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The history of financial planning : the transformation of financial services /

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...

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Bibliographic Details
Main Authors: Brandon, E. Denby, 1927- (Author)
Corporate Authors: Wiley InterScience (Online service)
Group Author: Welch, H. Oliver, 1935-
Published: Wiley,
Publisher Address: Hoboken, NJ :
Publication Dates: 2009.
Literature type: eBook
Language: English
Subjects:
Financial planners > History.
Financial services industry > History.
Finance.
Financial planners.
Financial services industry.
BUSINESS & ECONOMICS > General. > General.
Electronic books.
History.
Online Access: http://onlinelibrary.wiley.com/book/10.1002/9781119203124
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 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 indu.
Carrier Form: 1 online resource (xviii, 270 pages) : illustrations
Bibliography: Includes bibliographical references and index.
ISBN: 9781119203124
1119203120
0470378433
9780470378434
9780470553794
0470553790
Index Number: HG179
CLC: F830.59
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.

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