| November 1987 |
Japan Association for Financial Planners (JAFP) was established. First General Assembly was held in Tokyo for the establishment of the organization and its conference. |
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| September 1988 |
JAFP participated in the Annual Conference of International Association for Financial Planners (IAFP), and had their first meeting, agreeing to pursue cooperation in all matters related to financial planning and its industry. |
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| January 1990 |
JAFP established a financial planning certification examination.
Certification and education were separated, and assigned the "Certification Education Programs" to corporate support members. At the same time, the "Membership Education System" was implemented, leading to the current "Continuing Education" system. |
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| May 1992 |
JAFP introduced the CFP® Certification Program in Japan after signing a Licensing/Affiliation Agreement with Certified Financial Planner Board of Standards (formerly International Board of Certified Financial Planners). |
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| November 1992 |
Fifth Anniversary Celebration was held in Tokyo and Osaka, also to celebrate JAFP's membership exceeding 5,000 members. |
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| May 1993 |
First CFP® Certification Examination was held in Tokyo and Osaka. The total number of testers was 807, of which 241 passed the exam. |
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| May 1994 |
JAFP hosted International CFP Council in Hakone. |
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| December 1994 |
First Annual Conference "FP Fair" was held in Tokyo. |
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| March 1995 |
Free consultations (first Pro Bono work) were provided for the victims of the Hanshin-Awaji Earthquake to assist recovery from the disaster. |
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| April 1997 |
First financial planning seminar at the university level was introduced at Extension Center of Waseda University. |
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| November 1997 |
Tenth Anniversary Celebration was held.
Membership exceeded 17,000 with 1,000 CFP® certificants.
First FP Forums, to promote financial planning to consumers, were held at 13 cities. |
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| April 1998 |
JAFP Website was established.
JAFP hosted International CFP Council in Kyoto. |
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| February 1999 |
First Journal of Financial Planning was published bimonthly. |
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| March 2000 |
Japan Academic Society for Financial Planning (JASFP) was established. |
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| April 2000 |
First financial planning course was introduced as an accredited course at Sanno College, Hamamatsu University, and Aichi Sangyo University Junior College. |
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| April 2000～June 2001 |
Establishment of 8 blocks and 47 chapter offices throughout Japan to promote financial planning based on regions. |
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| May 2001 |
Membership exceeded 100,000. |
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| June 2001 |
JAFP was granted Specified Non-profit Organization status by the Cabinet Office of the Japanese Government. |
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| July 2001 |
JAFP re-established itself as a Non-profit Organization, and established general membership.
FP Support Center was established. |
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| August 2001 |
Members Only Website "My Page" was established. |
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| October 2001 |
Journal of Financial Planning became a monthly publication. |
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| April 2002 |
JAFP hosted International CFP Council Meeting, and Fifteenth Anniversary Celebration was held in Tokyo. |
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| June 2002 |
JAFP was assigned as an examination body to provide Certified Skilled Worker of Financial Planning by the Ministry of Health, Labour and Welfare.
First General Assembly as a Non-profit Organization was held. |
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| September 2002 |
JAFP held a joint seminar in Tokyo with the Tokyo Stock Exchange. |
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| February 2003 |
First Certified Skilled Worker of Financial Planning Examination was held. |
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| April 2003 |
JAFP assigned CFP® certificants to offer consultations at "Consultation Center for Daily Life" at Postal Services on a one-year contract.
"Life and Money Community" website was established to promote financial planning to consumers. |
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| May 2003 |
First "Financial Planner Practice Survey" was conducted. |
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| June 2003 |
"FP Month" was established to further facilitate the FP Forum. |
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| October 2003 |
CFP® certificants exceeded 10,000. |
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| December 2003 |
"Learn about Money 2003" seminar was held in Osaka and Fukuoka. |
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| April 2004 |
Hokkaido chapter was divided into four, resulting in a total of 50 chapters throughout Japan. |
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| August 2004 |
First "Media Seminar" was held as a part of public awareness promotion activities in financial planning. |
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| October 2004 |
Independent International CFP® Certification body: Financial Planning Standards Board Ltd. (FPSB) was launched. The Licensing/Affiliation agreements were transferred to FPSB from CFP Board. |
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| November 2004 |
"FP Day" was established, having total support from the Financial Services Agency, and FP Forums were held throughout Japan. "FP Day" has become an annual event.
"Life and Money Financial Planning Consulting Center" was established in Tokyo headquarter. |
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| 2004 ～ 2005 |
Pro Bono work was offered to the victims of typhoons and the Mid Niigata Prefecture Earthquake. |
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| March 2005 |
JAFP published and distributed Personal Finance for Teens to high schools throughout Japan. |
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| April 2005 |
Chiba University of Commerce and Tama University introduced CFP® certification programs at the Masters level for the first time after meeting JAFP's CFP® certification education curriculum criteria. |
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| October 2005 |
"Life and Money Financial Planning Consulting Center" was established in Osaka office.
Instructors Manual for Personal Finance for Teens was published. |
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| December 2005 |
ISO22222 as global requirements for personal financial planners was published by International Organization for Standardization (ISO). |
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| May 2006 |
Membership exceeded 150,000. |
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| June 2006 |
First "Members Networking Gathering" was held. |
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| March 2007 |
First "Practice and Ethics Program for CFP® Certification" was conducted. |
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| April 2007 |
Total of 7 universities offer CFP® Certification Program courses at the Masters level. |
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| August ～ October 2007 |
First National Elementary School Essay Contest for "Secrets to Have Dreams Come True" was held. |
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| November 2007 |
Twentieth Anniversary of JAFP. |
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| December 2007 |
Membership exceeded 160,000. |
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| January 2008 |
New Logo and Tagline of JAFP were published.
First "Money and Life Planning Assessment Examination" was held.
Twentieth Anniversary Celebration was held in Tokyo. |
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| April 2008 |
DVD "Our Personal Finance" as the introductory material for Personal Finance for Teens was published. |
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| June 2008 |
Let's Start Financial Planning Now - Second Life Thoughts for 50s and over was published as a new tool for public education. |
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| March 2009 |
"Personal Finance Instructor" framework was implemented to provide personal finance education to high school students.
JAFP became a council member of The Central Council for Financial Services Information. |
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| April 2009 |
JAFP hosted FPSB Council Meeting in Tokyo. |
