From the Back Cover
Praise for the history of financial planning
"Congratulations to Denby, Oliver, and the FPA for capturing the spirit and determination of the pioneers who made financial planning the global profession it is today. While organizations, qualifications, and standards make a profession, it's individuals of strong heart and stout will that truly bring it to life."
--Noel Maye, CEO, Financial Planning Standards Board Ltd.
"Without the dedication, enthusiasm, and commitment of Denby Brandon and Oliver Welch, it's fair to say the international financial planning industry would not have progressed so far, so fast. They played a critical role in extending the profession far beyond America's shores, helping us to establish financial planning Down Under. It is my great pleasure to endorse this history, which is a credit to them and everything they and their colleagues have achieved."
--Gwen Fletcher, pioneering leader in bringing Financial Planning to Australia, recipient of the 2009 Award from Queen Elizabeth as a member of the Order of Australia (AM) for her services to Financial Planning
"In order to understand the present and forecast the future, it is essential to study the past. The History of Financial Planning does an excellent job of weaving individuals, institutions, and events together to form a colorful tapestry that accurately depicts the development of this emerging profession."
--Tom L. Potts, Professor of Finance and Director of the Financial Services and Planning Program, Department of Finance, Insurance and Real Estate, Hankamer School of Business, Baylor University and President-Elect, Financial Planning Association
"Denby and Oliver have compiled a fascinating, comprehensive look at the first four decades of the financial planning movement. As memories start to fade, their excellent work will serve as a valuable resource to those guiding financial planning into the future."
--Dale E. Brown, CAE, President & CEO, Financial Services Institute, Inc.
E. Denby Brandon Jr., CFP, was an original board member of the Certified Financial Planner Board of Standards starting in 1985 and served as chairman from 1989-1990. He was the first chairman of the Board of Affiliated Associations in 1992, the International CFP Credentialing Organization. He was also the cofounder of the Brandon Organizations in 1952 and currently serves as the Chairman of Brandon Financial Planning, Inc., in Memphis, Tennessee. In 2007, Brandon received the P. Kemp Fain Jr. Award, the top honor given annually by the Financial Planning Association.
Dr. H. Oliver Welch is the chairman emeritus of the Certified Financial Planner Board of Standards. He is a multidiscipline individual with a doctoral degree in the fields of management, economics, quantitative methods, accounting, and administrative theory. Dr. Welch is a CPA, attorney, real estate broker, and holds the professional designations of urban planner (AICP), property manager (CPM), and personal financial specialist (PFS) and (CFP). He has held leadership positions in several publicly held companies involved in securities, real estate, resorts, and aviation.
