Book description
The first book to provide a comprehensive history of the financial
planning profession
The 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 profession
- Names "four initial engines of growth" that
contributed to the success of financial planning
- Reveals the moments and key players that define the history of
financial planning
- Discusses 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.
E. Denby Brandon Jr., CFP, was an original board
member of the Certified Financial Planner Board of Standards starting
in 1985 and served as chairman from 1989-1990. He was the first
chairman of the Board of Affiliated Associations in 1992, the
International CFP Credentialing Organization. He was also the
cofounder of the Brandon Organizations in 1952 and currently serves as
the Chairman of Brandon Financial Planning, Inc., in Memphis,
Tennessee. In 2007, Brandon received the P. Kemp Fain Jr. Award, the
top honor given annually by the Financial Planning Association.
Dr. H. Oliver Welch is the chairman emeritus of the Certified
Financial Planner Board of Standards. He is a multidiscipline
individual with a doctoral degree in the fields of management,
economics, quantitative methods, accounting, and administrative
theory. Dr. Welch is a CPA, attorney, real estate broker, and holds
the professional designations of urban planner (AICP), property
manager (CPM), and personal financial specialist (PFS) and (CFP). He
has held leadership positions in several publicly held companies
involved in securities, real estate, resorts, and aviation.
