Financial Education for Securities, Banking, & Insurance Professionals.
Not sure what is right for you?
The American College educates more financial planners than anyone else. With a deep presence in securities, insurance, banking, and the world of independent advisors, The College’s educational experience over eight decades delivers exceptional, practical results for professionals to enhance their practices.
The American College, an academic institution with the highest level of accreditation, is the only non-profit public charity specializing in financial services. Wherever you are in your career – just starting out or mastering the highest level of skill demanded by ultra high net-worth clients, The American College has a program designed to benefit your business.
Retirement Income Certified Professional®
3 Courses: 3 Required / 0 Elective
The latest ideas in creating sustainable retirement income.
The RICP® is the first must-have designation in 30 years, and is only available from The American College.
There will be an estimated 7,000 Americans reaching age 65 every day for the next 17 years. These numbers are staggering, and all of these individuals have until present, been focused on asset accumulation.
Today, the game is changing fast for financial professionals. The focus is now on the transition from assets to income, creating a rich, sustainable livelihood for clients. Advisors without this knowledge—or those who have a single-product solution or limited approach—will rapidly fall behind.
Chartered Financial Consultant®
9 Courses: 7 Required / 2 Elective
The Most Complete Financial Planning Program
Reach Your Career Goals with this Program
The Chartered Financial Consultant® (ChFC®) program prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners. You'll gain a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
Certified Financial Planner®
7 Courses: 7 Required / 0 Elective
#1 Provider of CFP® Certification Education
Practical financial planning for financial services professionals.
Choose The American College for an intense, practical financial planning program that prepares you to sit for the CFP® Certification Examination. The American College is the leading provider of financial education, and our pass rates routinely surpass industry averages. You can earn transferable credits that can be used for other designations.
Chartered Advisor for Senior Living®
5 Courses: 5 Required / 0 Elective
Advanced Retirement Planning Education.
The Practical Tools You Need to Serve a Growing Market.
More than 76 million baby boomers are quickly moving into retirement, and they need qualified retirement planning and income advice. Other designations provide a strong foundation for a broad range of financial planning concepts, but only the CASL® designation delivers the rigor and specialized knowledge you need to be truly effective in retirement planning.
A 2011 FINRA survey found the CASL® designation to be one of the most popular with broker-dealers concerned about the need for credibility, depth, continuing education, and ethics in senior and retirement credentials. Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares you to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.
Financial Services Specialist
6 Courses: 3 Required / 3 Elective
Practical Sales Training for Financial Services Professionals
Getting Your Start in Financial Services
The skills you will learn from our distinguished faculty and experienced industry leaders will provide you with the tools to give the best recommendations regarding your clients' overall financial situations, values and other financial needs. As a Financial Services Specialist (FSS) student, you will learn about the financial planning environment and process. You'll gain essential product knowledge while learning practical selling and planning skills that have been shown to boost production by as much as 40 percent.
Chartered Advisor in Philanthropy®
3 Courses: 3 Required / 0 Elective
Specialized Education in Philanthropy
Become a Trusted Advisor to High NetWorth Clients
The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. These are graduate-level courses, and, in the process, you can earn credit toward a Master of Science in Financial Services degree. The CAP® program is designed for self-study, leading to an objective exam in a local exam center.
The Summit of our Professions and an Asset to our Communities
Generally, those enrolled in CAP® are highly successful advisors and fundraisers who are taking their already high-achieving career to another plane. Having learned earlier in their career to plan for client needs, or having learned how to raise significant funds, these advisors and gift planners take CAP® to provide a higher level of service to their donor/clients, and to help advance philanthropy in their local communities. CAP®s become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
Course Delivery that is Designed for You
Our self-study format lets you earn the CAP® designation on your own time, on your own schedule. Course delivery is via recorded lectures, with inset videos. Your course tuition includes the recorded lectures, self tests, a sample exam, readings, and textbooks. Each course concludes with a two-hour exam, administered at more than 4,000 exam centers around the country.