The History of Financial Planning: The Transformation of Financial Services (Wiley Finance)

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.