O. Alfred Granum Center for Financial Security | The American College of Financial Services coe_page cb17 coe banner The O. Alfred Granum Center for Financial Security Strength Through Knowledge and Insight The American College O. Alfred Granum Center for Financial Security is driving financial services and its clients forward with cutting-edge research and thought leadership. Discover Our Insights Learn More About the Center cb12 repeater Strategic Longevity Planning Planning for a Longer (and More Expensive) Retirement According to an analysis of The College’s 2023 Retirement Income Literacy Study data, Center director Michael Finke, PhD, CFP® says Americans need ensure they’re financially secure for longer retirements. Read the Takeaways cb12 repeater What Clients Want Exploring Clients’ Advisory Needs and Expectations Our national survey asked key questions, including why consumers seek out advisors, what qualities they look for, and what value they expect. It offers a window into clients’ needs and preferences and how they’re evolving. Discover What Your Clients Want cb19 icon list Industry-Leading Insight Wealth Managed Michael Finke, PhD, CFP® and Adjunct Professor of Wealth Management David Blanchett explore goal-based planning. Listen Now WMCP Program The Wealth Management Certified Professional (WMCP ) Program helps advisors deliver goal-based wealth planning. Discover the WMCP® Practical Insights We believe that sound, stress-tested ideas can drive practical, evidence-based strategies that deliver real results. Dive In Latest Webcasts Our webcasts showcase high-impact interviews with some of the financial services industry's top minds. Watch Now cb9 features resources - V1 Insights to Drive Performance See All Resources View By New View By Trending View By Popular Insights As Economic Struggles Rise, Planning Plummets In recent years, the financial landscape for American consumers has undergone a dramatic transformation. Mounting economic pressures, shifting generational attitudes, and growing uncertainty have led… December 30, 2025 Podcasts The Truth About Tariff Impacts With the Trump administration’s moves on trade shaking up financial markets, we sit down with the experts to discuss this uncertainty’s impact on your clients. By Michael Finke April 10, 2025 Research Retirement: The Power of Tracking Research shows people who track their fitness also track their financial wellness. And just like tracking one’s physical fitness can help motivate healthy behaviors, tracking one’s retirement savings… By Michael Finke July 26, 2024 Podcasts Shares: Going Deep on FIAs and RILAs Many experts say annuity products can make sense as one part of a comprehensive financial plan; however, they can also be extremely complex. By Michael Finke May 20, 2024 News What Is Portfolio Diversification? December 28, 2023 01 03 cb20 footer cta Rigor, Research, and Relevance Fuels the WMCP Our industry-leading insights have inspired our Wealth Management Certified Professional designation, which delivers a unique and comprehensive overview of goal-based personal wealth and investment management. Learn More About the Program Enroll Now cb23 donor tiers Meet Our Donors Center Founding Partner & Sponsor cb23 donor tiers Our Partners in Philanthropy National Strategic Philanthropic Partners National Philanthropic Partners