Mission, Vision, Values

Mission, Vision, Values

The American College of Financial Services

Since 1927, The American College of Financial Services has helped professionals realize their career goals through rigorous and practical education in financial services. Our mission is clear – we are committed to benefitting society by delivering the highest quality education to the professionals entrusted with the public’s financial well-being. That commitment drives us to a focus on student success, relevant course material, and discovering new solutions for financial security.

From the creation of our first financial designation in 1927 — the prestigious Chartered Life Underwriter® (CLU®) insurance specialty — to the recent launch of our groundbreaking Retirement Income Certified Professional® (RICP®) designation, The College’s faculty continue to develop and deliver innovative programs that meet the needs of the changing financial landscape.

Our faculty and Centers of Excellence are comprised of thought leaders whose insights help shape the financial services profession. Please use our website as a valuable resource for current industry news, information on our programs, and up-to-date lectures and webcasts that bring these experts to you. You will find what distinguishes The College from other academic institutions is an unwavering commitment to Pracademics —that’s practical academics — helping advisors master such topics as wealth accumulation, financial planning, philanthropic guidance, and retirement distribution strategies – all with a focus on ethics and professional standards.

Thank you for taking the time to explore The American College of Financial Services and learn more about us. We challenge you to take the next step in your professional development and choose us as your partner in career-long learning.

The mission of The American College of Financial Services: We provide applied financial knowledge and education, promote lifelong learning, and advocate for ethical standards for the benefit of society.

As the leader in financial services education, we will partner with companies and professionals to help them realize their full potential, creating relevant learning opportunities that:

  • Raise expectations and standards
  • Build sustainable advantages for our clients
  • Influence the industry and general public for the common good


We inspire trust by keeping our commitments and doing what is right


We treat people with dignity. We listen, we collaborate, we care.


We use resources effectively to further our mission. We are empowered to take initiative and maximize potential; we are responsible for achieving results.


We are passionate about lifelong learning, embrace innovation, and are driven to lead.

Our students and designation holders are a direct reflection of The American College of Financial Services. As such we celebrate their successes, and also ask of them to adhere to the highest standards, as laid out by our trustees.