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Enrolling in a course or program
Creating a plan to expand my knowledge
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Making a gift to The College
Engaging on issues I care about
Understanding my personal relationship with money
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Accelerate your career through knowledge
Test your knowledge and identify priorities
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Upcoming Event
Horizons 2025
Get ready for an epic retirement planning experience with this inaugural, first-of-its-kind conference focused solely on delivering retirement planning expertise. Join us March 3-5, 2025 in Coronado, CA!
Upcoming Event
2024 Advanced Special Needs Planning Symposium
Join us in Phoenix, AZ this November for a one-of-a-kind event delivering advanced learning on special needs planning for those working with individuals with special needs and caregivers.
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.
Our Journey Together
Your Life's Work
Each day, you help clients understand financial markets and the issues that matter. Thousands of your peers partner on their path to success with us. You can too.
Why Become a TPCP™
80%
Of investors believe their advisors should be focused on minimizing their tax obligations.1
70%
Of consumers with at least $250,000 in investable assets want help with tax and retirement planning.2
50%
Of independent advisors say advanced tax planning is a significant knowledge gap for them.3
Enroll Now and Save
Join the Vanguard of Tax-Informed Planners
Our TPCP™ Program delivers comprehensive tax planning knowledge to best advise individuals and businesses owners across their lifespan from the foremost minds in the industry today. Get started now and save $500 on the must-have designation with promo code TAXPLAN24.
One thing all your clients have in common is they’d like to pay as little tax as possible. Even if you don’t think you’re doing tax planning, you’re often making decisions that have meaningful tax impacts on their lives. There was only one institution that could deliver this knowledge on the right scale to me, and that’s The College.
Jeffrey Levine
CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™
The CPA and the lawyer can’t do this alone, and we’re missing a leg of the table if the financial advisor is not tax-savvy and questioning what strategies can be used and how things are being reported.
Alan Gassman
JD, LLM, AEP®
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 has always been there for me, with some of the top thought leaders in the business as part of their curriculum. I don't know how else I could have gotten a world-class education in specialized financial planning knowledge without a distance learning partner like them.
Scott Winslow
MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC
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®
Co-Founder and Financial Planner, Innovative Wealth Building
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®
Executive Business Consultant, Diversified LLC
When I’m talking to someone who wants to be a part of our team, it definitely sets them apart if they have a designation or degree from The College. We have developed our own career progression, and enrolling in a College program is a huge part of that.
Kristen Kartisek, MBA, CLU®
Director, Senior Recruiter, Sequoia Financial Group
The American College of Financial Services is the citadel of knowledge. Applied knowledge is power, and it’s allowed me to explain complex issues in a way clients and their advisors can understand.
Mickey Rosenzweig, CLU®, ChFC®, AEP®
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Insights and Resources for What’s Happening Now
Insights
FinServe Network Convenes for 2024 Summit
The College held its second annual FinServe Network Summit on September 18 and 19, 2024 at its King of Prussia, PA campus – a gathering of rising stars and established figures from across the…
October 21, 2024
Insights
Meet the 2024 Class of Our FinServe Network
Following the successful launch of The College’s FinServe Network in 2023, six new ambassadors are being added to the group’s ranks to continue to expand advocacy for our mission, programs, and…
October 31, 2024
Insights
Learn About the Fundamental Principles of Tax Planning
With anticipation growing for the Tax Planning Certified Professional™ program, now is the perfect time to familiarize yourself with the fundamental principles of tax planning. Join Jeffrey Levine…
August 09, 2024
Insights
Welcoming Our Newest Professor of Practice, Jeffrey Levine
To fill the growing gap between advisor knowledge of tax-informed planning and client demand for it, we knew we had to leverage our deep professional connections. That’s why we’re welcoming a pro who…
October 14, 2024
Podcasts
The Power of Coordinated Planning
Client satisfaction is at the heart of success in financial services – and creating more powerful and lasting client relationships involves putting them at the core of the planning process.
October 28, 2024
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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.