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College for Financial Planning History

With nearly 100 years of combined financial education experience, College for Financial Planning®—a Kaplan Company is the nation's premier provider of graduate-level financial education.

Founded in 1972 with the original CFP® Certification

  • The College was founded in 1972 to formalize the financial planning profession via the CFP® Certification, which is now the nation’s premier financial planning credential.
  • To provide assistance to financial support staff members, the Foundations in Financial Planning℠ program was created in 1984. Today this designation is known as FPQP™.
  • In 1985 the College and CFP Board of Standards Inc. became separate entities, with the College providing education and CFP Board of Standards supporting the CFP® certification itself.

Released the first iteration of our accredited Master of Science Degree Program in 1987

  • The College introduced an advanced studies program in 1987, which later became our accredited Master of Science Degree Program in 1994.
  • The AAMS® and CMFC® designation programs were created in 1994 and 1995 as part of a partnership with the Investment Company Institute (ICI).
  • In 1997 the College purchased the American Institute of Retirement Planners and developed the CRPC® and CRPS® programs.
  • 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.
  • The College launched an all-new Master of Science Degree Program in Financial Analysis in early 2003.

Created the financial industry’s first live online classes in 2003

  • In the fall of 2003, the College introduced the financial industry’s first live online classes.
  • The College introduced the AWMA® designation in early 2005.
  • In 2007 the College launched an alumni association to celebrate its 100,000 graduates.
  • The College launched an MS in Finance in the summer of 2007.
  • The ADPA® and APMA® designations were introduced in the fall of 2010.
  • In February of 2014, the College announced a partnership with ExamFX to provide training for the FINRA Series 63, 6, 65, 66, 7, 24, and 26 license exams.
  • In September of 2014, the College partnered with NAIFA to unveil an all-new LUTCF® program set to debut in 2015.
  • In July of 2016, the College expanded its partnership with ExamFX to provide training for life and health and property and casualty Insurance.
  • 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 CSRIC™ designation program in November of 2018.

Introduced the latest designation program—CSRIC™—in November of 2018