ab1 - home hero

Expand Your Opportunities

What are you interested in?

Enrolling in a course or program

Creating a plan to expand my knowledge

Partnering on corporate learning paths

Making a gift to The College

Engaging on issues I care about

Understanding my personal relationship with money

Great, we think these will help.

Browse All Programs

Accelerate your career through knowledge

Receive a Personalized Plan

Test your knowledge and identify priorities

Engage with Business Development

Learn how we can support your company

Support Our Mission

Invest in impact initiatives to benefit society

Explore Centers of Excellence

Uplift the profession through communities

Enroll in a Financial Wellness Program

Build a better relationship with your money

Financial businesswomen working
cb25 program list

Featured Learning to Advance Your Career

IRA Success

Ed Slott & Company's IRA Success


Certification Education Program

Pass your exam the first time with the program that delivers pass rates 10-14% above the national average.


Chartered Life Underwriter®

Develop comprehensive risk management plans with expertise in the practical, legal, and ethical aspects of life insurance strategy and product.


Wealth Management Certified Professional®

Deepen your value with a goal-based planning framework that emphasizes how you impact people, not just portfolios.


Retirement Income Certified Professional®

Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.


Chartered Advisor in Philanthropy®

Help clients achieve their highest philanthropic aspirations with expertise in taxation, fundraising, purposeful planning, family dynamics, psychology, and more.

Browse All Programs
cb12 repeater

Expand Your Opportunities

2023-2024 President’s Report

The year 2023 was a big one for The American College of Financial Services – and we’re proud to share our bold new look, as well as our renewed vision for the profession and benefiting society in 2024, in our annual President’s Report. Get your copy now!

Read the Report
Highlights from 2023-2024 at the college
cb12 repeater


CAAFP 2024

The College is proud to host the upcoming 18th annual Conference of African American Financial Professionals (CAAFP), August 12–14, 2024 in Atlanta, GA. Over 1,000 advisors, educators, thought leaders, and innovators will convene for the industry’s largest gathering of African American financial services professionals

Register Now Opens in new tab
CAAFP attendee group photo
cb21 lg text callout

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.

cb12 repeater

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. 

Discover Why
Diplomas and Degrees hanging on office wall
cb31 stats

Outsized Outcomes For You. For Society.


Students have completed at least one of The College’s professional designation, certification, or graduate degree courses.


Black financial professionals attended The College’s 2023 Conference of African American Financial Professionals.


Was donated by individuals, foundations, and corporate partners in support of The College in 2022.

cb12 repeater

Centers of Excellence

Champion Causes, Connect Communities

Our eight Centers of Excellence execute initiatives to advance the profession and ensure all Americans can achieve financial security. Whatever your passion, there's a purpose for you.

Explore Now
cb33 testimonial slider - V1 & V2
Heather Walsh headshot
quotation mark

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


Scott Winslow headshot
quotation mark

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


Terry Parham headshot
quotation mark

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

Irv Rosenzweig headshot
quotation mark

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

Kristin Kartisek
quotation mark

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

Mickey Rosenzweig Headshot
quotation mark

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®


cb9 features resources - V1

Insights and Resources for What’s Happening Now