Doświadczenia z projektowania opisu informacji dla zawodu doradca finansowy
AbstractThe 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.
|Other language title versions||Experience from designing information on the profession of financial adviser|
|Journal series||Edukacja Ustawiczna Dorosłych, ISSN 1507-6563, (B 14 pkt)|
|Publication size in sheets||0.5|
|Keywords in Polish||doradca finansowy, planowanie finansów osobistych, doradztwo finansowe|
|Keywords in English||financial adviser, personal finance planning, financial consulting|
|Score||= 14.0, 17-03-2020, ArticleFromJournal|
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