Investment Planners history

He was Chairman of the CFP Board of Governors in 1990 when Australia became the first nation outside the United States to be approved to grant the CFP Marks.

1991: CFP Board introduces a comprehensive CFP® Certification Examination to test individuals’ ability to integrate and apply the knowledge gained from the financial planning curriculum.

He was the first Chairman of the Board of Affiliated Associations (CFP Global Standard Setting Organizations) in 1992.

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

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

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

Today, we’re inundated with digital tools and data streams that challenge us to consider new avenues for delivering value. It’s estimated that robo-advisors now manage over $2.2 trillion in assets without the governance of a financial professional.3 All the while, the number of financial professionals who have taken the CFP certification has grown from 40,000 to over 80,000 since 2000.

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

2004: Responsibility for administering the CFP certification program outside the United States is transferred from CFP Board and the International CFP Council to an independent organization, Financial Planning Standards Board Ltd. (FPSB).

He was one of the leaders in establishing the Financial Planning History Center at Texas Tech University in 2005.

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

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.

He was inducted into the Robert E. Musto, Tennessee Insuance Hall of Fame at Middle Tennessee State University in 2009.

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

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

1 Wagner, Robert. “Can ‘Financial Planning’ Evolve?.” Financial Advisor, 2015.

In January of 2017, the College launched digital badges for its professional designation holders.

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

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