College for Financial Planning:
Educating the Nation’s Top Financial Advisors

Recently Released!!!
Date Published: September 2011
15 Slides

The College for Financial Planning was founded in 1972. It is based in Greenwood Village, CO. Its web site can be found at

The College for Financial Planning's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Accredited Portfolio Management Advisor Phase
Its profile includes the key statistics of the firm, including offices, employees, assets under administration, revenues, & net profits..
Its profile includes detailed outlines of its core services:
  • Designations
  • Educational Programs
And its profile concludes with the highlights of its organizational structure & ownership.

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