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.
Strategic Longevity Planning
Planning for a Longer (and More Expensive) Retirement
According to an analysis of The College’s 2023 Retirement Income Literacy Study data, Center director Michael Finke, PhD, CFP® says Americans need ensure they’re financially secure for longer retirements.
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.
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.
Watch NowInsights to Drive Performance
Podcasts
The Truth About Tariff Impacts
With the Trump administration’s moves on trade shaking up financial markets, we sit down with the experts to discuss this uncertainty’s impact on your clients.
April 10, 2025
Research
Retirement: The Power of Tracking
Research shows people who track their fitness also track their financial wellness. And just like tracking one’s physical fitness can help motivate healthy behaviors, tracking one’s retirement savings…
July 26, 2024
Podcasts
Shares: Going Deep on FIAs and RILAs
Many experts say annuity products can make sense as one part of a comprehensive financial plan; however, they can also be extremely complex.
May 20, 2024
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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
