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