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.
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RICP®Retirement Income Certified Professional®3 Courses: 3 Required / 0 Elective |
Practical. Comprehensive. Current.
The latest ideas in creating sustainable retirement income.
7,000 Americans will reach retirement age every day for the next 17 years: are you ready to ride the wave?
Practical. Comprehensive. Current. The RICP® designation will show you how to create sustainable retirement income for your clients, covering all of the best techniques that are working now.
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ChFC®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.
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CFP®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.
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CASL®Chartered Advisor for Senior Living®5 Courses: 5 Required / 0 Elective |
Retirement Income Education
Become Your Clients' Ultimate Coach
Prepare to assist the more than 76 million baby boomers who are now moving toward retirement with all that lies ahead by signing up for the Chartered Advisor for Senior Living® (CASL®) self-study program. CASL® courses deliver practical education that can help you expand your business and provide lifelong benefits to your clients.
With five in-depth courses, CASL® is the most robust designation available in this specialized field. Completing the program prepares you to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. This is the retirement designation that meets all regulatory standards.
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FSSFinancial Services Specialist6 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.
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CAP®Chartered Advisor in Philanthropy®3 Courses: 3 Required / 0 Elective |
Specialized Training in Philanthropy
Become a Trusted Philanthropic Advisor to Donors and Clients
The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and skills needed to help clients and donors achieve their highest aspirations for self, family, and society. This credential helps to:
- Position you as a confidante to clients and donors as they plan for a better life in a better world.
- Integrate gift planning with estate planning, business succession planning, and investment advisory services.
- Integrate gift planning with a nonprofit's major gift
and planned gift programs. - Emerge in your community as a leader whose legacy — via clients and donors — will live for generations
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. All courses include pre-recorded lectures in which the professor who created the course, Phil Cubeta, guides you through the material step by step. It is like having your own private tutor. And, you can review these lectures at your convenience, any time day or night.
