The history of financial planning : the transformation of financial services /
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...
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| Format: | eBook |
| Language: | English |
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Hoboken, NJ :
Wiley,
©2009.
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| Online Access: | Connect to the full text of this electronic book |
Table of Contents:
- 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.