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The history of financial planning : the transformation of financial services

Author: E Denby Brandon; H Oliver Welch
Publisher: Hoboken, NJ : Wiley, ©2009.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
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  Read more...
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Genre/Form: Electronic books
History
Additional Physical Format: Print version:
Brandon, E. Denby, 1927-
History of financial planning.
Hoboken, NJ : Wiley, ©2009
(DLC) 2008001412
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: E Denby Brandon; H Oliver Welch
ISBN: 9781119203124 1119203120 0470378433 9780470378434 9780470553794 0470553790
OCLC Number: 503604902
Description: 1 online resource (xviii, 270 pages) : illustrations
Contents: The History of Financial Planning: The Transformation of Financial Services; Contents; Foreword; Preface; Acknowledgments; Chapter 1: A New Profession Emerges; Chapter 2: Building a Profession; Chapter 3: Growing Pains; Chapter 4: One Profession, One Designation; Chapter 5: Responding to New Challenges; Chapter 6: Global Expansion; Chapter 7: Theory, Technology, and Process; Chapter 8: The Quest for Professional Status; Chapter 9: The Next 40 Years; Epilogue; Appendix A: Financial Planning Leadership through the Years; Appendix B: The History of Financial Planning Timeline.
Responsibility: E. Denby Brandon, Jr., H. Oliver Welch ; [foreword by Marvin W. Tuttle Jr.].
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Abstract:

The first book to provide a comprehensive history of the financial planning profession Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the  Read more...

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"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 Read more...

 
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