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State & CFP® CE Please note: CE is only available at the course level.
State filter cannot be used in conjunction with CFP® Board Approved Courses filter.
CFP® Board Approved Courses Filter cannot be used in conjunction with State filter.

Does your state require a proctor affidavit? Learn more

Program & Course Type
Interest Area
Experience Level

Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.

All CE credit approved by the state of New York for The American College courses expire on November 30, 2025. The College does not charge an additional exam monitor fee outside of tuition cost. To see licensee eligible for credit for each approved course please use this link.

Trust Certificate Program

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WMCP®

Wealth Management Certified Professional®

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CAP 539 Planning for Impact in Context of Family Wealth

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The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan.
Related Programs:

AEP | CAP® | MSFPP

  • Available CE:0

CAP 549 Charitable Giving Strategies

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The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift.
Related Programs:

AEP | CAP® | MSFPP

  • Available CE:0

CAP 559 Gift Planning in a Nonprofit Context

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The focus of this course is on gift planning for nonprofits. By the end of this course, students should have the knowledge needed to apply the concepts and processes introduced in CAP539/GS839 and CAP549/GS849 to develop six to eight figure gifts for a specific nonprofit from its highest capacity donors.
Related Programs:

CAP® | MSFPP

  • Available CE:0

CE 128 Ethics in the Financial Services Profession

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This course reviews timely and relevant ethical issues in the financial services profession. This course is for ethics credit toward Professional Recertification credit only. It does not qualify for any state insurance CE. For CFP CE, please select CE 126.
Related Programs:

CONTINUING EDUCATION (CE)

  • Available CE:0

CE 151 Navigating the SECURE Act

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This course provides an overview of the CARES and SECURE Acts in 2022. Students gain insight on how this legislation up-ended long standing retirement rules. Other topics explored in this course include, Coronavirus-Related Distributions (CRDs), CRD income inclusion and repayment provisions, and the SECURE Act summary of key changes.
Related Programs:

IRA

  • CE: 1G

CE 152 Planning for the End of the Stretch IRA

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This course examines planning for the end of the stretch IRA and discusses the application of the 10-year rule. Through a series of examples, students will learn how the SECURE Act’s post-death payout rules will assist their beneficiary clients.
Related Programs:

IRA

  • CE: 1.5G

CE 153 IRA Beneficiary Examples, Mistakes, and Checklists

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This course provides an overview of the foundational IRA beneficiary knowledge needed to achieve IRA success for financial professionals and their clients.?Students identify the right questions to ask to avoid potential IRA beneficiary mistakes.
Related Programs:

IRA

  • CE: 2G

CE 154 25 IRA Rules You Must Know (Part One)

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This course is the first of three courses dedicated to the 25 IRA rules every financial professional must know. Students explore the first 10 rules, essential IRA planning strategies, the RMD aggregation rules, 5-year rule confusion after death, creditor protection of IRAs, and Medicaid treatment of retirement accounts.
Related Programs:

IRA

  • CE: 2.5G

CE 155 25 IRA Rules You Must Know (Part Two)

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This course resumes the examination of the 25 IRA rules every financial professional must know. Students explore the 5-year rules for Roth IRAs, qualified domestic relations orders or QDROs, non-spouse beneficiary rollover rules, and goes in-depth on the 10% early distribution penalty exceptions including cases and planning ideas.
Related Programs:

IRA

  • CE: 2.5G

CE 156 25 IRA Rules You Must Know (Part Three)

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In this final course dedicated to the 25 IRA rules, students focus on key information on splitting IRAs, spousal rollovers, tax breaks for IRA and plan beneficiaries, 60-day rollover relief, and correcting excess IRA contributions.
Related Programs:

IRA

  • CE: 3.5G
State & CFP® CE
Please note: CE is only available at the course level.
State filter cannot be used in conjunction with CFP® Board Approved Courses filter.
CFP® Board Approved Courses Filter cannot be used in conjunction with State filter.

Does your state require a proctor affidavit? Learn More


Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.

Trust Certificate Program

View Details

WMCP®

Wealth Management Certified Professional®

View Details

CAP 539 Planning for Impact in Context of Family Wealth

View Course Details
The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan.
Related Programs:

AEP | CAP® | MSFPP

  • Available CE:0

CAP 549 Charitable Giving Strategies

View Course Details
The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift.
Related Programs:

AEP | CAP® | MSFPP

  • Available CE:0

CAP 559 Gift Planning in a Nonprofit Context

View Course Details
The focus of this course is on gift planning for nonprofits. By the end of this course, students should have the knowledge needed to apply the concepts and processes introduced in CAP539/GS839 and CAP549/GS849 to develop six to eight figure gifts for a specific nonprofit from its highest capacity donors.
Related Programs:

CAP® | MSFPP

  • Available CE:0

CE 128 Ethics in the Financial Services Profession

View Course Details
This course reviews timely and relevant ethical issues in the financial services profession. This course is for ethics credit toward Professional Recertification credit only. It does not qualify for any state insurance CE. For CFP CE, please select CE 126.
Related Programs:

CONTINUING EDUCATION (CE)

  • Available CE:0

CE 151 Navigating the SECURE Act

View Course Details
This course provides an overview of the CARES and SECURE Acts in 2022. Students gain insight on how this legislation up-ended long standing retirement rules. Other topics explored in this course include, Coronavirus-Related Distributions (CRDs), CRD income inclusion and repayment provisions, and the SECURE Act summary of key changes.
Related Programs:

IRA

  • CE: 1G

CE 152 Planning for the End of the Stretch IRA

View Course Details
This course examines planning for the end of the stretch IRA and discusses the application of the 10-year rule. Through a series of examples, students will learn how the SECURE Act’s post-death payout rules will assist their beneficiary clients.
Related Programs:

IRA

  • CE: 1.5G

CE 153 IRA Beneficiary Examples, Mistakes, and Checklists

View Course Details
This course provides an overview of the foundational IRA beneficiary knowledge needed to achieve IRA success for financial professionals and their clients.?Students identify the right questions to ask to avoid potential IRA beneficiary mistakes.
Related Programs:

IRA

  • CE: 2G

CE 154 25 IRA Rules You Must Know (Part One)

View Course Details
This course is the first of three courses dedicated to the 25 IRA rules every financial professional must know. Students explore the first 10 rules, essential IRA planning strategies, the RMD aggregation rules, 5-year rule confusion after death, creditor protection of IRAs, and Medicaid treatment of retirement accounts.
Related Programs:

IRA

  • CE: 2.5G

CE 155 25 IRA Rules You Must Know (Part Two)

View Course Details
This course resumes the examination of the 25 IRA rules every financial professional must know. Students explore the 5-year rules for Roth IRAs, qualified domestic relations orders or QDROs, non-spouse beneficiary rollover rules, and goes in-depth on the 10% early distribution penalty exceptions including cases and planning ideas.
Related Programs:

IRA

  • CE: 2.5G

CE 156 25 IRA Rules You Must Know (Part Three)

View Course Details
In this final course dedicated to the 25 IRA rules, students focus on key information on splitting IRAs, spousal rollovers, tax breaks for IRA and plan beneficiaries, 60-day rollover relief, and correcting excess IRA contributions.
Related Programs:

IRA

  • CE: 3.5G