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The History of Financial Planning [Elektronisk resurs] : The Transformation of Financial Services.

Brandon, E. Denby. (författare)
Welch, H. Oliver. (författare)
Tuttle, Marvin W. (författare)
ISBN 9780470378434
Hoboken : John Wiley & Sons, Inc., 2009.
Engelska 1 online resource (299 p.)
  • E-bok
Innehållsförteckning Sammanfattning Ämnesord
Stäng  
  • 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. 
  • Appendix C: Quick-Reference Guide to Organizations and DesignationsAppendix D: Financial Planning History Center; Appendix E: First Graduating Class of the College for Financial Planning; Appendix F: Affiliates of Financial Planning Standards Board (FPSB); Appendix G: Recipients of the P. Kemp Fain, Jr., Award; Notes; Index; Photo Insert;. 
  • 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 ind 

Ämnesord

Finance. 
Financial planners. 
Financial planners - History. 
Financial services industry. 
Financial services industry - History. 

Genre

Electronic books.  (LCSH)

Klassifikation

HG179.5 .B73 2009 (LCC)
332.6332.62 (DDC)
Qaaceb (kssb/8 (machine generated))
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