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

EAN (ISBN-13): 9780470180747
ISBN (ISBN-10): 0470180749
Livro de capa dura
Ano de publicação: 2009
Editor/Editora: Wiley Core >2 >T
270 Páginas
Peso: 0,495 kg
Língua: eng/Englisch

Livro na base de dados desde 2007-08-08T14:37:01-03:00 (Sao Paulo)
Página de detalhes modificada pela última vez em 2024-04-02T03:52:35-03:00 (Sao Paulo)
Número ISBN/EAN: 0470180749

Número ISBN - Ortografia alternativa:
0-470-18074-9, 978-0-470-18074-7
Ortografia alternativa e termos de pesquisa relacionados:
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Dados da editora

Autor: E. Denby Brandon; H. Oliver Welch
Título: Wiley Finance Editions; The History of Financial Planning - The Transformation of Financial Services
Editora: John Wiley & Sons
320 Páginas
Ano de publicação: 2009-10-27
Peso: 0,494 kg
Língua: Inglês
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.