Financial Education for Securities, Banking, & Insurance Professionals.
Student FAQs
- Create your Student Account and register at the Student Account and Registration link above.
- Speak to a Professional Education counselor at 888-263-7265
- Download the the Course Registration Form
You must contact a Pearson VUE testing center at 866-392-6822 or visit their website at www.vue.com/taclocate to schedule your final exam. Pearson VUE will send you a confirmation email, which lists the scheduled date and time of your exam, as well as directions to the testing center location. Click here to view more detailed information about Pearson VUE testing centers.
Yes. You are eligible for transfer credit towards your courses provided the following:
- You have completed comparable courses at an accredited college or university, or in The American College's Irwin Graduate School
- Courses were completed within 7 years prior to your application date, and a grade of a "C" or better was earned.
There is a $170 (per course) transfer of credit fee. Click here for additional information about transfer credits.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® Certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met ethics, experience, and examination requirements.
- Contact The American College Association Marketing department by calling 800-992-4352 (Monday-Friday 8:00 am - 6 pm eastern time) or by e-mailing .(JavaScript must be enabled to view this email address)
- Create your Student Account and register online.
For OTC courses: The last day to submit an application for an upcoming OTC course is always 8 calendar days prior to the course's start date. Registrations submitted after the deadline will be added to the next monthly course section.
There are several ways to find course availability in your area:
- Once you create your Student Account and begin the online registration process, click on the Class Search option. When viewing the Class Search Results, view the location column to view class details, including start date and class location.
- Contact your course Moderator, NAIFA chair, or company coordinator who informed you that the class was being held. View our NAIFA Local Chair Listing .
- Contact a Professional Education counselor to confirm which courses are being held in your area.
OTC Courses: To be eligible to take the final exam for OTC courses, you must pass 7 of the 8 weekly classes and register a final exam proctor by the 6th week of class. Student and Proctor Final Exam eligibility e-mails will be sent on the Friday prior to the beginning of the Final Exam Testing Period. There is a one week period between the final class (Class 8) due date and the beginning of your course's 14 day testing period. The specific dates for the testing period will be posted in the "Take the Final Exam" link inside your course.
- The student textbook and workbook
- The moderator Guide book
- A packet containing a training handbook with helpful hints on how to best moderate an LUTCF class and the various forms required for administering the class.
Click here for more information on how to become a moderator.
- Click here to create your Student Account, and register at The Student Account and Registration.
- Speak to a Professional Education counselor at 888-263-7265
- Download Admission and Course Registration Forms
- Complete and submit course admission and registration forms
- Submit an official copy of undergraduate degree transcript(s)
- Provide a letter of corporate approval from your supervisor (if applicable)
- Submit a statement of intent indicating experience with budgets
- Complete a telephone interview with the head of the MSM Leadership program.
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