This presentation consists of two one hour sessions focusing on the roots and subsequent developmental history of the financial planning profession and what it means to "To Think… Like a CFP" at this time in history.
The first hour will look at the beginning and growth of the financial planning profession over the past 45 years. This history is broken into three distinct segments, Financial Planning 1.0, 2.0 and 3.0. These segments will include its founding principles including the "Six-Step Process" and initial core topics, financial planning's emergence into becoming a legitimate advisory profession and the development of its garden of knowledge and self-governance (through CFP Board) and its current emergence as a vital and authentic profession critical to the well-being of individuals and society at large.
The second hour puts this into context of what it means to call yourself a "financial planner." It has been 25 years since the publication of "To Think… Like a CFP" and the current climate for practitioners and the profession. Much that was once aspirational has become a functional reality (although much remains to be done). It reviews the elements of an authentic profession including appropriate education and viable and enforceable Code of Ethics.