{"product_id":"the-history-of-financial-planning-9780470180747","title":"The History of Financial Planning","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eThe first book to provide a comprehensive history of the financial planning profession\u003c\/p\u003e \u003cp\u003eThe 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. \u003ci\u003eThe History of Financial Planning\u003c\/i\u003e is the first book to provide a comprehensive history of the profession.\u003c\/p\u003e \u003cp\u003eBacked by the Financial Planning Association, \u003ci\u003eThe History of Financial Planning\u003c\/i\u003e 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 T\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003e\"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 book contains invaluable recollections from many pioneers and champions of our profession, and it goes beyond recounting past challenges and achievements to identify key themes and issues that we must continue to address.\"\u003cbr\u003e —Kevin R. Keller, CEO of CFP Board\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003ci\u003e\u003cb\u003eForeword\u003c\/b\u003e\u003c\/i\u003e\u003ci\u003e\u003cb\u003e.\u003c\/b\u003e\u003c\/i\u003e  \u003c\/p\u003e\u003cp\u003e\u003cb\u003e\u003ci\u003ePreface\u003c\/i\u003e\u003c\/b\u003e.\u003c\/p\u003e \u003cp\u003e\u003cb\u003e\u003ci\u003eAcknowledgments\u003c\/i\u003e\u003c\/b\u003e.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 1\u003c\/b\u003e A New Profession Emerges.\u003c\/p\u003e \u003cp\u003eBefore the Revolution.\u003c\/p\u003e \u003cp\u003eA Meeting of the Minds.\u003c\/p\u003e \u003cp\u003eThe First Challenges.\u003c\/p\u003e \u003cp\u003eA College Takes Shape.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 2\u003c\/b\u003e Building a Profession.\u003c\/p\u003e \u003cp\u003eDefending a Designation.\u003c\/p\u003e \u003cp\u003eBreaking Away.\u003c\/p\u003e \u003cp\u003eComing Together, Growing Apart.\u003c\/p\u003e \u003cp\u003eFinancial Crisis and Upheaval at the IAFP.\u003c\/p\u003e \u003cp\u003eFinancial Crisis at the College.\u003c\/p\u003e \u003cp\u003eA Creed and a Curriculum.\u003c\/p\u003e \u003cp\u003eChange and Growth at the College.\u003c\/p\u003e \u003cp\u003eThe Anthes Years.\u003c\/p\u003e \u003cp\u003eThe ICFP Forges a Separate Identity.\u003c\/p\u003e \u003cp\u003eNewmark at the Wheel.\u003c\/p\u003e \u003cp\u003eReturn to Denver.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 3\u003c\/b\u003e Growing Pains.\u003c\/p\u003e \u003cp\u003eChanging the Message, Changing Attitudes.\u003c\/p\u003e \u003cp\u003eThe SRO Debate and the \"Real Thing\".\u003c\/p\u003e \u003cp\u003eUnsettled Times at the IAFP.\u003c\/p\u003e \u003cp\u003eEducation and Ethics at the ICFP.\u003c\/p\u003e \u003cp\u003eGetting Off the Gravy Train.\u003c\/p\u003e \u003cp\u003eA Board of Standards Emerges.\u003c\/p\u003e \u003cp\u003eThe College Hits Its Stride.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 4\u003c\/b\u003e One Profession, One Designation.\u003c\/p\u003e \u003cp\u003eThe Challenge to \"Unify and Professionalize\".\u003c\/p\u003e \u003cp\u003eThe Joint Organization Committee.\u003c\/p\u003e \u003cp\u003eRebuilding Separately.\u003c\/p\u003e \u003cp\u003eStrengthening Professional Standards.\u003c\/p\u003e \u003cp\u003eCollege for Financial Planning Makes Key Moves.\u003c\/p\u003e \u003cp\u003eThe Personal Economic Summit.\u003c\/p\u003e \u003cp\u003eNew Directions.\u003c\/p\u003e \u003cp\u003eThe Foundation for Financial Planning.\u003c\/p\u003e \u003cp\u003eStorm over \"CFP Lite\".\u003c\/p\u003e \u003cp\u003eUnification Revisited.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 5\u003c\/b\u003e Responding to New Challenges.\u003c\/p\u003e \u003cp\u003eBuilding a New Organization.\u003c\/p\u003e \u003cp\u003eCFP Board Fleshes Out Its Mission.\u003c\/p\u003e \u003cp\u003eCrisis and Catastrophe.\u003c\/p\u003e \u003cp\u003eFavorable Signs.\u003c\/p\u003e \u003cp\u003eFinancial Planning Standards Board.\u003c\/p\u003e \u003cp\u003eRaising the Bar for Education and Ethics.\u003c\/p\u003e \u003cp\u003eThe Broker-Dealer Exemption.\u003c\/p\u003e \u003cp\u003eGlobal Financial Crisis.\u003c\/p\u003e \u003cp\u003eTransformation and Opportunity.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 6\u003c\/b\u003e Global Expansion.\u003c\/p\u003e \u003cp\u003eFirst Forays.