Full-text resources of CEJSH and other databases are now available in the new Library of Science.
Visit https://bibliotekanauki.pl

Refine search results

Journals help

  1. 1 Edukacja Ustawiczna Dorosłych

Authors help

  1. 1 Waliszewski K.

Years help

  1. 1 2018

Results found: 1

first rewind previous Page / 1 next fast forward last

Search results

Search:
in the keywords:  financial adviser
help Sort By:

help Limit search:
first rewind previous Page / 1 next fast forward last
1
Content available remote

Doświadczenia z projektowania opisu informacji dla zawodu doradca finansowy

100%
Waliszewski K.
Edukacja Ustawiczna Dorosłych
|
2018
|
issue 3
75-84
EN
The text is devoted to a relatively new profession 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 professional 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 pension system and aging society.
first rewind previous Page / 1 next fast forward last
JavaScript is turned off in your web browser. Turn it on to take full advantage of this site, then refresh the page.