Discover Our Centers of Excellence
Source: http://www.theamericancollege.edu/centers-of-excellence
Archived: 2026-04-23 17:11
Discover Our Centers of Excellence
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Centers of Excellence
Our eight Centers bridge academics, philanthropy, and industry to build programming around topics and communities, conduct industry-defining research, and connect professionals through virtual and in-person experiences.
Home
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Centers of Excellence
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Our Centers’ Role
Cultivate Talent
We promote career pathways and enhance knowledge that strengthens the industry’s future.
Develop Programs
We craft applied education that promotes lifelong learning across communities and areas of expertise.
Host Events
We build in-person and virtual gatherings discussing deep, specialized knowledge you’re passionate about.
Conduct Research
We conduct applied research that firms and policymakers use to strengthen financial services.
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Meet Our Centers
Building Sustainable Economic Change
Center for Economic Empowerment & Equality
Supporting Military Community Transitions
Center for Military & Veterans Affairs
dvancing Women in the Profession
Center for Women in Financial Services
Focusing on Ethics in the Industry
Center for Ethics in Financial Services
Addressing Complex Caregiving Needs
Center for Special Needs
Strengthening Advisor Service
Center for Financial Security
Fostering Charitable Impact
Center for Philanthropy & Social Impact
Improving Retirement Security
Center for Retirement Income
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The Latest From Our Centers
Read the Latest Research
Onboarding Gen Z
How can financial services firms attract and retain Gen Z talent? This study provides a roadmap to strengthen the professional pipeline.
Read More
An Epic Retirement Planning Experience
Horizons 2026
Don’t miss this one-of-a-kind industry event May 4-6, blending a five-star retreat with programming from top retirement experts.
Register Now
Advanced Special Needs Planning Symposium
2026 Symposium
Join professionals from across this discipline May 7-8 for insightful and deep conversations on special needs and disability planning.
Register Now
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Our Centers’ Impact
173
Educational scholarships awarded in 2025.
1
50
CEEE NextGen Program scholars chosen in 2025.
1
1,794
Enrollments in Know Yourself, Grow Your Wealth® consumer financial education program in 2025.
1
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Discover Our Insights
See All Resources
View By New
View By Trending
View By Popular
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
On-Demand Webcasts
Ed Slott’s 2026 Retirement Tax Playbook: Permanently Lower Lifetime Taxes
Hear from America’s leading IRA expert on the impact of recent tax laws on retirement, tax, and estate planning in this on-demand virtual event exclusively on Knowledge Hub+.
March 31, 2026
01
/
03
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Support Our Mission
It’s our mission to benefit society — and with your help, we’ll continue to advance the financial services profession, strengthen underrepresented communities, and ensure Americans grow in financial security.
See Opportunities
Give Now
cb23 donor tiers
Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
footnotes
1
The American College of Financial Services. Centers of Excellence Impact Report. 2025.
Skip to main content
parent_level
cb14 secondary banner
Centers of Excellence
Our eight Centers bridge academics, philanthropy, and industry to build programming around topics and communities, conduct industry-defining research, and connect professionals through virtual and in-person experiences.
Home
/
Centers of Excellence
cb19 icon list
Our Centers’ Role
Cultivate Talent
We promote career pathways and enhance knowledge that strengthens the industry’s future.
Develop Programs
We craft applied education that promotes lifelong learning across communities and areas of expertise.
Host Events
We build in-person and virtual gatherings discussing deep, specialized knowledge you’re passionate about.
Conduct Research
We conduct applied research that firms and policymakers use to strengthen financial services.
cb26 cta grid - v3
Meet Our Centers
Building Sustainable Economic Change
Center for Economic Empowerment & Equality
Supporting Military Community Transitions
Center for Military & Veterans Affairs
dvancing Women in the Profession
Center for Women in Financial Services
Focusing on Ethics in the Industry
Center for Ethics in Financial Services
Addressing Complex Caregiving Needs
Center for Special Needs
Strengthening Advisor Service
Center for Financial Security
Fostering Charitable Impact
Center for Philanthropy & Social Impact
Improving Retirement Security
Center for Retirement Income
cb13 3 column content
The Latest From Our Centers
Read the Latest Research
Onboarding Gen Z
How can financial services firms attract and retain Gen Z talent? This study provides a roadmap to strengthen the professional pipeline.
Read More
An Epic Retirement Planning Experience
Horizons 2026
Don’t miss this one-of-a-kind industry event May 4-6, blending a five-star retreat with programming from top retirement experts.
Register Now
Advanced Special Needs Planning Symposium
2026 Symposium
Join professionals from across this discipline May 7-8 for insightful and deep conversations on special needs and disability planning.
Register Now
cb31 stats
Our Centers’ Impact
173
Educational scholarships awarded in 2025.
1
50
CEEE NextGen Program scholars chosen in 2025.
1
1,794
Enrollments in Know Yourself, Grow Your Wealth® consumer financial education program in 2025.
1
cb9 features resources - V1
Discover Our Insights
See All Resources
View By New
View By Trending
View By Popular
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
On-Demand Webcasts
Ed Slott’s 2026 Retirement Tax Playbook: Permanently Lower Lifetime Taxes
Hear from America’s leading IRA expert on the impact of recent tax laws on retirement, tax, and estate planning in this on-demand virtual event exclusively on Knowledge Hub+.
March 31, 2026
01
/
03
cb20 footer cta
Support Our Mission
It’s our mission to benefit society — and with your help, we’ll continue to advance the financial services profession, strengthen underrepresented communities, and ensure Americans grow in financial security.
See Opportunities
Give Now
cb23 donor tiers
Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
footnotes
1
The American College of Financial Services. Centers of Excellence Impact Report. 2025.