Overview
The first book to provide a comprehensive history of thefinancial planning profession
The financial services field has been revolutionized in the lastquarter of the twentieth century by the financial planningprofession. So much has happened in so little time that it has beendifficult to keep up with the events and key players that make upthe world of financial planning. The History of FinancialPlanning is the first book to provide a comprehensive historyof the profession.
Backed by the Financial Planning Association, The History ofFinancial Planning offers a clear overview of the industry andhow it has grown and changed over the years. This book chroniclesthe history of the profession, with explanations of how thefinancial planning movement has grown beyond the United States toother countries-particularly in the last fifteen years. The bookalso demonstrates how the work of key researchers, such as Dr.Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced therise of the financial planning profession
- Names "four initial engines of growth" that contributed to thesuccess of financial planning
- Reveals the moments and key players that define the history offinancial planning
- Discusses the emergence of the Financial Planning Association(FPA)
The financial planning field has a rich history, and with thisbook as your guide, you'll quickly discover how it has evolved overthe years.
While major retailers like Amazon may carry The History of Financial Planning (The Transformation of Financial Services), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of The History of Financial Planning (The Transformation of Financial Services).