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The history of financial planning : the transformation of financial services / E. Denby Brandon, Jr., H. Oliver Welch.

By: Contributor(s): Material type: TextTextPublisher: Hoboken, N.J. : John Wiley & Sons, 2009Description: xviii, 270 pages, 8 unnumbered pages of plates : illustrations ; 24 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 9780470180747
Subject(s): DDC classification:
  • 332.62 BR.T 2009 G.C 23
LOC classification:
  • HG179.5 .B73 2009
Contents:
A new profession emerges -- Building a profession -- Growing pains -- One profession, one designation -- Responding to new challenges -- Global expansion -- Theory, technology, and process -- The quest for professional status -- The next 40 years.
Summary: Backed by the Financial Planning Association,_The History of Financial Planning offers an overview of the industry and how it has grown and changed over the years. The book chronicles the history of the profession, beginning in 1954 and ending today, with an explanation of how the financial planning movement has grown beyond the United States to other countries, particularly in the last 15 years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, influenced the rise of the financial planning profession. Lastly, The History of Financial Planning names "four initial engines of growth" that contributed to the success of financial planning, and discusses the emergence of the Financial Planning Association.
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Item type Current library Collection Call number Status Date due Barcode
Books Books The Knowledge Hub Library Gift collections 332.62 BR.T 2009 G.C (Browse shelf(Opens below)) Available 191677

Includes bibliographical references and index.

A new profession emerges -- Building a profession -- Growing pains -- One profession, one designation -- Responding to new challenges -- Global expansion -- Theory, technology, and process -- The quest for professional status -- The next 40 years.

Backed by the Financial Planning Association,_The History of Financial Planning offers an overview of the industry and how it has grown and changed over the years. The book chronicles the history of the profession, beginning in 1954 and ending today, with an explanation of how the financial planning movement has grown beyond the United States to other countries, particularly in the last 15 years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, influenced the rise of the financial planning profession. Lastly, The History of Financial Planning names "four initial engines of growth" that contributed to the success of financial planning, and discusses the emergence of the Financial Planning Association.

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