\u003c\/p\u003e \u003cp\u003eFinancial Planning Comes to Australia.\u003c\/p\u003e \u003cp\u003eJapan Joins the Movement.\u003c\/p\u003e \u003cp\u003eIBCFP Takes Charge.\u003c\/p\u003e \u003cp\u003eGlobal Growth Accelerates.\u003c\/p\u003e \u003cp\u003eISO Standard: Complement or Competition?.\u003c\/p\u003e \u003cp\u003eFPSB: From Concept to Reality.\u003c\/p\u003e \u003cp\u003eLaunched at Last.\u003c\/p\u003e \u003cp\u003eA Tiger in the East. . ..\u003c\/p\u003e \u003cp\u003e. . . And a Celtic Tiger.\u003c\/p\u003e \u003cp\u003eConditions for Success.\u003c\/p\u003e \u003cp\u003eA Global Standard Emerges.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 7\u003c\/b\u003e Theory, Technology, and Process.\u003c\/p\u003e \u003cp\u003eThe Technology Revolution.\u003c\/p\u003e \u003cp\u003eThe Benefits of Diversification: Modern Portfolio Theory.\u003c\/p\u003e \u003cp\u003eThe Probability Approach: Monte Carlo Simulation.\u003c\/p\u003e \u003cp\u003eThe Balancing Act: Asset Allocation.\u003c\/p\u003e \u003cp\u003eBehavioral Finance.\u003c\/p\u003e \u003cp\u003eLife Planning and Interior Finance.\u003c\/p\u003e \u003cp\u003eA Proliferation of Practice Models.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 8\u003c\/b\u003e The Quest for Professional Status.\u003c\/p\u003e \u003cp\u003eThe Education of a Financial Planner.\u003c\/p\u003e \u003cp\u003eEducational Opportunities Expand.\u003c\/p\u003e \u003cp\u003eExamination: Proving Mastery.\u003c\/p\u003e \u003cp\u003eExperience in the Practice.\u003c\/p\u003e \u003cp\u003eEthical Standards: The Early Years.\u003c\/p\u003e \u003cp\u003eEthical Standards: A New Watchdog.\u003c\/p\u003e \u003cp\u003eEthical Standards: Strengthening the Code.\u003c\/p\u003e \u003cp\u003eEthical Standards: A Fiduciary Obligation.\u003c\/p\u003e \u003cp\u003eA Single Designation.\u003c\/p\u003e \u003cp\u003eThe Compensation Question.\u003c\/p\u003e \u003cp\u003eGovernment Regulation.\u003c\/p\u003e \u003cp\u003eServing a Social Benefit.\u003c\/p\u003e \u003cp\u003ePublic and Media Recognition.\u003c\/p\u003e \u003cp\u003eThe Quest Continues.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 9\u003c\/b\u003e The Next 40 Years.\u003c\/p\u003e \u003cp\u003e\"Is Capitalism Working?\".\u003c\/p\u003e \u003cp\u003eA \"New Different\" for Financial Planning.\u003c\/p\u003e \u003cp\u003eA Long Tail.\u003c\/p\u003e \u003cp\u003eHere Comes the Age Wave.\u003c\/p\u003e \u003cp\u003eMaslow Meets Retirement.\u003c\/p\u003e \u003cp\u003eRedefining the Model for Advice.\u003c\/p\u003e \u003cp\u003eThe Final Frontier: Reaching the Mass Market.\u003c\/p\u003e \u003cp\u003eThe Importance of Scale.\u003c\/p\u003e \u003cp\u003eNew Technologies: Web 2.0 and Beyond.\u003c\/p\u003e \u003cp\u003eThe Next Generation of Planners.\u003c\/p\u003e \u003cp\u003eAll Eyes on Washington.\u003c\/p\u003e \u003cp\u003eFinancial Literacy: A Radical Notion.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eEPILOGUE\u003c\/b\u003e.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAPPENDIX A:\u003c\/b\u003e Financial Planning Leadership Through the Years.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAPPENDIX B:\u003c\/b\u003e The History of Financial Planning Timeline.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAPPENDIX C:\u003c\/b\u003e Quick-Reference Guide to Organizations and Designations.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAPPENDIX D:\u003c\/b\u003e Financial Planning History Center: First Completed Phase of the Master Vision Project.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAPPENDIX E:\u003c\/b\u003e First Graduating Class of the College for Financial Planning: October 1973.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAPPENDIX F:\u003c\/b\u003e Affiliates of Financial Planning Standards Board (FPSB).\u003c\/p\u003e \u003cp\u003e\u003cb\u003eAPPENDIX G:\u003c\/b\u003e Recipients of the P. Kemp Fain, Jr., Award.\u003c\/p\u003e \u003cp\u003e\u003cb\u003e\u003ci\u003eNotes\u003c\/i\u003e\u003c\/b\u003e.\u003c\/p\u003e \u003cp\u003e\u003cb\u003e\u003ci\u003eIndex\u003c\/i\u003e\u003c\/b\u003e.\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402300825943,"sku":"9780470180747","price":39.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780470180747.jpg?v=1730479993","url":"https:\/\/bookcurl.com\/products\/the-history-of-financial-planning-9780470180747","provider":"Book Curl","version":"1.0","type":"link"}