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The History of Financial Planning: The Transformation of Financial Services
John Wiley and Sons Ltd, Oct 2009, Pages: 278
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.
Reviews
'I thank Denby and Oliver for capturing this important history of the people and institutions that created a profession focused on helping people plan and improve their financial situations. Their book contains invaluable recollections from many pioneers and champions of our profession, and it goes beyond recounting past challenges and achievements to identify key themes and issues that we must continue to address.'
—Kevin R. Keller, CEO of CFP Board
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