Founders of the Profession Look Back on the Roots of Financial Planning

Ritchlin, Lance
October 2009
Journal of Financial Planning;Oct2009, Vol. 22 Issue 10, p32
Academic Journal
The article contemplates the memories of founders of the financial planning profession as it celebrates its 40th anniversary in the U.S. It is stated that Lewis G. Kearns and James R. Johnston, two founders of the profession, took the chance to reflect on the profession's humble beginnings. It is mentioned that on December 12, 1969, Kearns, Johnston, Loren Dunton, and others, laid the blueprint for an institution that became the College for Financial Planning. It is said that 10 years after the foundation of the financial planning profession, the "Journal of Financial Planning," was created.


Related Articles

  • Financial Planning Pioneer Lewis G. Kearns on the 40th Anniversary of the Profession. Ritchlin, Lance // Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p14 

    An interview with Lewis G. Kearns, co-founder of the financial planning profession in the U.S., is presented. When asked about the personnel financial landscape in the year 1960s, he states that the training level for participants in the financial community was low. He believes that the...

  • Celebrate Your Legacy. Ritchlin, Lance // Journal of Financial Planning;Oct2009, Vol. 22 Issue 10, p8 

    The article focuses on the 40th anniversary celebration of the practice of financial planning in the U.S. and the 30th anniversary of the "Journal of Financial Planning." It is stated that the editorial board and the colleagues of the journal plans to create a new financial publishing entity. It...

  • A New Day, A New Challenge. Tuttle, Mary // Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p10 

    Presents an introduction to the articles published in the January 2000 issue of the "Journal of Financial Planning."

  • Happy birthday, College for Financial Planning...  // Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p15 

    Announces the silver anniversary of the College for Financial Planning in Denver, Colorado. High school financial literacy award program; Reception during the conference; Graduation of the 50,000th candidate in an education program; Incorporation in 1972.

  • Plugging a Hole in the Advisor's Advanced Planning Curriculum. HERSCH, WARREN S. // National Underwriter / Life & Health Financial Services;7/25/2011, Vol. 115 Issue 14, p24 

    In this article the author discusses different aspects of financial planning in the U.S.. He discusses the 2005-2007 U.S. census and says that insurance and financial planning is important. He also explores that lack of financial expertise is the major challenge faced by financial planning. He...

  • PRESIDENT'S MESSAGE. Salmen, Richard // Journal of Financial Planning;Sep2009 Solutions, p4 

    The article focuses on the developments in the Financial Planning Association (FPA) within its 40 years in business in the U.S. The International Association for Financial Planning and the College for Financial Planning was created by the association to take advantage of the investment market....

  • How Planners Practice...  // Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, p11 

    The article offers information on the 2009 Survey of Trends in the Financial Planning Industry report by the College for Financial Planning in the U.S. It notes that more than half of advisers enjoy their compensation. It also found out that 36% of adviser clients are given with complete written...

  • Advisors' Salaries Increase. Britt, Julie // Advisor Today;Sep2009, Vol. 104 Issue 9, p32 

    The article highlights the result of the 2009 Survey of Trends in Financial Planning conducted by College for Financial Planning in the U.S. The survey reveals that the salaries of the financial advisors have increased by 215,345 dollars per year and mostly get their compensation from fees. It...

  • It's Good to Be…A Certified Financial Planner. Gevlin, Kathy // Financial Planning;Oct2005, Vol. 35 Issue 10, p21 

    Highlights the 2005 Survey of Trends in the Financial Planning Industry sponsored by the College tor Financial Planning, Denver, Colorado. Median gross income of a financial planner; Percentage of planners who are compensated by fees; Issues that concern clients according to financial planners.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics