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Financial Planner

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