A Call to the Pioneers

Lee, Shelley A.
September 2003
Journal of Financial Planning;Sep2003, Vol. 16 Issue 9, p12
Academic Journal
This article urges financial planners, who became holders of the first financial planning designation in 1973, awarded by the College for Financial Planning in Denver, Colorado, to relate their war stories, anecdotes, memories of those early days as a newly minted certified financial planner licensee, and their reflections on what it all means in the modern environment, as of September 2003.


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