DESCRIPTION
A comprehensive and engaging history of the financial planning profession. The first book to provide a detailed history of the profession, The History of Financial Planning offers a complete overview of the industry and how it has grown and changed over the years. Backed by the Financial Planning Association and the CFP Board, this book follows financial planning's odyssey over four decades, surveying a varied landscape of revelations and revolutions, false starts, missteps, innovation, trials, and triumphs.

It presents a chronology of the profession's development by way of internal and external events, discusses the emergence of the Financial Planning Association (FPA), and 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. With a substantial thread of humanity woven into the story, The History of Financial Planning identifies the "four initial engines of growth" that contributed to the success of financial planning and explains how the financial planning movement has grown beyond the United States to other countries. The financial planning field has a rich history, and with this book as your guide, you will learn the fascinating story of how it has evolved over the years.

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TOPIC
Books, Gifts