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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 (Provider NYPO-100037) courses expire on November 30, 2025, pending the biennial renewal every odd year. 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.

Series 66

Series 66 License Exam Prep Program

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Series 7

Series 7 License Exam Prep Program

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SIE®

Securities Industry Essentials® Exam Prep Program

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Purposeful Philanthropic Management

A Spectrum of Legacies

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Ready-to-Use Retirement Education

The Retirement CourseTM

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TPCP®

Tax Planning Certified Professional®

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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
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.

Series 66

Series 66 License Exam Prep Program

View Details

Series 7

Series 7 License Exam Prep Program

View Details

SIE®

Securities Industry Essentials® Exam Prep Program

View Details

Purposeful Philanthropic Management

A Spectrum of Legacies

View Details

Ready-to-Use Retirement Education

The Retirement CourseTM

View Details

TPCP®

Tax Planning Certified Professional®

View Details

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