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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.
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®
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®
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®
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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
Research
Facing the Future: Addressing Longevity Concerns in Retirement Planning
Despite more Americans living to age 100 than ever before, those in or nearing retirement often neglect to consider longevity in their retirement income planning.
May 21, 2025
Insights
Employed Septuagenarians: Working With the Older Client
Individuals who continue working into their 70s have special considerations when it comes to retirement planning. Professor Steve Parrish, JD, RICP®, CLU®, CHFC®, AEP®, offers guidance.
May 15, 2025
Insights
Vice Admiral Zortman Named 2025 Recipient of Soldier-Citizen Award
The Center for Military and Veterans Affairs proudly recognizes the achievements of Vice Admiral James Zortman, USN (Ret.), the 2025 Soldier-Citizen Award recipient.
May 14, 2025
On-Demand Webcasts
The 2025 IRA Revolution: Turning Tax Challenges into Maximum Client Value
Gain key insights on maximizing retirement tax planning strategies for your clients in this on-demand webcast exclusively on Knowledge Hub+.
May 14, 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.