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History of Financial Planning The Transformation of Financial Services

ISBN-10: 0470180749
ISBN-13: 9780470180747
Edition: 2009
List price: $65.00 Buy it from $41.38
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Description: 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  More...

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Book details

List price: $65.00
Copyright year: 2009
Publisher: John Wiley & Sons, Incorporated
Publication date: 10/12/2009
Binding: Hardcover
Pages: 328
Size: 6.25" wide x 9.50" long x 1.25" tall
Weight: 1.320
Language: English

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.

Foreword
Preface
Acknowledgments
A New Profession Emerges
Before the Revolution
A Meeting of the Minds
The First Challenges
A College Takes Shape
Building a Profession
Defending a Designation
Breaking Away
Coming Together, Growing Apart
Financial Crisis and Upheaval at the LAFP
Financial Crisis at the College
A Creed and a Curriculum
Change and Growth at the College
The Anthes Years
The ICFP Forges a Separate Identity
Newmark at the Wheel
Return to Denver
Growing Pains
Changing the Message, Changing Attitudes
The SRO Debate and the "Real Thing"
Unsetded Times at the IAFP
Education and Ethics at the ICFP
Getting Off the Gravy Train
A Board of Standards Emerges
The College Hits Its Stride
One Profession, One Designation
The Challenge to "Unify and Professionalize"
The Joint Organization Committee
Rebuilding Separately
Strengthening Professional Standards
College for Financial Planning Makes Key Moves
The Personal Economic Summit
New Directions
The Foundation for Financial Planning
Storm over "CFP lite"
Unification Revisited
Responding to New Challenges
Building a New Organization
CFP Board Fleshes Out Its Mission
Crisis and Catastrophe
Favorable Signs
Financial Planning Standards Board
Raising the Bar for Education and Ethics
The Broker-Dealer Exemption
Global Financial Crisis
Transformation and Opportunity
Global Expansion
First Forays
Financial Planning Comes to Australia
Japan Joins the Movement
IBCFP Takes Charge
Global Growth Accelerates
ISO Standard: Complement or Competition?
FPSB: From Concept to Reality
Launched at Last
A Tiger in the East...
...And a Celtic Tiger
Conditions for Success
A Global Standard Emerges
Theory, Technology, and Process
The Technology Revolution
The Benefits of Diversification: Modern Portfolio Theory
The Probability Approach: Monte Carlo Simulation
The Balancing Act: Asset Allocation
Behavioral Finance
Life Planning and Interior Finance
A Proliferation of Practice Models
The Quest for Professional Status
The Education of a Financial Planner
Educational Opportunities Expand
Examination: Proving Mastery
Experience in the Practice
Ethical Standards: The Early Years
Ethical Standards: A New Watchdog
Ethical Standards: Strengthening the Code
Ethical Standards: A Fiduciary Obligation
A Single Designation
The Compensation Question
Government Regulation
Serving a Social Benefit
Public and Media Recognition
The Quest Continues
The Next 40 Years
"Is Capitalism Working?"
A "New Different" for Financial Planning
A Long Tail
Here Comes the Age Wave
Maslow Meets Retirement
Redefining the Model for Advice
The Final Frontier: Reaching the Mass Market
The Importance of Scale
New Technologies; Web 2.0 and Beyond
The Next Generation of Planners
All Eyes on Washington
Financial Literacy: A Radical Notion
Epilogue
Financial Planning Leadership Through the Years
The History of Financial Planning Timeline
Quick-Reference Guide to Organizations and Designations
Financial Planning History Center: First Completed Phase of the Master Vision Project
First Graduating Class of the College for Financial Planning: October 1973
Affiliates of Financial Planning Standards Board (FPSB)
Recipients of the P. Kemp Fain, Jr., Award
Notes
Index

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