TITLE

From Industry to Profession: Practice What You Preach

AUTHOR(S)
Jones, Michael L.
PUB. DATE
February 2007
SOURCE
Journal of Financial Planning;Feb2007, Vol. 20 Issue 2, p46
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the methods by which certified financial planning will change from an industry into a profession. Particular focus is given to the idea of financial planners seeking out their own personal financial planners. The author mentions how financial planning should transcend the objective of pulling high returns on investments and help clients achieve a more spiritual quality of life. His view is that consumers are causing the industry to promote the idea of obtaining that which they want rather than what they need, an idea that when reversed will cause the industry to become a profession.
ACCESSION #
24018073

 

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