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2024-2025 President’s Report
Stories of Impact and Inspiration
The annual President’s Report is a showcase of how our work powers your professional success. See how we’re helping you accelerate through knowledge, uplift through community, and grow through connections.
Retirement Readiness Experience
Build a Confident Retirement Plan
The Retirement Course™ is designed to enhance pre- and current retirees’ knowledge and confidence across many essential topics such as Social Security, health care, income planning, finding meaning in retirement, and more.
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.
Outsized Outcomes For You. For Society.
200K
Students have completed at least one of The College’s professional designation, certification, or graduate degree courses.
350+
Retirement planning professionals attended The College's inaugural flagship event, Horizons 2025.
+13%
Higher growth in earnings is one of the outcomes College designees experienced over the past three years compared to advisors with no designations.
My time at The College has been amazing. The professors are experts and make complex topics easy to understand. The flexibility of the programs allowed me to balance my studies with my career, and I’ve gained practical skills that I use every day. I’d recommend it to anyone looking to grow in the financial services field.
Derek Schletzer
ChSNC®
Everyone in financial services is an educator: we educate our clients to make informed decisions for their financial futures, and therefore, we have to be educated ourselves. Enrollment in The College is one of the wisest decisions you can make to grow your knowledge and your practice.
Sherrilee Buller
CLU®
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®
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®
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Insights and Resources for What’s Happening Now
Research
Retirement Longevity Planning: An Expert’s Perspective
As improving social conditions increase life spans and quality of life for many in or nearing retirement, it’s become clear your retirement longevity planning needs to catch up.
May 13, 2025
Insights
From Recognition to Realization
President and CEO George Nichols III, CAP®, reflects on Juneteenth and College initiatives, including the upcoming CAAFP event this August.
June 18, 2025
Podcasts
Tax Policy Proposals and Impacts
Congress is currently debating codifying large portions of 2017 tax changes into permanent law. What does this mean for you and your clients’ planning in 2025?
June 17, 2025
News
College News Roundup: May 24 - June 14, 2025
At The American College of Financial Services, our thought leaders are spearheading important discussions on the most pressing topics in financial services today. Here’s a look at how we’re…
June 14, 2025
On-Demand Webcasts
Planning in a Crisis: Caregiving and Long-Term Care Transitions
Join our thought leaders from the American College Center for Special Needs as they provide a thorough overview of long-term care planning strategies for uncertain times.
June 10, 2025
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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.