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Advance Your Financial Planning Career with ChFC®
Enroll in the Chartered Financial Consultant® (ChFC®) Program by 4/28 and save $1,000 on comprehensive financial planning education that enhances your client relationships and your business.
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.
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
Podcasts
Retirement Planning in Volatile Markets
The Peak 65 retirement wave is cresting just as financial markets face their worst dive in years. What should financial professionals be telling their baby boomer clients?
April 16, 2025
Insights
Long-Term Care Strategies in Retirement Planning
Planning for healthcare costs in retirement is essential but often underemphasized. Without it, even the best retirement plan can be jeopardized by unexpected long-term care needs.
April 16, 2025
Press
The American College of Financial Services Partners With Comercio TV
The College partners with Comercio TV to provide free financial education to the Spanish-speaking community through its online Know Yourself, Grow Your Wealth® program.
April 16, 2025
Insights
Want to Build Trust in Financial Services? Learn to Navigate Blind Spots
Azish Filabi, JD, MA and Dr. Caterina Bulgarella examine how a deeper understanding of stakeholder dynamics can help financial firms build lasting trust in their InvestmentNews article.
April 15, 2025
Insights
Cross-Functional Operationalization of Responsible AI in Financial Services
In February, the Center for Ethics hosted a roundtable on implementing responsible AI in financial services, yielding a governance playbook and strong interest in continued dialogue.
April 15, 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.