed reading about about the evolution of this important industry. Will give reader some great insight into the importance of picking a financial planner/CFP.
Reviewed in the United States on December 16, 2010 by Dale
    • Five Stars
Good book. The shipping is very fast.
Reviewed in the United States on October 31, 2014 by Zachary
    • Five Stars
Thank you!
Reviewed in the United States on October 14, 2014 by Mary Anne Sterling
    • Birth of a Profession
This history follows the creation and expansion of the financial planning profession. We can read narratives about the evolution of other professions such as law and medicine, but those are necessarily retrospective secondary sources. This book, written by two of the founders of the profession, offers an authentic primary source. It details the changing status of the financial planner from salesperson to certified professional. Sidebars include helpful information such as "Market Milestones" and profiles of key figures. Essential reading for any CFP, this volume also offers the consumer of financial services an interesting look at the birth and growth of a profession. ... show more
Reviewed in the United States on June 22, 2010 by S. Rodda
    • History of Financial Planning
This book is a very interesting history of the financial planning profession including the College of Financial Planning, the ICFP and the IAFP. It would be of interest to anyone involved in the financial planning profession. John E. Baker, CFP, ChFC
Reviewed in the United States on December 1, 2009 by John
    • Insider's perspective
Brandon and Welch tell the story of the development of the financial planning industry from an insider's perspective. The people who led the movement to establish the CFP as a widely-recognized designation and the events that led to the establishment of the Financial Planning Association are recalled in vivid detail. Those who are involved in the industry today or who are interested in pursuing a CFP should appreciate this book. ... show more
Reviewed in the United States on March 21, 2010 by Kindle Customer

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