What is Financial Planning, who are Financial Planners?
FINANCIAL PLANNING is a relatively new profession. It represents the first broad-scope service profession to emerge in recent years. Its development can be traced back to 1969, when a small group of financial services professionals met at a hotel near Chicago’s O’Hare Airport to discuss the inadequacy they saw in the state of financial services … Continue reading What is Financial Planning, who are Financial Planners?
