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References
- ↑ "FPA Membership Brochure" (PDF). financialplanningassociation.org. Retrieved 2021-04-05.
- ↑ Brandon, E. Denby (2009). The History of Financial Planning: The Transformation of Financial Services. San Francisco 94105: Wiley. ISBN 978-0470180747.CS1 maint: location (link)
- ↑ Yeske, Dave (September 2016). "A Concise History of the Financial Planning Profession". 29 (11). Denver: Journal of Financial Planning.
