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A New Home for Financial Planning Archives

FPA San Diego 2005 marked the beginning of The Archives for the History of Financial Planning! In May 2005, Texas Tech University (TTU) agreed to serve as the site for the archives, which will be housed in The Southwest Collections, TTU’s special collections library. This initiative, supported by the Financial Planning Association® (FPA®) and TTU’s Personal Financial Planning Division, will be responsible for acquiring and preserving items of historical significance to the financial planning profession. Through this collection, valuable historical resources will be made available onsite, electronically and through educational public outreach programs.

This initiative will build on the growing collection of manuscripts, artifacts, oral histories, photographs, videos, surveys and other items assembled by E. Denby Brandon Jr., CFP®, and H. Oliver Welch, CFP®, two early CFP Board chairmen. Since 2000, Brandon and Welch have been documenting the history of the financial planning profession, supported by FPA, CFP Board, the National Endowment for Financial Education and many individuals. Having completed the first phase of this important research, Brandon and Welch will continue to serve as consultants.

Further Help is Needed

Thanks to all of you who have already assisted in this effort. Further help is needed:

Donate items of historical significance to the collection with a note indicating that they are for The Archives for the History of Financial Planning. Include your contact information including your name, address, phone number, and e-mail address. Please send items to:

Southwest Collection
c/o Daniel Sanchez or Monte Monroe
Texas Tech University
15th and Detroit
Lubbock, TX 79409

Volunteer to give an oral history. Over 30 oral histories were recorded at FPA San Diego 2005, and interviews with leaders of the financial planning profession will be ongoing. We will be at FPA Nashville 2006 and at other venues where financial planning professionals gather taking. If you would like us to take your oral history, please contact us via e-mail at fphistory@ttu.edu, or call Bill Gustafson at 806.742.5050, ext. 236, or Vickie Hampton at 806.742.5050, ext. 227.

Contribute funds to support financial planning education and research. Funds are needed for assistantships, grants and expenses associated with study and publication. We also anticipate future funding needs to sponsor seminars and for a chaired faculty position to spearhead these studies. A restricted account to support The Archives for the History of Financial Planning has been set up through The Center for Financial Responsibility at Texas Tech University to accept your tax-deductible contributions. Financial contributions should be sent to:

The Center for Financial Responsibility
The Archives for the History of Financial Planning
c/o Bill Gustafson
Texas Tech University
Box 41162
Lubbock, TX 79409

For additional information regarding The Archives for the History of Financial Planning, contact us via e-mail at fphistory@ttu.edu, or call Bill Gustafson at 806.742.5050, ext. 236, or Vickie Hampton at 806.742.5050, ext. 227.

Financial Planning Timeline
Financial Planning Timeline
1969 Thirteen individuals meet at O’Hare International Airport, Chicago, to begin development of financial planning movement
1970 International Association for Financial Planning (IAFP) formed
1972 College for Financial Planning incorporates
1973 First CFP class of 42 graduates recognized
1973 Institute of Certified Financial Planners (ICFP) formed
1985 CFP Board (originally International Board of Standards and Practices for Certified Financial Planners, or IBCFP) founded
1985 National Endowment for Financial Education (NEFE) emerges
1987 First 20 universities recognized by CFP Board as offering registered educational programs
1990 Australia becomes first member of International CFP Council
1992 First comprehensive CFP examination offered
1995 Development of Financial Planning Practice Standards begins
2000 IAFP and ICFP merge to form Financial Planning Association® (FPA®)
2004 Financial Planning Standards Board (FPSB) established to maintain international certification requirements for CFP marks
2005 Nearly 100,000 individuals in 18 countries throughout the world hold the CFP marks
2007 Bachelor’s degree required to hold CFP® certification