JAFP's History

November 1987 Japan Association for Financial Planners (JAFP) was established.
January 1990 JAFP established a financial planning certification examination.
May 1992 JAFP introduced the CFP® Certification Program in Japan after signing the Licensing/Affiliation Agreement with Certified Financial Planner Board of Standards (formerly International Board of Certified Financial Planners).
Member's certification was changed to AFP Certicitation.
May 1993 First CFP® Certification Examination was held.
May 1994 JAFP hosted International CFP Council for the first time.
December 1994 First Annual Conference "FP Fair" was held.
March 1995 Free consultations (first Pro Bono work) were provided for consumers who were affected by the Hanshin-Awaji Earthquake to assist recovery from the disaster.
November 1997 First FP Forums, to promote financial planning to consumers, were held at 13 cities.
February 1999 First Journal of Financial Planning was published.
August 1999 "FP Public Relations Center" to provide free telephone consultations was established.
March 2000 Japan Academic Society for Financial Planning (JASFP) was established.
2000 ~ 2001 Establishment of 8 blocks and 47 chapter offices throughout Japan to promote financial planning based on regions.
May 2001 Membership exceeded 100,000.
July 2001 JAFP re-established itself as a Specified Non-profit Organization.
June 2002 JAFP was assigned as an examination body to provide Certified Skilled Professional of Financial Planning by the Ministry of Health, Labour and Welfare.
February 2003 First Certified Skilled Professional of Financial Planning Examination was held.
April 2004 Hokkaido chapter was divided into four, resulting in a total of 50 chapters throughout Japan.
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.
November 2004 "FP Day" was established, having total support from the Financial Services Agency, and FP Forums were held throughout Japan.
"Life and Money Financial Planning Consulting Center" was established in Tokyo headquarter.
April 2005 CFP® certification programs at the Masters level were launched at graduate schools.
May 2006 Membership exceeded 150,000.
March 2007 First "Practice and Ethics Program for CFP® Certification" was conducted.
August 2007 First National Elementary School Essay Contest for "Make My Dreams Come True" was held.
March 2009 "Personal Finance Instructor" framework was implemented to provide personal finance education to high school students.
September 2010 JAFP established personal finance education guidelines: "Personal Finance Education Standards."
January 2011 JAFP started to hold the Third Grade Certified Skilled Professional of Financial Planning Examination.
A new content "Life & Money Quiz" was introduced on JAFP website.
March 2011 Introduction to Financial Planning for Students was published.
May 2011 ~ JAFP started to provide free consultations and memorial seminars to support consumers who were affected by the East Japan Earthquake.
June 2013 The Group of the Promotion for Financial Education (Secretariat: the Central Council for Financial Services Information) was established by the Financial Services Agency, and JAFP was appointed as one of its member organizations.
September 2013 JAFP established "Competency Map for CFP® and AFP Practitioners".
March 2014 In collaboration with the Investment Trusts Association, JAFP added in its website a new content titled "Understanding Investment Trusts – Explained by Financial Planners" to carry out the Group of the Promotion for Financial Education (Secretariat: the Central Council for Financial Services Information) policy report.
October 2014 The complete revision of Life and Money Workbook - Think about life planning with financial planners was published.
The complete revision of Let's Start Retirement Planning Now - Start Thinking about Second Life from 50's was published.
April 2015 CFP® certificants exceeded 20,000.
April 2015 JAFP started to dispatch CFP®/AFP certificants to local governments with the cooperation of the regional chapters to support the poor and needy in accordance with the Law to Support Self-Reliance by Citizens Living in Poverty.
July 2015 JAFP started to dispatch CFP®/AFP certificants to vocational schools for "Academic Support Advice" as requested by the Ministry of Education, Culture, Sports, Science and Technology.
September 2015 In collaboration with the Financial Services Agency, the Tokyo Metropolitan Comprehensive Consumer Center and the other organizations, the consultation event, "That’s what I want to know ! Future Life Planning" was held in Tokyo.
October 2015 JAFP was assigned to the business operator of "Cultivation of Experts to Vitalize Existing Home Market" by the Ministry of Land, Infrastructure, Transport and Tourism and provided the consultation services to consumers by CFP® certificants and professional training courses to foster the experts.
March 2016 JAFP published the report regarding the activities which CFP®/AFP certificants can support or JAFP is required for steady accumulation of Japanese household assets (e.g. Developing policies to enhance the financial literacy of Japanese citizens, which enlightens them on appropriate financial actions).
May 2016 Seminars and networking party to commemorate JAFP 30th Anniversary were held in Sapporo. , followed by Sendai, Tokyo, Kanazawa, Nagoya, Osaka, Hiroshima and Fukuoka through February 2018.
July 2017~ Japan Student Services Organization (Jasso) launched "Scholarship Advisor Program" to dispatch financial planners to high schools in accordance with the establishment of financial need-based scholarship (non-refundable) system and JAFP was outsourced the management of the training program for "Scholarship Advisor". Approximately 2,600 JAFP members were certified as "Scholarship Advisor" and started to be dispatched by Jasso since December.
September 2017 JAFP released "Life & Money Quiz" application software for smartphone for the purpose of advancing financial literacy and increasing the awareness of financial planning.
November 2017 JAFP marked the 30th anniversary of its establishment on 19th November, 2017.