News Roundup: November 2025

Investopedia | CFP vs. CLU vs. ChFC: Which Financial Credential Is Right for You?
October 28, 2025

This article breaks down some of the leading financial credentials — including The College’s  Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations — and offers guidance on determining which to acquire.

ThinkAdvisor | Lines Blur Between Estate Planning and Retirement
October 28, 2025

In this article, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, explains the importance for affluent clients to understand the distinction between legacy, estate, and retirement planning, and how the lines often blur.

ThinkAdvisor | The Future of Advice Is About Planning, Not Just Portfolios: Jeff Levine
October 30, 2025

In this interview with Professor of Practice Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA, he discusses the future of the profession and end-of-year tax tips.

Forbes | Getting To Know You Tuesday: Sophia Duffy
November 11, 2025

In this interview with Tax Planning Certified Professional® (TPCP®) Program Director Sophia Duffy, JD, CPA, AEP®, she shares insights from her career journey and speaks to technology’s role in the future of financial planning.

InvestmentNews | goRIA On-Location with Jared Trexler
November 6, 2025

Chief Marketing and Strategy Officer Jared Trexler discusses the TPCP® Program and how The College believes specialization is the future of the financial services profession.

NYSE | George Nichols of The American College of Financial Services Joins Floor Talk
November 14, 2025

College President and CEO George Nichols III, CAP®, discusses The College’s first-ever consumer awareness and engagement campaign on the floor of the New York Stock Exchange.