The History of Financial Planning

Preface
Acknowledgments
Timeline

Chapter 1. Before 1969: Setting the Stage for an Emerging Profession
Chapter 2. 1970–1974: The Three Initial Engines of the Financial Planning Movement Began to Function
Chapter 3. 1975–1979: A Period of Base Building and Continuing Struggle
Chapter 4. 1980–1984 Building on the Base: Accelerating Growth and Reaching Critical Mass
Chapter 5. 1985–1989: The Certified Financial Planner Board of Standards Raised the Movement to a New Level
Chapter 6. 1990–1994: Financial Planning's Growth in the United States and the Beginning of CFP Certification Growth Worldwide
Chapter 7. 1995–1999: More Maturity of the Movement and Profession in the United States and a Great Leap Forward Worldwide
Chapter 8. 2000–2004 Beginning the New Millennium: New Challenges and Responses, the Emergence of the Financial Planning Association (FPA)
Chapter 9. 1970–2004: Interaction with the Existing and Developing Organizations and Forces in the Financial Services Market in the United States
Chapter 10. Seven Critical Challenges and Opportunities

Appendix A. 1974 – The Second Class of Graduating CFP Certificates
Appendix B. 1980 IAFP Convention
Appendix C. IBCFP Board Functions, Code Of Ethics, and Declaration
Appendix D. Action of the Initial Board of Directors of the IBCFP
Appendix E. One Profession, One Designation
Appendix F. The FPA Mission Statement

Notes
Glossary
Works Cited
Index