Financial Planner

Timeline created by reynrach1919
  • Loren Dunton sets up the Society for Financial Counselling Ethics

  • International Association for Financial Planning (IAFP) formed

  • College for Financial Planning incorporates

  • First CFP class of 42 graduates

  • Institute of Certified Financial Planners (ICFP) formed

  • CFP Board-originally International Board of Standards and Practices for Certified Financial Planners, or IBCFP-founded

  • National Endowment for Financial Education (NEFE) emerges

  • First 20 universities recognized by CFP Board as offering registered educational programs

  • Australia becomes first member of International CFP Council

  • First comprehensive CFP examination offered

  • I WAS BORN(:

  • Development of Financial Planning Practice Standards begins

  • IAFP and ICFP merge to form Financial Planning Association

  • Financial Planning Standards Board (FPSB) established to maintain international certification requirements for CFP

  • Nearly 100,000 individuals in 18 countries throughout the world hold CFP marks

  • Bachelor's degree required to earn CFP certification