The American College of Financial Services

Conference of African American Financial Professionals

2021 Virtual CAAFP | August 10 - 11

Join us in Taking Four Steps Forward

Tax Basics of Special Needs Trusts

Join Vincent J. Russo of the Russo Law Group for an in-depth look at special needs trusts in financial planning, including their uses, tax implications, and types of trusts and considerations for drafting them.

Wealth, Managed with Michael Finke and David Blanchett

This season, Michael and David deliver more of their hot takes on wealth management, investments, and all things financial services.

Subscribe & Listen

6/15 WEBCAST

Breaking Money Silence

When it comes to managing clients’ money, silence isn’t an option. Get the skills you need to communicate money concepts across generations to create financial plans built to last.

A nonprofit, accredited, degree-granting institution.

The American College of Financial Services places a premium on quality education. The College works tirelessly to ensure that society has informed, ethical financial service and insurance professionals it can trust. Our degrees and designations are universally recognized as representing the highest standard in expertise and education. More than 200,000 professionals have learned and honed their craft here. What they have found is that in the complex world of financial services, the key to success is being better prepared than the competition. It’s why so many return to The College throughout their careers.

Designations & Degrees

TOP RANKED FACULTY

30+

of the nation’s top thought leaders in
financial services and management

News & Events

Blog

Our faculty provides expert insights into a variety of financial topics.

The 2021 InvestmentNews 40 Under 40: Lindsey Lewis

Jun 07, 2021

Retirement Financial Planner Designations for Financial Advisors

May 07, 2021

Time to Reset: What You Need to Know About IRAs in 2021

May 03, 2021

In the News

Keep up with everything that's happening at The College.

Why Don't Fee-Only Advisors Love Income Annuities? One Says He Knows

Life Annuity Specialist

Jun 09, 2021

Target Date Funds: A “Time Bomb” in a Retirement Tool for the Masses?

ThinkAdvisor

Jun 08, 2021

Special-Needs Trusts: How They Work and What Has Changed

Jun 07, 2021

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Featured Events

WEBCAST: Breaking Money Silence Across Generations

Virtual - Join from any location!

Jun 15, 2021 - Jun 15, 2021

Event Details & Registration

WEBCAST: Establishing Tax Basics of Special Needs Trusts

Virtual - Join from any location!

Jun 16, 2021 - Jun 16, 2021

Event Details & Registration

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CHOOSING A PROGRAM

That's right for you

Whatever your goals, whatever your passion.

We believe that your education is never over. Whether you are just starting out in the financial services profession, looking to advance your earnings potential, or seeking greater career opportunities and satisfaction through specialization, we deliver premium financial services and insurance education options that are relevant, comprehensive, and convenient. We are dedicated to improving every facet of the financial services profession. From the creation of CLU^®, our first financial designation in 1927, to the launch of our immersive, goal-based investment management program, the WMCP^®, The American College of Financial Services continues to develop and deliver innovative programs that meet the needs of the changing financial landscape.

LEARN MORE

build your expertise with

professional programs of study

Whatever your goals, whatever your passion.

LEARN MORE

build your expertise with

professional programs of study

“The ChFC^® sets you aside as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.”

Thomas J. O’Haren, CLU^®, ChFC^®

“The ChFC^® sets you aside as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.”

Richard Lamanno, MSFS

“I have to say that what I learned from the staff and students at The American College was immeasurable. It has helped me progress my professional career and made me a better advisor.”

Frank Lojewski, MSFS, ChFC^®, CLU^®, AEP

“I've found no other professional affiliation who knows financial services as well as The American College! We're grateful for all their valuable leadership, knowledge and advocacy in our industry. Thank you.”

The American College of Financial Services

Conference of African American Financial Professionals

2021 Virtual CAAFP | August 10 - 11

Tax Basics of Special Needs Trusts

Wealth, Managed with Michael Finke and David Blanchett

Breaking Money Silence

News & Events

Blog

In the News

Featured Events

CHOOSING A PROGRAM

That's right for you

“The ChFC® sets you aside as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.”

“The ChFC® sets you aside as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.”

“I have to say that what I learned from the staff and students at The American College was immeasurable. It has helped me progress my professional career and made me a better advisor.”

“I've found no other professional affiliation who knows financial services as well as The American College! We're grateful for all their valuable leadership, knowledge and advocacy in our industry. Thank you.”

“The ChFC^® sets you aside as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.”

“The ChFC^® sets you aside as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.”