1
E. Denby Brandon, Jr., and H. Oliver Welch, The History of Financial Planning: The Transformation of Financial Services (Hoboken, NJ: John Wiley & Sons, 2009).
3
Quoted in H. T. Edwards, “The Growing Disjunction between Legal Education and the Legal Profession,” Michigan Law Review (1992): 34–70.
4
Harold L. Wilensky, “The Professionalization of Everyone?” American Journal of Sociology 70, no. 2 (1964): 137–158.
5
Andrew Abbott, “The Order of Professionalization: An Empirical Analysis,” Work and Occupations 18, no. 4 (1991): 355–384.
6
Malcolm Gladwell, Blink: The Power of Thinking without Thinking (New York: Little, Brown, 2005).
7
L. H. Furguson and J. D. Ramsay, “Professional Issues Development of the Profession: The Role of Education & Certification in Occupational Safety Becoming a Profession,” Professional Safety 55, no. 10 (2010): 24.
8
Andrew Brien, “Professional Ethics and the Culture of Trust,” Journal of Business Ethics 17, no. 4 (1998): 391–409.
9
Everett C. Hughes, “Professions,” Daedalus 92, no. 4 (1963): 655–668.
10
Jeanne F. Backof and Charles L. Martin, Jr., “Historical Perspectives: Development of the Codes of Ethics in the Legal, Medical and Accounting Professions,” Journal of Business Ethics 10, no. 2 (1991): 99–110.
12
Michael Davis, “Thinking Like an Engineer: The Place of a Code of Ethics in the Practice of a Profession,” Philosophy and Public Affairs 20, no. 2 (1991): 150–168.
13
Jonathan Rose, “The Legal Profession in Medieval England: A History of Regulation,” Syracuse Law Review 48, no. 1 (1998).
15
Susan Toohey, Designing Courses for Higher Education (Buckingham, UK: Society for Research into Higher Education and Open University Press, 1999).
16
The “In Class” sections of the chapters are based on the revised Bloom’s Taxonomy, as presented in D. R. Krathwohl, “A Revision of Bloom’s Taxonomy: An Overview,” Theory into Practice 41, no. 4 (2002): 212–218.
17
B. Bloom, ed., and M. D. Engelhart, E. J. Furst, W. H. Hill, and D. R. Krathwohl, Taxonomy of Educational Objectives: The Classification of Educational Goals (New York: Longmans, Green, 1956).
18
Krathwohl, “A Revision of Bloom’s Taxonomy.”
20
Stuart E. Dreyfus, “The Five-Stage Model of Adult Skill Acquisition,” Bulletin of Science, Technology & Society 24, no. 3 (2004): 177–181.
23
U.S. Securities and Exchange Commission, “The Laws That Govern the Securities Industry,” August 2012. Retrieved from Securities and Exchange Commission: www.sec.gov/about/laws.shtml.
27
K. C. Garrett and J. E. Grable, “State Investment Adviser Representative Examination and Waiver Requirements,” Journal of Personal Finance 6, no. 1 (2007): 38–43.
a client’s cash flow plan is essential to financial planning.