New Book Provides Comprehensive History of the Financial Planning Profession

The History of Financial Planning by E. Denby Brandon Jr., CFP® and H. Oliver Welch, CFP®, CPA     Now Available Wherever Books Are Sold

CFP Board is pleased to share that E. Denby Brandon Hr., CFP® and H. Oliver Welch, CFP®, CFA – two early leaders of CFP Board – have published a comprehensive history of the financial planning profession. Their new book, The History of Financial Planning, chronicles the history and evolution of the profession, with insights from many of the key players who conceived of and established the financial planning movement and the CFP® certification.

Despite huge odds, financial planning—the first new profession in four centuries—succeeded beyond the most fervent hopes of its founders, not just in the United States but around the world. The History of Financial Planning is the story of that astonishing success and the people who built the movement. 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.

“I thank Denby and Oliver for capturing this important history of the people and institutions that created a profession focused on helping people plan and improve their financial situations,” said Kevin R. Keller, CEO of CFP Board. “Their book contains invaluable recollections from many pioneers and champions of our profession, and it goes beyond recounting past challenges and achievements to identify key themes and issues that we must continue to address.”

The accomplishment of many years of dedicated work by Mr. Brandon and Mr. Welch, involving the commitment of their personal resources and energy and with additional underwriting from CFP Board and 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. Purchase your copy wherever books are sold.

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 CFP Board 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 CFP Board, the Institute of Real Estate Management, 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.