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.
See Options
Professional Recertification
Maintain your designation to ensure you remain a relevant and valuable partner to the clients you serve.
Learn More
Explore Our Centers
Our eight Centers of Excellence intersect academics, philanthropy, and industry for the benefit of society.
See All
Meet Our Leaders
Our leadership team brings experience from decades in financial services, academia, and for- and nonprofit organizations.
Meet the Team
See Upcoming Events
Browse our upcoming events that connect communities, catalyze change, and accelerate careers through knowledge.
Learn More
Map Your Learning Journey
Our Advice Accelerator delivers a personalized learning plan in a few minutes. Expand your opportunities today.
Get Started
Check Out Our Podcasts
Our podcasts offer valuable insights from the foremost thought leaders in the field to expand your opportunities.
Listen Now
Stay in the Know
Follow our Knowledge Hub for expert-driven research, podcasts, webcasts, and more.
Browse Insights01/03
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
Employed Septuagenarians: Working With the Older Client
Individuals who continue working into their 70s have special considerations when it comes to retirement planning. Professor Steve Parrish, JD, RICP®, CLU®, CHFC®, AEP®, offers guidance.
May 15, 2025
Insights
Vice Admiral Zortman Named 2025 Recipient of Soldier-Citizen Award
The Center for Military and Veterans Affairs proudly recognizes the achievements of Vice Admiral James Zortman, USN (Ret.), the 2025 Soldier-Citizen Award recipient.
May 14, 2025
On-Demand Webcasts
The 2025 IRA Revolution: Turning Tax Challenges into Maximum Client Value
Gain key insights on maximizing retirement tax planning strategies for your clients in this on-demand webcast exclusively on Knowledge Hub+.
May 14, 2025
Research
Retirement Longevity Planning: An Expert’s Perspective
As improving social conditions increase life spans and quality of life for many in or nearing retirement, it’s become clear your retirement longevity planning needs to catch up.
May 13, 2025
01/03
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.