The History of Financial Planning : The Transformation of Financial Services by E. Denby, Brandon, E. Denby, Jr., Welch, H. Oliver Brandon - gebrauchtes Buch

EAN (ISBN-13): 9780470180747
ISBN (ISBN-10): 0470180749
Gebundene Ausgabe
Erscheinungsjahr: 2009
Herausgeber: Wiley Core >2 >T
270 Seiten
Gewicht: 0,495 kg
Sprache: eng/Englisch

Buch in der Datenbank seit 2007-08-08T19:37:01+02:00 (Berlin)
Detailseite zuletzt geändert am 2024-04-02T08:52:35+02:00 (Berlin)
ISBN/EAN: 0470180749

ISBN - alternative Schreibweisen:
0-470-18074-9, 978-0-470-18074-7
Alternative Schreibweisen und verwandte Suchbegriffe:
Autor des Buches: 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
Titel des Buches: 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

---

Daten vom Verlag:

Autor/in: E. Denby Brandon; H. Oliver Welch
Titel: Wiley Finance Editions; The History of Financial Planning - The Transformation of Financial Services
Verlag: John Wiley & Sons
320 Seiten
Erscheinungsjahr: 2009-10-27
Gewicht: 0,494 kg
Sprache: Englisch
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.