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The History of Financial Planning - The Transformation of Financial Services - Brandon, E. Denby; Welch, H. Oliver
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Brandon, E. Denby; Welch, H. Oliver:

The History of Financial Planning - The Transformation of Financial Services - neues Buch

2009, ISBN: 0470553790

ID: 9780470553794

In englischer Sprache. Verlag: John Wiley & Sons, 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. EPUB, 320 Seiten, 320 Seiten, 1., Auflage, [GR: 9783 - Nonbooks, PBS / Wirtschaft/Betriebswirtschaft], [SW: - Betriebswirtschaft und Management], [Ausgabe: 1][PU:John Wiley & Sons], [PU: Wiley]

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The History of Financial Planning - E. Denby Brandon
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E. Denby Brandon:

The History of Financial Planning - neues Buch

ISBN: 9780470553794

ID: 9780470553794

The Transformation of Financial Services The first book to provide a comprehensive history of the financial planning professionThe 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 professionNames " four initial engines of growth" that contributed to the success of financial planningReveals the moments and key players that define the history of financial planningDiscusses the emergence of the Financial Planning Association (FPA)The financial planning field has a rich history, and with this book as your guide, you&apos ll quickly discover how it has evolved over the years. The History of Financial Planning: The first book to provide a comprehensive history of the financial planning professionThe 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 professionNames " four initial engines of growth" that contributed to the success of financial planningReveals the moments and key players that define the history of financial planningDiscusses the emergence of the Financial Planning Association (FPA)The financial planning field has a rich history, and with this book as your guide, you&apos ll quickly discover how it has evolved over the years. Finance & Investments Finanz- u. Anlagewesen Institutional & Corporate Finance Institutionelle Finanzplanung, John Wiley & Sons

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The History of Financial Planning: The Transformation of Financial Services - E. Denby Brandon Jr.
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The History of Financial Planning: The Transformation of Financial Services The-History-of-Financial-Planning~~E-Denby-Brandon-Jr Business>Economics & Finance>Economics & Finance NOOK Book (eBook), Wiley

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The History of Financial Planning - E. Denby Brandon; H. Oliver Welch
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E. Denby Brandon; H. Oliver Welch:
The History of Financial Planning - Erstausgabe

2009, ISBN: 9780470553794

ID: 25467691

The Transformation of Financial Services, [ED: 1], 1., Auflage, eBook Download (EPUB,PDF), eBooks, [PU: John Wiley & Sons]

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E. Denby Brandon; H. Oliver Welch:
The History of Financial Planning - Erstausgabe

2009, ISBN: 9780470553794

ID: 25467691

The Transformation of Financial Services, [ED: 1], Auflage, eBook Download (EPUB,PDF), eBooks, [PU: Wiley]

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History of Financial Planning
Autor:

Brandon, E. Denby;Welch, H. Oliver

Titel:

History of Financial Planning

ISBN-Nummer:

0470553790

Detailangaben zum Buch - History of Financial Planning


EAN (ISBN-13): 9780470553794
ISBN (ISBN-10): 0470553790
Erscheinungsjahr: 2009
Herausgeber: Wiley, J
320 Seiten
Sprache: eng/Englisch

Buch in der Datenbank seit 20.06.2010 13:06:46
Buch zuletzt gefunden am 03.12.2016 21:25:50
ISBN/EAN: 0470553790

ISBN - alternative Schreibweisen:
0-470-55379-0, 978-0-470-55379-4

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