Doświadczenia z projektowania opisu informacji dla zawodu doradca finansowy

• Autorzy: Waliszewski Krzysztof

Warianty tytułu

EN

Experience from designing information on the profession of financial adviser

• Języki publikacji: PL

Abstrakty

EN

The text is devoted to a relatively new profession in Poland, which is a financial advisor and characterizes the most important activities performed by a financial adviser as a part of personal finance planning process. The process of personal financial planning by the households has been internationalized (ISO 22222: 2005). Although the profession arose in 1969 in the United States, its international expansion led to the presence of over 175,000 CFP (Certified Financial Planner) advisors in 2017 in nearly 30 countries around the world. By 2025, there will be CFP advisors 250,000 in 40 countries around the world. In Poland, this profession is at the initial stage of the development, only in 2010 it was entered into the list of professions, and in 2013 the standard of professional competences was adopted. Prospects for the development of the profession in Poland are very good, especially in the context of growing wealth of the society, credit expansion in the scope of consumer and mortgage loans, inefficiencies of the state pension system and aging society.

Słowa kluczowe

PL

doradca finansowy; planowanie finansów osobistych; doradztwo finansowe

EN

financial adviser; personal finance planning; financial consulting

• Wydawca: Sieć Badawcza Łukasiewicz – Instytut Technologii Eksploatacji, Radom
• Czasopismo: Edukacja Ustawiczna Dorosłych
• Rocznik: 2018
• Numer: 3
• Strony: 75-84

Twórcy

autor

Waliszewski Krzysztof

• Uniwersytet Ekonomiczny w Poznaniu

Bibliografia

• Brandon E.D., Oliver Welch Jr., H., The History of Financial Planning: The Transformation of Financial Services, John Wiley & Sons, 2009.
• Financial Planning Standards Board.
• INFORMACJA O ZAWODZIE – Doradca finansowy 241202, Ministerstwo Rodziny, Pracy i Polityki Społecznej, Departament Rynku Pracy, Warszawa 2018.
• ISO 22222 Personal financial planning – Requirements for personal financial planners, 2005.
• John E. Grabe, Ronald A. Sages, Financial Planning Process in: Ch.R. Chaffin (ed.), CFP Board Financial Planning Competency Handbook, CFP Board, John Wiley & Sons, 2015.
• RitchlinL., Founders of the Profession Look Back on the Roots of Financial Planning, Journai of Financiai Planning OCTOBER 2009.
• Schuchardt J., Bagwell D.C., Bailey W.C., DeVaney S.A., Grable J.E., Leech I.E., Lown J.M., Deanna L. Sharpe and Jing J. Xiao, Personal Finance: An Interdisciplinary Profession, Financial Counseling and Planning Volume 18, Issue 1 2007.
• Tillery S., Tillery T., Essentials of Personal Financial Planning, John Wiley & Sons, 2017.
• Yeske D., A Concise History of the Financial Planning Profession, Journal of Financial Planning , September 2016.

Identyfikatory

ISSN

1507-6563