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The History of Financial Planning: The Transformation of Financial Services E. Denby Brandon Jr. Author
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ISBN: 9780470180747

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… Plus…

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Brandon, E Denby, and Welch, H Oliver, and Tuttle, Marvin W (Foreword by):

The History of Financial Planning: The Transformation of Financial Services - edition reliée, livre de poche

2009, ISBN: 9780470180747

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Brandon Jr., E. Denby; Welch, H. Oliver:
The History of Financial Planning: The Transformation of Financial Services - edition reliée, livre de poche

2009

ISBN: 0470180749

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2009, ISBN: 9780470180747

Préface: Tuttle Jr., Marvin W. John Wiley & Sons, Relié, Auflage: 1, 320 Seiten, Publiziert: 2009-10-27T00:00:01Z, Produktgruppe: Livre, 1.09 kg, Livres anglais et étrangers, Boutiques, L… Plus…

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Brandon Jr., E. Denby, Welch, H. Oliver:
The History of Financial Planning: the Transformation of Financial Services - edition reliée, livre de poche

2009, ISBN: 9780470180747

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The History of Financial Planning: The Transformation of Financial Services E. Denby Brandon Jr. Author

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.

Informations détaillées sur le livre - The History of Financial Planning: The Transformation of Financial Services E. Denby Brandon Jr. Author


EAN (ISBN-13): 9780470180747
ISBN (ISBN-10): 0470180749
Version reliée
Date de parution: 2009
Editeur: Wiley Core >2 >T
270 Pages
Poids: 0,495 kg
Langue: eng/Englisch

Livre dans la base de données depuis 2007-08-08T19:37:01+02:00 (Paris)
Page de détail modifiée en dernier sur 2024-01-13T14:30:05+01:00 (Paris)
ISBN/EAN: 0470180749

ISBN - Autres types d'écriture:
0-470-18074-9, 978-0-470-18074-7
Autres types d'écriture et termes associés:
Auteur du livre: welch, look brandon, judy martin, schaul, beckelmann, luther, bierbaum, englisch, otto bonhoff, 9783894254216, hasso wdel, frankel, wilfried bauer, orazio marcheslli, grenzsituationen der intensivmedizin, williams, taylor, veit valentin, könig, schutt kehm, oliver, daniel kahneman, daniel smith, kahneman tversky, tversky amos, vernon smith
Titre du livre: financial planning, history, der kapitän der alten schildkröte, handtinting, der hamburger dom, wegbereiter des kommunismus, pobrecito poeta que era, analyse linguistique approches, erinnerungen resistance, eine qualle trocknen, jung und alt, heilige schrift, der vorleser, bilder aus anatolien, neunzig minus eins, die petrusakte, kennwort, das unsichtbare visier band, die soldaten des führers kampf westen, nürnberger, trotzdem zum leben, hypnose und selbsthypnose einfach erklärt, manner schaffen europa, enzyklopädie der schach eröffungen, nibelungensage und gudrunlied, junginger, stadtlicbt lichtkunst, männer boot drei, bird, geschichte der deutschen revolution, invasion biology critique, holz lexikon, holzlexikon, das exlibris


Données de l'éditeur

Auteur: E. Denby Brandon; H. Oliver Welch
Titre: Wiley Finance Editions; The History of Financial Planning - The Transformation of Financial Services
Editeur: John Wiley & Sons
320 Pages
Date de parution: 2009-10-27
Poids: 0,494 kg
Langue: Anglais
65,90 € (DE)
No longer receiving updates
162mm x 238mm x 27mm

BB; gebunden; Hardcover, Softcover / Wirtschaft/Betriebswirtschaft; Finanzenwesen und Finanzindustrie; Institutionelle Finanzplanung; Finance & Investments; Institutional & Corporate Finance; Finanz- u. Anlagewesen; Institutionelle Finanzplanung

Foreword. Preface. Acknowledgments. CHAPTER 1 A New Profession Emerges. Before the Revolution. A Meeting of the Minds. The First Challenges. A College Takes Shape. CHAPTER 2 Building a Profession. Defending a Designation. Breaking Away. Coming Together, Growing Apart. Financial Crisis and Upheaval at the IAFP. Financial Crisis at the College. A Creed and a Curriculum. Change and Growth at the College. The Anthes Years. The ICFP Forges a Separate Identity. Newmark at the Wheel. Return to Denver. CHAPTER 3 Growing Pains. Changing the Message, Changing Attitudes. The SRO Debate and the "Real Thing". Unsettled Times at the IAFP. Education and Ethics at the ICFP. Getting Off the Gravy Train. A Board of Standards Emerges. The College Hits Its Stride. CHAPTER 4 One Profession, One Designation. The Challenge to "Unify and Professionalize". The Joint Organization Committee. Rebuilding Separately. Strengthening Professional Standards. College for Financial Planning Makes Key Moves. The Personal Economic Summit. New Directions. The Foundation for Financial Planning. Storm over "CFP Lite". Unification Revisited. CHAPTER 5 Responding to New Challenges. Building a New Organization. CFP Board Fleshes Out Its Mission. Crisis and Catastrophe. Favorable Signs. Financial Planning Standards Board. Raising the Bar for Education and Ethics. The Broker-Dealer Exemption. Global Financial Crisis. Transformation and Opportunity. CHAPTER 6 Global Expansion. First Forays. Financial Planning Comes to Australia. Japan Joins the Movement. IBCFP Takes Charge. Global Growth Accelerates. ISO Standard: Complement or Competition?. FPSB: From Concept to Reality. Launched at Last. A Tiger in the East. . And a Celtic Tiger. Conditions for Success. A Global Standard Emerges. CHAPTER 7 Theory, Technology, and Process. The Technology Revolution. The Benefits of Diversification: Modern Portfolio Theory. The Probability Approach: Monte Carlo Simulation. The Balancing Act: Asset Allocation. Behavioral Finance. Life Planning and Interior Finance. A Proliferation of Practice Models. CHAPTER 8 The Quest for Professional Status. The Education of a Financial Planner. Educational Opportunities Expand. Examination: Proving Mastery. Experience in the Practice. Ethical Standards: The Early Years. Ethical Standards: A New Watchdog. Ethical Standards: Strengthening the Code. Ethical Standards: A Fiduciary Obligation. A Single Designation. The Compensation Question. Government Regulation. Serving a Social Benefit. Public and Media Recognition. The Quest Continues. CHAPTER 9 The Next 40 Years. "Is Capitalism Working?". A "New Different" for Financial Planning. A Long Tail. Here Comes the Age Wave. Maslow Meets Retirement. Redefining the Model for Advice. The Final Frontier: Reaching the Mass Market. The Importance of Scale. New Technologies: Web 2.0 and Beyond. The Next Generation of Planners. All Eyes on Washington. Financial Literacy: A Radical Notion. EPILOGUE. APPENDIX A: Financial Planning Leadership Through the Years. APPENDIX B: The History of Financial Planning Timeline. APPENDIX C: Quick-Reference Guide to Organizations and Designations. APPENDIX D: Financial Planning History Center: First Completed Phase of the Master Vision Project. APPENDIX E: First Graduating Class of the College for Financial Planning: October 1973. APPENDIX F: Affiliates of Financial Planning Standards Board (FPSB). APPENDIX G: Recipients of the P. Kemp Fain, Jr., Award. Notes. Index.

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