Impact 2027 – Vision 2027
The Path to Our Centennial
Expanding Our Reach
For nearly 100 years, we’ve served as the leading financial education institution, preparing the profession with rigor and relevance. Our legacy continues by thinking bigger with deeper impact.
Staying Ahead of the Advice Movement
Research by Spectrem Group identified a large gap between the services clients expect and what they receive from financial professionals. Financial planning, trust services, and advice on wealth transfer, estate planning, tax planning, long-term care insurance, life insurance, and more all fall grossly below clients' expectations.1
For nearly a century, The College has responded to changing client needs with applied financial programs infused with ethical-decision making — helping equip a new era of financial specialists to boost the financial advice they give and increase consumers’ financial strength through more trusted relationships with financial professionals.
Diversifying Financial Services
Many factors hinder organizations' efforts to attract, recruit and retain advisors, especially advisors of color and from other underserved communities. Without diverse representation, many American populations remain disconnected from the knowledge, products, and services critical to helping them obtain financial security. And the wealth gap continues to widen.
The College aims to help tackle looming advisor shortages and increase diverse representation in financial services by opening more doors to career success with innovative programming. Additionally, we’re broadening our reach to consumers by delivering financial education that empowers greater confidence and connection to an industry that can help them achieve more.
Today's Reality
37%
Of financial advisors are estimated to retire by 2032.1
200,000
Men and women leave U.S. military service and transition to civilian life in search of new careers each year.2
1.9%
Of financial advisors are Black or African American.3
5%
Of CEOs in financial services are female, yet women represent 50.5% of the population.4
Improving Retirement Outcomes for More Americans
Retirement planning is not only for the Baby Boomers, and with most Americans having insufficient retirement planning knowledge and inadequate savings to achieve retirement security, America is facing a crisis.
The College has prioritized deepening the expertise of more financial professionals with vital and valued retirement planning knowledge to improve retirement outcomes for more Americans through holistic planning at every age and stage of an individual's wealth-building journey. We also believe equipping everyday Americans with actionable insights can improve their retirement readiness at an earlier age.
Financial Security at Risk
78%
Of Americans have $50,000 or less saved for retirement.1
89%
Of women receive a failing grade on retirement literacy.2
2 in 10
Women feel highly knowledgeable about Social Security.3
68%
Of consumers have a deficient level of knowledge when determining a prudent withdrawal rate from assets.4
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Explore the Possibilities
Whether you want to accelerate through knowledge, grow through connections, or uplift society through impact initiatives, you’ve come to the right place.