The historical timeline for personal financial planning in the United States began in
A)1940.
B)1969.
C)1981.
D)2014.

Question

Quizplus · Accepted Answer

The historical timeline for personal financial planning in the United States began in 1969 with the establishment of the Institute of Certified Financial Planners, which later became the Certified Financial Planner Board of Standards. This marked the beginning of professionalization and standardization of financial planning services in the US.

The Historical Timeline for Personal Financial Planning in the United