The O. Alfred Granum Center for Financial Security
Strength Through Knowledge and Insight
The American College O. Alfred Granum Center for Financial Security is driving financial services and its clients forward with cutting-edge research and thought leadership.
What Clients Want
Exploring Clients’ Advisory Needs and Expectations
Our national survey asked key questions, including why consumers seek out advisors, what qualities they look for, and what value they expect. It offers a window into clients’ needs and preferences and how they’re evolving.
Strategic Social Security Claiming
Your Strategy Can Add $100,000 to Boost Wealth
The Center’s Executive Director Michael Finke, PhD, CFP® looks at how smart Social Security claiming strategies can boost your clients’ wealth and broaden their portfolio allocation options.
Industry-Leading Insight
Wealth Managed
Michael Finke, PhD, CFP® and Adjunct Professor of Wealth Management David Blanchett explore goal-based planning.
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WMCP® Program
The Wealth Management Certified Professional® (WMCP®) Program helps advisors deliver goal-based wealth planning.
Discover the WMCP®
Practical Insights
We believe that sound, stress-tested ideas can drive practical, evidence-based strategies that deliver real results.
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Latest Webcasts
Our webcasts showcase high-impact interviews with some of the financial services industry's top minds.
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Insights
The Life and Legacy of Al Granum
Many people know Al Granum, CLU® as the creator of a simple system which greatly increased the productivity of insurance agents. But Granum was also tirelessly committed to elevating the professionalism of the industry. Learn more.
March 21, 2023
Podcasts
Staying Ahead of the Curve on Bonds
With rates on bonds fluctuating for the first time in a long while, our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® take a look at the ups...
October 18, 2023
Podcasts
With most people living longer, how can you ensure you don’t run out of money in your retirement years? Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®...
October 18, 2023
Podcasts
How can you treat your long-term physical health more like an investment in your future? Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® e...
October 18, 2023
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Rigor, Research, and Relevance Fuels the WMCP®
Our industry-leading insights have inspired our Wealth Management Certified Professional® designation, which delivers a unique and comprehensive overview of goal-based personal wealth and investment management.
Meet Our Donors
Center Founding Partner & Sponsor
Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
