10 years ago in the Profession

September 2002
Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p31
Academic Journal
This section provides information on the events that occurred in the financial planning industry in the U.S. in 1992. The College for Financial Planning created an umbrella organization, the National Endowment for Financial Education (NEFE), largely in an effort to provide financial education directly to the public. Under NEFE was the College, the Institute for Tax Studies, NEFE Press, the Public Education Center and the Consumer Education Center. NEFE later sold off the College. A revised Boucher bill, known as the Boucher-Markey bill, designed to regulate the financial planning industry, made it out of committee, but with little bite in it. As usual, much of the fight was over which financial professionals would and would not be regulated.


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