The Principled Foundation of Success

Peck, Maureen
June 2004
Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p10
Academic Journal
The article reflects on the success of the Journal of Financial Planning based on its firm principles. The many individuals and organizations in the financial planning profession are following some of the same fundamental laws that result in ethical, beneficial service to the public. As an example, the Financial Planning Association has established, as guidelines for its members, a primary aim consisting of three statements. First, the financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. Second, the association benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. And third, the association is the community that fosters the value of financial planning and advances the financial planning profession. The Journal of Financial Planning started small but has always based its development on solid principles. The June 2004 issue offers a few moments into the journal's history with a special 25th anniversary section, going into some detail with an illustrated timeline; interviews with some of the journal's early drivers and shapers; a retrospective of its editorial backbone, contributed technical articles; and observations from someone who has been integral in guiding the journal on its path for more than 20 years--Marv Tuttle, now the association's executive director and CEO.


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