A Community Committed to Lifelong Learning
We’re committed to supporting you before, during, and after your coursework with exclusive access to professional resources and the power of The College’s alumni community.
How You Can Get Involved
Propel Your Career Growth
Access resources and support designed to help you pursue or advance your career in financial services.
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Professional Recertification
Maintain your designation to ensure you remain a relevant and valuable partner to the clients you serve.
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Explore Our Centers
Our eight Centers of Excellence intersect academics, philanthropy, and industry for the benefit of society.
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Meet Our Leaders
Our leadership team brings experience from decades in financial services, academia, and for- and nonprofit organizations.
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See Upcoming Events
Browse our upcoming events that connect communities, catalyze change, and accelerate careers through knowledge.
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Map Your Learning Journey
Our Advice Accelerator delivers a personalized learning plan in a few minutes. Expand your opportunities today.
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Check Out Our Podcasts
Our podcasts offer valuable insights from the foremost thought leaders in the field to expand your opportunities.
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Stay in the Know
Follow our Knowledge Hub for expert-driven research, podcasts, webcasts, and more.
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Explore Knowledge Hub+
Expand your opportunities with Knowledge Hub+, delivering 70+ hours of valued CE. Best of all, Professional Recertification Program members receive Knowledge Hub+ at no additional cost.
Upcoming Event
Horizons 2025
Get ready for an epic retirement planning experience with this inaugural, first-of-its-kind conference focused solely on delivering retirement planning expertise. Join us March 3-5, 2025 in Coronado, CA!
A Campaign Tailored to You
Help Decode Your Designations For Potential Clients
Your designations and certifications are emblems of your knowledge and talent — and your clients need to know what you have to offer. This game-changing campaign will help you spell out your value to them with clarity.
Our Latest Resources
Research
Foundation to Specialization: Your Designation Outcomes
Recent research shows that as financial professionals accumulate designations, they may also gain clients and revenue for their practice.
February 27, 2025
Insights
Navigating Retirement Income Planning in Volatile Markets
As financial markets deal with their most turbulent era since the COVID-19 pandemic, many clients may be worried about their retirement income plan — but advisors can help.
April 30, 2025
Insights
The Future of Retirement Income is Service, Not Strategy
Jamie P. Hopkins, Esq., LLM, MBA, CFP® is the chief wealth officer at Bryn Mawr Trust and chief executive officer at Bryn Mawr Capital Management.
April 28, 2025
Insights
How Clients Benefit From Designations
Designations help financial professionals through several key benefits. However, when selling the value of a designation, these professionals often need to speak to the value the designation offers…
April 24, 2025
Insights
How to Apply the Psychology of Investor Behavior
The Psychology of Investor Behavior: Stock Market Expectations & Portfolio Decisions During Market Volatility won ACCI’s 2025 Consumer Movement Archives Applied Consumer Econ Award
April 23, 2025
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Support Our Mission
As an alum, you know the right knowledge gained at the right time can transform careers and communities. Help us advance our mission to benefit society and continue to be the home for lifelong learning.