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有人说,财务策划行业源于美国,始于一群专业人士在芝加哥机场内的咖啡店碰头,探讨成立财务专业协会的一个聚会开始。有人说财务策划源于澳大利亚,因当时政府推动社保基金而鼓励国民建立个人理财网,因此引发对财务策划的需求。也有人说是在加拿大,不少人为了税务筹划和房子按揭
Some people say that the financial planning industry originated in the United States. It began with a group of professionals meeting at a coffee shop inside the Chicago airport to discuss the start of a gathering of financial professional associations. Some people say that financial planning originated in Australia, because at that time the government promoted social security funds and encouraged the nation to establish a personal financial network, thus triggering the need for financial planning. Some people say that in Canada, many people for tax planning and house mortgages