The history of financial planning: the transformation of financial services

Backed by the Financial Planning Association, The History of Financial Planning offers an overview of the industry and how it has grown and changed over the years. The book chronicles the history of the profession, beginning in 1954 and ending today, with an explanation of how the financial planning movement has grown beyond the United States to other countries, particularly in the last15 years. The book also demonstrates how the work of key researchers, such asDr. Daniel Kahneman, Vernon Smith, and Amos Tversky, influenced the rise of the financial planning profession. Lastly, The History of Financial Planning names four initial engines of growth that contributed to the success of financial planning, and discusses the emergence of the Financial Planning Association.

• ISBN: 978-0-470-18074-7
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 288
• Fecha Publicación: 21/10/2009
• Nº Volúmenes: 1
• Idioma: Inglés