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CFP Holdings, Inc. company history timeline

1994

1994: IBCFP is re-named Certified Financial Planner Board of Standards Inc.

1997

The College was purchased by Apollo Group, Inc. in the fall of 1997.

1998

Our original website launched in 1998 and was the first of its kind.

2003

The College launched an all-new Master of Science Degree Program in Financial Analysis in early 2003.

In the fall of 2003, the College introduced the financial industry’s first live online classes.

2004

Financial Planning Standards Board began in 2004 as a 501(c)(6) nonprofit organization, and assumed ownership of the CFP marks outside the United States FPSB now has member organizations in 27 territories, and the number of CFP professionals worldwide is more than 192,000.

2005

The College introduced the AWMA® designation in early 2005.

2007

2007: After more than 20 years of operations in Denver, CFP Board moves its office to Washington, DC.

The College launched an MS in Finance in the summer of 2007.

2008

2008: Significant revisions to the Standards of Professional Conduct take effect, including the requirement that CFP® professionals providing financial planning services adhere to a fiduciary standard of care.

2010

The ADPA® and APMA® designations were introduced in the fall of 2010.

2011

2011: CFP Board launches a large-scale, national public awareness campaign to educate the public on financial planning and CFP® professionals.

2015

2015: CFP Board establishes the Center for Financial Planning.

2017

2017: CFP Board celebrates the milestone of more than 80,000 CFP® professionals in the United States

2018

In July of 2018, Kaplan Professional Education closed its acquisition of the College for Financial Planning.

2020

The College introduced the Accredited Behavioral Finance ProfessionalSM designation program in December of 2020.

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Founded
1993
Company founded
Headquarters
Philadelphia, PA
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