Journal of Family Resource Management and Policy Review (가족자원경영과 정책)

Korean Family Resource Management Association (한국가족자원경영학회)
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A Study on Financial Planning Services in the U. S.

미국의 재무 설계 서비스에 대한 고찰

  • YUh Yoon Kyung (Dept. of Consumer Science & Human Development, College of Human Ecology, Ewha Womans University) ;
  • Bae Mi Kyeong (Dept. of Consumer Information Science, College of Economics & International Commerce, KeiMyung University)
  • 여윤경 (이화여자대학교 생활환경대학 소비자 인간발달학과) ;
  • 배미경 (계명대학교 경제통상대학 소비자정보전공)
  • Published : 2004.05.01
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Abstract

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.

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