The Financial History Practice Section (FHPS) was recently launched to elevate public discourse on this very important topic to financial advisors and consumers.
Continual study of financial history is fundamental to acting as an investment fiduciary. Oddly, however, CFP®, CPA, CFA®, CIMA® and other professionals are not required to study financial history. Although practitioners may have taken American history classes in high-school or college, they are not required to learn about the Great Inflation of 1965 to 1982, the post-World War I/post-pandemic pe