The History of Financial Planning / Wiley Finance Editions (PDF)

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

E. Denby Brandon Jr., CFP, was an original board member of
the Certified Financial Planner Board of Standards starting in 1985
and served as chairman from 1989-1990. He was the first
chairman of the Board of Affiliated Associations in 1992, the
International CFP Credentialing Organization. He was also the
cofounder of the Brandon Organizations in 1952 and currently serves
as the Chairman of Brandon Financial Planning, Inc., in Memphis,
Tennessee. In 2007, Brandon received the P. Kemp Fain Jr. Award,
the top honor given annually by the Financial Planning Association.

Dr. H. Oliver Welch is the chairman emeritus of the
Certified Financial Planner Board of Standards. He is a
multidiscipline individual with a doctoral degree in the fields of
management, economics, quantitative methods, accounting, and
administrative theory. Dr. Welch is a CPA, attorney, real estate
broker, and holds the professional designations of urban planner
(AICP), property manager (CPM), and personal financial specialist
(PFS) and (CFP). He has held leadership positions in several
publicly held companies involved in securities, real estate,
resorts, and aviation.

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