The American College of Financial Services
Source: http://www.theamericancollege.edu
Archived: 2026-04-23 16:54
The American College of Financial Services
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Expertise
For
Every Stage
What do you want to do?
Enroll in a course or program
Get specialized planning expertise
Partner on corporate learning paths
Make a gift to The College
Engage with Centers of Excellence
Enroll in a financial wellness program
Explore Now
Great! Here’s where to start...
You didn't make a selection! Navigate your experience with the menu bar above.
Browse Learning Opportunities
Find your next step to professional success
Stand Out as a Specialist
See how specialized knowledge can power your growth
Engage With Business Development
Learn how we can support your company’s growth
Support Our Mission
Partner on impact initiatives to benefit society
Visit Centers of Excellence
Explore the missions of our Centers improving financial services
Enroll in a Financial Wellness Program
Improve your relationship with money in any stage of life
cb21 lg text callout
The Beacon for the Financial Services Profession
Client needs are changing. Markets are shifting. The industry is evolving. Since 1927, The American College of Financial Services has leaned into its mission to deliver applied financial knowledge and catalyze change.
See What Makes Us Unique
Browse Our Programs
cb25 program list
Featured Learning to Advance Your Career
CFP
®
Certification Education Program
Ace your exam the first time with a program whose pass rates remain above the national average.
Enroll Now
View Details
ChFC
®
Chartered Financial Consultant
®
Go further to address diverse client needs with comprehensive knowledge in key areas of financial planning today. CFP® professionals need just one more course!
Enroll Now
View Details
RICP
®
Retirement Income Certified Professional
®
Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.
Enroll Now
View Details
TPCP
®
Tax Planning Certified Professional
®
Deliver tax-informed advice with specialized knowledge in tax planning.
Enroll Now
View Details
CAP
®
Chartered Advisor in Philanthropy
®
Help clients achieve their highest philanthropic aspirations with expertise in taxation, fundraising, purposeful planning, family dynamics, psychology, and more.
Enroll Now
View Details
IRA Success
Ed Slott & Company's IRA Success
Get the IRA knowledge you need from America's IRA expert and Professor of Practice, Ed Slott, CPA.
Enroll Now
View Details
Browse All Programs
cb12 repeater
2025 President’s Report
Discover the Power of Progress
See the stories of impact made possible by our powerful partnerships and professional networks, from community groups transforming consumer financial education to growing Gen Z’s opportunities and more!
Read the Full Report
CB112 - Featured Content
See What's New at The College
RSSA
®
Registered Social Security Analyst
®
Get expert-level strategies for leveraging Social Security benefits in your clients’ retirement planning. Save up to 20% in tuition through our exclusive partnership!
Upcoming Event
Advanced Special Needs Planning Symposium
Join us May 7-8, 2026, in Orlando, FL, for a one-of-a-kind in-person event bringing together professionals from across financial services and beyond for insightful and deep conversations on special needs and disability planning.
Upcoming Event
An Epic Retirement Planning Experience
Horizons is back for its second year. Join us in Orlando, FL, to experience the profession’s top experts, networking events that connect you with industry veterans, experiential excursions, and more!
RSSA
®
Registered Social Security Analyst
®
Get expert-level strategies for leveraging Social Security benefits in your clients’ retirement planning. Save up to 20% in tuition through our exclusive partnership!
Upcoming Event
Advanced Special Needs Planning Symposium
Join us May 7-8, 2026, in Orlando, FL, for a one-of-a-kind in-person event bringing together professionals from across financial services and beyond for insightful and deep conversations on special needs and disability planning.
Upcoming Event
An Epic Retirement Planning Experience
Horizons is back for its second year. Join us in Orlando, FL, to experience the profession’s top experts, networking events that connect you with industry veterans, experiential excursions, and more!
01
/
00
cb31 stats
Outsized Outcomes For You. For Society.
200K
Students have completed at least one of The College’s professional designation, certification, or graduate degree courses.
17K+
Students currently enrolled as of December 2025.
+13%
Higher growth in earnings is one of the outcomes College designees experienced over a three-year period compared to advisors with no designations, according to FUSE Research Network.
cb33 testimonial slider - V1 & V2
By using behavioral finance to keep clients in a plan…that's how we're specializing. That's how we're talking to our clients, and a lot of that came from our education at The American College of Financial Services.
Scott Winslow, MSFS, ChFC
®
, CLU
®
, RICP
®
, AEP
®
, CCFC
After selling my business of 22 years, I went back to school and chose a new career path. The College’s Chartered Advisor in Philanthropy
®
(CAP
®
) designation program gave me all the answers I needed to speak the language of other professionals and members of the nonprofit community.
