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The History of Financial Planning: The Transformation of Financial Services

ISBN: 978-0-470-18074-7
328 pages
October 2009

The first book to provide a comprehensive history of the financial planning profession

Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the burgeoning profession that has revolutionized financial services over the last quarter of the twentieth century.

This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession.

The financial planning field has a rich history, and with The History of Financial Planning as your guide, you'll quickly discover how it has evolved over the years.

About The Authors:

E. Denby Brandon, Jr., CFP, (Memphis, TN) is the 2007 recipient of P. Kemp Fain, Jr. Award, the top honor annually of the Financial Planning Association.  He was an original Board Member of the Certified Financial Planner Board of Standards starting in 1985 and served as chairman 1989-1990.  He was the first chairman of the International CFP Council. He co-founded Brandon Organization Financial Services Firm in Memphis, Tennessee in 1952, and currently serves as chairman.

H. Oliver Welch, CFP, CPA, (Atlanta, GA) served as the first director of State Planning and the first director of Office of Community Affairs for the State of Georgia. He has served as chairperson or president of many civic and professional organizations, including the Institute of Real Estate Management, Certified Financial Planner Board of Standards, and the Atlanta Chamber of Commerce. He has experience in the banking industry and international business, and has directed the research efforts for more than 25 statewide studies.

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