Timeline

Financial Planner

Timeline created by reynrach1919
Event Date: Event Title: Event Description:
Timeline Loren Dunton sets up the Society for Financial Counselling Ethics
Timeline International Association for Financial Planning (IAFP) formed
Timeline College for Financial Planning incorporates
Timeline First CFP class of 42 graduates
Timeline Institute of Certified Financial Planners (ICFP) formed
Timeline CFP Board-originally International Board of Standards and Practices for Certified Financial Planners, or IBCFP-founded
Timeline National Endowment for Financial Education (NEFE) emerges
Timeline First 20 universities recognized by CFP Board as offering registered educational programs
Timeline Australia becomes first member of International CFP Council
Timeline First comprehensive CFP examination offered
Timeline I WAS BORN(:
Timeline Development of Financial Planning Practice Standards begins
Timeline IAFP and ICFP merge to form Financial Planning Association
Timeline Financial Planning Standards Board (FPSB) established to maintain international certification requirements for CFP
Timeline Nearly 100,000 individuals in 18 countries throughout the world hold CFP marks
Timeline Bachelor's degree required to earn CFP certification