Dominique Langerman, MPA, CAP
®
The College’s Tax Planning Certified Professional
®
(TPCP
®
) Program gave me in-depth knowledge to help individual clients and private foundations reduce their tax burdens. The designation provides great confidence to clients, and most of them stick with me for their tax planning year after year.
Philip Wu, EA, NSSA
®
, CTRS, TPCP
®
, AFSP, CETF
®
The strength of The College’s curriculum is what drew me to it, and it’s what allowed me to expand my opportunities and accelerate my career through that knowledge.
Heather Welsh, CFP
®
, AEP
®
, MSFS
The College’s education has been like body armor for me. I’ll absolutely be a lifelong learner.
Terry Parham, MSFP, CFP
®
, ChFC
®
, CLU
®
, RICP
®
, WMCP
®
What I learned at The American College of Financial Services gave me the confidence and knowledge to get creative with helping business owners and others in need of succession planning fund their own retirements.
Irv Rosenzweig, CFP
®
, ChFC
®
, CLU
®
, CRPS
®
, AEP
®
, AIF
®
01
/
00
cb9 features resources - V1
Insights and Resources for What’s Happening Now
See All Resources
View By New
View By Trending
View By Popular
Insights
RSSA
®
vs. RICP
®
: Comparing Two Certifications
You’re seeking specialization in retirement planning — a diverse and complex field with many different facets. So, which designation or certification is right for you?
February 09, 2026
Podcasts
Advice Utopia or Robot Overlords: What to Expect From AI in the Future
Michael Finke, PhD, CFP®, and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, talk about AI and what it could mean for the future of financial services in this episode of Shares.
By
Michael Finke
April 16, 2026
Insights
Five Questions With Siu Lung (Philip) Wu
As an advisor, earning trust is about more than technical skill; it’s about expertise, approach, and the ability to connect meaningfully with clients.
April 15, 2026
Insights
Guiding Clients Through Longevity Risk
Longevity risk can derail retirement, but planning ahead ensures clients enjoy a secure, lasting income.
April 15, 2026
Press
The College Appoints Uneeka Jay as Chief Administrative Officer
The College welcomes a new chapter in organizational leadership with Uneeka Jay as Chief Administrative Officer, bringing extensive experience in operations, human resources, and executive leadership.
April 07, 2026
01
/
03
footnotes
1
Orion Study. 2021.
2
Herbers and Company Service Market Growth Study. 2023.
3
RIA Growth and Specialized Knowledge Survey. The American College of Financial Services. 2022.
Skip to main content
homepage
ab1 - home hero
Expertise
For
Every Stage
What do you want to do?
Enroll in a course or program
Get specialized planning expertise
Partner on corporate learning paths
Make a gift to The College
Engage with Centers of Excellence
Enroll in a financial wellness program
Explore Now
Great! Here’s where to start...
You didn't make a selection! Navigate your experience with the menu bar above.
Browse Learning Opportunities
Find your next step to professional success
Stand Out as a Specialist
See how specialized knowledge can power your growth
Engage With Business Development
Learn how we can support your company’s growth
Support Our Mission
Partner on impact initiatives to benefit society
Visit Centers of Excellence
Explore the missions of our Centers improving financial services
Enroll in a Financial Wellness Program
Improve your relationship with money in any stage of life
cb21 lg text callout
The Beacon for the Financial Services Profession
Client needs are changing. Markets are shifting. The industry is evolving. Since 1927, The American College of Financial Services has leaned into its mission to deliver applied financial knowledge and catalyze change.
See What Makes Us Unique
Browse Our Programs
cb25 program list
Featured Learning to Advance Your Career
CFP
®
Certification Education Program
Ace your exam the first time with a program whose pass rates remain above the national average.
Enroll Now
View Details
ChFC
®
Chartered Financial Consultant
®
Go further to address diverse client needs with comprehensive knowledge in key areas of financial planning today. CFP® professionals need just one more course!
Enroll Now
View Details
RICP
®
Retirement Income Certified Professional
®
Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.
Enroll Now
View Details
TPCP
®
Tax Planning Certified Professional
®
Deliver tax-informed advice with specialized knowledge in tax planning.
Enroll Now
View Details
CAP
®
Chartered Advisor in Philanthropy
®
Help clients achieve their highest philanthropic aspirations with expertise in taxation, fundraising, purposeful planning, family dynamics, psychology, and more.
Enroll Now
View Details
IRA Success
Ed Slott & Company's IRA Success
Get the IRA knowledge you need from America's IRA expert and Professor of Practice, Ed Slott, CPA.
Enroll Now
View Details
Browse All Programs
cb12 repeater
2025 President’s Report
Discover the Power of Progress
See the stories of impact made possible by our powerful partnerships and professional networks, from community groups transforming consumer financial education to growing Gen Z’s opportunities and more!
