원문정보
A Study on Financial Planning Services in the U. S.
초록
영어
Financial planning in the United States has evolved since 1980 from a field comprised of specialists, such as insurance agents, bankers, accountants, and stock brokers, offering particular services to clients, to the situation today, where most professionals offering financial services to households market themselves as comprehensive financial planners. The breadth of knowledge required for financial planning can be seen in the 106 topics covered by the Certified Financial Planner(CFP) Exam. This study reviews the actual conditions of financial planning in the U.S. including suppliers of financial services to household, the philosophy of financial planning, and the financial planning process as described by the CFP Board. Also, this study discusses related research about problems and challenges faced by households in financial planning in the U.S.
목차
I. 서론
II. 연구문제 및 연구방법
III. 본론
1. 재무설계 시장(financial planning market)의 실태
2. 재무 서비스(financial services)의 제공자
3. 재무관련 자격증 비교 : CFA, CFP, AFC 자격증을 중심으로
4. 재무 설계에 관한 기본 전제
5. 재무 설계사의 윤리 강령(Ethics of financial planner)
6. 재무 설계의 과정(financial planning process)
7. 재무 설계사와 고객관리 과정(Process of client relationship)
8. 재무 설계사의 보수
9. 이상적인 재무 설계사
IV. 결론
참고문헌
부록 : 미국 CFP 시험 주제 리스트