Due to higher than normal call volumes you may experience longer wait times when contacting us and we appreciate your patience. View the best times to call and other ways to contact us.

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.

In July 2018, Kaplan acquired the College for Financial Planning®, bringing together two respected leaders in financial services education.

College for Financial Planning®—a Kaplan Company (CFFP) remains a separate institution, owned by Kaplan and accredited by the Higher Learning Commission. Education programs in financial planning, asset management, wealth management and retirement planning including our CFP® certification program, professional designation programs and Master of Science Degree in Personal Financial Planning are offered under the name College for Financial Planning®—a Kaplan Company.

Learn more about the history of College for Financial Planning®—a Kaplan Company.

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.  Education programs in financial planning, asset management, wealth management and retirement planning including our CFP® certification program, professional designation programs and Master of Science Degree in Personal Financial Planning are offered under the name College for Financial Planning®—a Kaplan Company.
  • The College introduced the CSRIC® designation program in November of 2018.
  • The College introduced the Accredited Behavioral Finance ProfessionalSM  designation program in December of 2020.

Introduced the latest designation program—Accredited Behavioral Finance ProfessionalSM—in December of 2020