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A Concise History of the Financial Planning Profession

Yeske, Dave; A Concise History of the Financial Planning Profession; Journal of Financial Planning; September 2016; Vol. 29 No. 11; pp 10-13

4 Pages Posted: 15 Mar 2017  

Dave Yeske

Golden Gate University - Ageno School of Business

Date Written: September 1, 2016

Abstract

An overview of the development of the institutions that gave rise to or arose from the personal financial planning profession between 1969 and 2016. Institutions discussed include the Institute of Certified Financial Planners (ICFP), the International Association for Financial Planning (IAFP), the National Association of Personal Financial Advisors (NAPFA), the College for Financial Planning, CFP Board of Standards, the National Endowment for Financial Education (NEFE), the Financial Planning Association (FPA), and the Financial Planning Standards Board (FPSB). Also covered is the history of financial planning education, beginning with Family and Consumer Sciences programs that arose in Land Grant Universities during the late nineteenth century and continuing to the 226 CFP Board-registered programs today.

Keywords: financial planning, personal finance, family and consumer sciences, education

JEL Classification: D10, D14

Suggested Citation

Yeske, Dave, A Concise History of the Financial Planning Profession (September 1, 2016). Yeske, Dave; A Concise History of the Financial Planning Profession; Journal of Financial Planning; September 2016; Vol. 29 No. 11; pp 10-13. Available at SSRN: https://ssrn.com/abstract=2931203

David Yeske (Contact Author)

Golden Gate University - Ageno School of Business ( email )

536 Mission Street
Room 4332
San Francisco, CA 94105
United States
415-442-6524 (Phone)

HOME PAGE: http://www.yebu.com/about/dr-dave/

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