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The history of financial planning [[electronic resource] ] : the transformation of financial services / / E. Denby Brandon, Jr., H. Oliver Welch
| The history of financial planning [[electronic resource] ] : the transformation of financial services / / E. Denby Brandon, Jr., H. Oliver Welch |
| Autore | Brandon E. Denby <1927-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2008 |
| Descrizione fisica | 1 online resource (299 p.) |
| Disciplina |
332.6
332.62 |
| Altri autori (Persone) | WelchH. Oliver <1935-> |
| Collana | Wiley Finance |
| Soggetto topico |
Financial planners - History
Financial services industry - History |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-20312-0
9786612303340 1-282-30334-1 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""The History of Financial Planning: The Transformation of Financial Services""; ""Contents""; ""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?""; ""Regulation and Legislation""; ""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"" |
| Record Nr. | UNINA-9910139908103321 |
Brandon E. Denby <1927->
|
||
| Hoboken, NJ, : John Wiley & Sons, c2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The history of financial planning [[electronic resource] ] : the transformation of financial services / / E. Denby Brandon, Jr., H. Oliver Welch
| The history of financial planning [[electronic resource] ] : the transformation of financial services / / E. Denby Brandon, Jr., H. Oliver Welch |
| Autore | Brandon E. Denby <1927-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2008 |
| Descrizione fisica | 1 online resource (299 p.) |
| Disciplina |
332.6
332.62 |
| Altri autori (Persone) | WelchH. Oliver <1935-> |
| Collana | Wiley Finance |
| Soggetto topico |
Financial planners - History
Financial services industry - History |
| ISBN |
1-119-20312-0
9786612303340 1-282-30334-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""The History of Financial Planning: The Transformation of Financial Services""; ""Contents""; ""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?""; ""Regulation and Legislation""; ""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"" |
| Record Nr. | UNINA-9910830728303321 |
|
Brandon E. Denby <1927->
|
||
| Hoboken, NJ, : John Wiley & Sons, c2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The history of financial planning : the transformation of financial services / / E. Denby Brandon, Jr., H. Oliver Welch
| The history of financial planning : the transformation of financial services / / E. Denby Brandon, Jr., H. Oliver Welch |
| Autore | Brandon E. Denby <1927-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : John Wiley & Sons, c2008 |
| Descrizione fisica | 1 online resource (299 p.) |
| Disciplina |
332.6
332.62 |
| Altri autori (Persone) | WelchH. Oliver <1935-> |
| Collana | Wiley Finance |
| Soggetto topico |
Financial planners - History
Financial services industry - History |
| ISBN |
1-119-20312-0
9786612303340 1-282-30334-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""The History of Financial Planning: The Transformation of Financial Services""; ""Contents""; ""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?""; ""Regulation and Legislation""; ""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"" |
| Record Nr. | UNINA-9910877548903321 |
|
Brandon E. Denby <1927->
|
||
| Hoboken, NJ, : John Wiley & Sons, c2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||