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Summary: The roots of financial planning are in those insurance agents and stockbrokers who sought out a way to deliver better advice and guidance to their clients. Similarly, the roots of financial planning education have long been in ‘adult education’ certificate programs that took experienced and active advisors back to school to gain the educational knowledge they needed to sit for the CFP exam and earn their CFP certification.
 The significance of the rise of financial planning academics is that they are also emerging as an important constituency unto themselves in the financial planning landscape with their own needs and concerns, and are just now beginning to get new resources and the focus to serve them."Michael Kitces, Director of Research, Pinnacle Advisory Group. |
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