Read the Full Report
CB112 - Featured Content
See What's New at The College
RSSA
®
Registered Social Security Analyst
®
Get expert-level strategies for leveraging Social Security benefits in your clients’ retirement planning. Save up to 20% in tuition through our exclusive partnership!
Upcoming Event
Advanced Special Needs Planning Symposium
Join us May 7-8, 2026, in Orlando, FL, for a one-of-a-kind in-person event bringing together professionals from across financial services and beyond for insightful and deep conversations on special needs and disability planning.
Upcoming Event
An Epic Retirement Planning Experience
Horizons is back for its second year. Join us in Orlando, FL, to experience the profession’s top experts, networking events that connect you with industry veterans, experiential excursions, and more!
RSSA
®
Registered Social Security Analyst
®
Get expert-level strategies for leveraging Social Security benefits in your clients’ retirement planning. Save up to 20% in tuition through our exclusive partnership!
Upcoming Event
Advanced Special Needs Planning Symposium
Join us May 7-8, 2026, in Orlando, FL, for a one-of-a-kind in-person event bringing together professionals from across financial services and beyond for insightful and deep conversations on special needs and disability planning.
Upcoming Event
An Epic Retirement Planning Experience
Horizons is back for its second year. Join us in Orlando, FL, to experience the profession’s top experts, networking events that connect you with industry veterans, experiential excursions, and more!
01
/
00
cb31 stats
Outsized Outcomes For You. For Society.
200K
Students have completed at least one of The College’s professional designation, certification, or graduate degree courses.
17K+
Students currently enrolled as of December 2025.
+13%
Higher growth in earnings is one of the outcomes College designees experienced over a three-year period compared to advisors with no designations, according to FUSE Research Network.
cb33 testimonial slider - V1 & V2
By using behavioral finance to keep clients in a plan…that's how we're specializing. That's how we're talking to our clients, and a lot of that came from our education at The American College of Financial Services.
Scott Winslow, MSFS, ChFC
®
, CLU
®
, RICP
®
, AEP
®
, CCFC
After selling my business of 22 years, I went back to school and chose a new career path. The College’s Chartered Advisor in Philanthropy
®
(CAP
®
) designation program gave me all the answers I needed to speak the language of other professionals and members of the nonprofit community.
Dominique Langerman, MPA, CAP
®
The College’s Tax Planning Certified Professional
®
(TPCP
®
) Program gave me in-depth knowledge to help individual clients and private foundations reduce their tax burdens. The designation provides great confidence to clients, and most of them stick with me for their tax planning year after year.
Philip Wu, EA, NSSA
®
, CTRS, TPCP
®
, AFSP, CETF
®
The strength of The College’s curriculum is what drew me to it, and it’s what allowed me to expand my opportunities and accelerate my career through that knowledge.
Heather Welsh, CFP
®
, AEP
®
, MSFS
The College’s education has been like body armor for me. I’ll absolutely be a lifelong learner.
Terry Parham, MSFP, CFP
®
, ChFC
®
, CLU
®
, RICP
®
, WMCP
®
What I learned at The American College of Financial Services gave me the confidence and knowledge to get creative with helping business owners and others in need of succession planning fund their own retirements.
Irv Rosenzweig, CFP
®
, ChFC
®
, CLU
®
, CRPS
®
, AEP
®
, AIF
®
01
/
00
cb9 features resources - V1
Insights and Resources for What’s Happening Now
See All Resources
View By New
View By Trending
View By Popular
Insights
RSSA
®
vs. RICP
®
: Comparing Two Certifications
You’re seeking specialization in retirement planning — a diverse and complex field with many different facets. So, which designation or certification is right for you?
February 09, 2026
Podcasts
Advice Utopia or Robot Overlords: What to Expect From AI in the Future
Michael Finke, PhD, CFP®, and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, talk about AI and what it could mean for the future of financial services in this episode of Shares.
By
Michael Finke
April 16, 2026
Insights
Five Questions With Siu Lung (Philip) Wu
As an advisor, earning trust is about more than technical skill; it’s about expertise, approach, and the ability to connect meaningfully with clients.
April 15, 2026
Insights
Guiding Clients Through Longevity Risk
Longevity risk can derail retirement, but planning ahead ensures clients enjoy a secure, lasting income.
April 15, 2026
Press
The College Appoints Uneeka Jay as Chief Administrative Officer
The College welcomes a new chapter in organizational leadership with Uneeka Jay as Chief Administrative Officer, bringing extensive experience in operations, human resources, and executive leadership.
April 07, 2026
01
/
03
footnotes
1
Orion Study. 2021.
2
Herbers and Company Service Market Growth Study. 2023.
3
RIA Growth and Specialized Knowledge Survey. The American College of Financial Services. 2022.