From the idea of a professional practice called financial planning in the early 1970s, to the call for an independent organization to oversee CFP certification internationally in the late 1990s, the road to a global financial planning profession has had many twists and turns over the past five decades, and just as many dedicated travelers.
Financial Planning Standards Board's (FPSB) creation in 2004 was a logical step in the evolution of financial planning and the CFP certification program. What follows is a brief recap of the events that led to FPSB's formation and organization's first 10 years of operation.
