Doświadczenia z projektowania opisu informacji dla zawodu doradca finansowy

Krzysztof Waliszewski

Abstract

The text is devoted to a relatively new pr ofession 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 prof essional 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 pens ion system and aging society.
Author Krzysztof Waliszewski (WE / KB)
Krzysztof Waliszewski,,
- Department of Banking
Other language title versionsExperience from designing information on the profession of financial adviser
Journal seriesEdukacja Ustawiczna Dorosłych, ISSN 1507-6563, (B 14 pkt)
Issue year2018
No3
Pages75-84
Publication size in sheets0.5
Keywords in Polishdoradca finansowy, planowanie finansów osobistych, doradztwo finansowe
Keywords in Englishfinancial adviser, personal finance planning, financial consulting
URL http://www.edukacjaustawicznadoroslych.eu/download/2018/edu_3_2018.pdf
Languagepl polski
Score (nominal)14
Score sourcejournalList
ScoreMinisterial score = 14.0, 17-03-2020, ArticleFromJournal
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