Financial Planning Pioneer Lewis G. Kearns on the 40th Anniversary of the Profession

Ritchlin, Lance
December 2009
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p14
Academic Journal
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 certified financial planning (CFP) courses were very useful in professional retirement planning. Kearns suggests that the profession still needs to improve in communicating its value and nature to the public.


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