The History of Financial Planning
The Transformation of Financial Services
Buch in deiner Nähe kaufen
Beschreibung
The first book to provide a comprehensive history of thefinancial planning profession
The financial services field has been revolutionized in the lastquarter of the twentieth century by the financial planningprofession. So much has happened in so little time that it has beendifficult to keep up with the events and key players that make upthe world of financial planning. The History of FinancialPlanning is the first book to provide a comprehensive historyof the profession.
Backed by the Financial Planning Association, The History ofFinancial Planning offers a clear overview of the industry andhow it has grown and changed over the years. This book chroniclesthe history of the profession, with explanations of how thefinancial planning movement has grown beyond the United States toother countries-particularly in the last fifteen years. The bookalso demonstrates how the work of key researchers, such as Dr.Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced therise of the financial planning profession
* Names "four initial engines of growth" that contributed to thesuccess of financial planning
* Reveals the moments and key players that define the history offinancial planning
* Discusses the emergence of the Financial Planning Association(FPA)
The financial planning field has a rich history, and with thisbook as your guide, you'll quickly discover how it has evolved overthe years.
Autor*in
E. Denby Brandon
Themen in »The History of Financial Planning«
Finance & Investments Finanz- u. Anlagewesen Institutional & Corporate Finance Institutionelle Finanzplanung
Stimmen zu »The History of Financial Planning«
"I thank Denby and Oliver for capturing this important history ofthe people and institutions that created a profession focused onhelping people plan and improve their financial situations. Theirbook contains invaluable recollections from many pioneers andchampions of our profession, and it goes beyond recounting pastchallenges and achievements to identify key themes and issues thatwe must continue to address."
--Kevin R. Keller, CEO of CFP Board
()