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[Join us] 21 November 2008
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CFP®, CERTIFIED FINANCIAL PLANNER(cm) and [CFP trademark]

are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

History

1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008

This History of the Institute of Financial Planning  section details the most important events that have helped shaped the IFP over the past 21 years, and, indeed, have contributed to the development of professional Financial Planning in the UK.  For a detailed summary of the events, simply select the year you are interested in from the column on the left.

Today the Institute of Financial Planning has over 2000 members of which over 822 are CFP professionals [CFP trademark], and 77 have achieved Fellowship status.

List of Presidents:

1987-1990         Paul Etheridge (founding President)
1990-1993         Tony Shepherd
1993-1996         David Norton
1996-1999         Julie Lord
1999-2000         Tony Sellon
2000-2002         Simon Williamson
2002-2004         Campbell Edgar
2004-2006         Ian Shipway
2006-2008        Jane Wheeler
2008-                 Barry Horner

We would like to thank Kate Gill, Paul Etheridge and Paul Grainger for their help in collating this history.

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