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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.
MSFP 631 Advanced Retirement Planning Issues
View Course Details
This course addresses current issues relevant to helping clients save for retirement and ensure that adequate retirement income lasts a lifetime. Topics include the retirement savings crisis, determining retirement needs, motivating clients to save, maximizing savings through tax strategies, choosing an appropriate retirement income strategy, tax-efficient distributions, and Social Security benefits claiming.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 650 Capstone Case Development
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSMT 500 Graduate Orientation
View Course Details
In this online orientation, students are introduced to the courses within the MSM program, the faculty and fellow students. Students are also oriented to The College and the educational resources available to GS students.
Related Programs:
MSFP | MSFPP
- Available CE:0
RICP 353 Retirement Income Process, Strategies and Solutions
View Course Details
Upon completion of this course, the student will be able to:
Understand the steps in creating an effective retirement income plan
Identify retirement income needs, objectives, and goals by evaluating the clients current situation
Determine how to choose the appropriate retirement income strategy for your clients
Evaluate income tax, estate issues, retirement risks, and other threats to an effective retirement income plan
- CE: 22.5G
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LH
- CE: 24LAH
- CE: 24LHV
- CE: 21LH
- CE: 24G
- CE: 24LAH
- CE: 24G
- CE: 9G
- CE: 24LH
- CE: 5LAS,PC
- CE: 24G
- CE: 21L
- CE: 24LAH
- CE: 24G
- CE: 9LH
- CE: 24G
- CE: 8OGI
- CE: 24G
- CE: 16LH
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 24G
- CE: 12G
- CE: 10LH
- CE: 21G
- CE: 12LHV
- CE: 17G
- CE: 24G
- CE: 24LH
- CE: 19L
- CE: 6LH
- CE: 21LH
- CE: 24G
- CE: 24G
- CE: 24LAH
- CE: 24LH
- CE: 24LH
- CE: 24G
- CE: 19G
- CE: 24LHV
- CE: 4L
- CE: 24LAH
RICP 354 Sources of Retirement Income
View Course Details
The second of the program's three courses explores sources of retirement income in depth. After completion, you should be able to:
Recommend the optimal age to claim Social Security benefits as appropriate for each clients situation
Help the client evaluate the factors to consider when determining an appropriate retirement age
Understand the role of annuities in a retirement income plan
Have a better understanding of how executive benefits and retirement benefits for federal and military employees fit into the plan
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LAH
- CE: 24LH V
- CE: 21LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 12LAS,PC
- CE: 24G
- CE: 24L
- CE: 24LAH
- CE: 20.5
- CE: 24G
- CE: 24G
- CE: 9LH
- CE: 16LH
- CE: 24LH
- CE: 12G
- CE: 24L
- CE: 24LH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 24A&H,L&ANN
- CE: 21LH
- CE: 12LHV
- CE: 21G
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 9OGI
- CE: 21LH
- CE: 24LAH
- CE: 24G
- CE: 24LH
- CE: 19G
- CE: 15L
- CE: 24LHV
- CE: 10LH
- CE: 14G
RICP 355 Managing the Retirement Income Plan
View Course Details
The third course in the RICP® series focuses on initial and ongoing retirement income plan management. This knowledge will help you:
Choose the appropriate tax-efficient distribution options from a retirement plan
Help a client create a health expense budget and navigate the many decisions regarding Medicare and other health care options
Help a client prepare for their long-term care needs
Navigate retirement housing decisions and address home equity strategies
Identify the key ethical issues in retirement income planning
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 18LAH
- CE: 12LAHPC/2CSSL
- CE: 18LHV
- CE: 18LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAS,PC
- CE: 24LH
- CE: 24LAH
- CE: 14.5
- CE: 24G
- CE: 24G
- CE: 18LH
- CE: 21LH
- CE: 10LH
- CE: 24LH
- CE: 24G
- CE: 24LA,AH
- CE: 24LAH
- CE: 24LAH
- CE: 18G
- CE: 16LH
- CE: 8OGI
- CE: 21G
- CE: 18LAH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 5LH
- CE: 24G
- CE: 12G
- CE: 12LHV
- CE: 15L
- CE: 16G
- CE: 16L
- CE: 24LHV
- CE: 18LAH
SUBS 100 Knowledge Hub+
View Course Details
Access 60+ hours of valuable and valued continuing education (CE) to elevate your practice in eight key focus areas curated from 35+ esteemed experts. Benefit from automated CE reporting to The College and CFP Board, exclusive live quarterly events, and new learning released monthly with a subscription to Knowledge Hub+.
Related Programs:
Just-In-Time Learning from The American College of Financial Services
- CE:
TL 100 STUDENT LOAN PLANNING FOR TODAY
View Course Details
Student loan planning has come under the microscope in Washington, in the courts, and across your client conversations. Receive the latest on the income driven repayment program, identify impacts of public service loan forgiveness, and receive key resources to share with your clients impacted by the latest updates. Take away the applied knowledge to engage immediately.
Related Programs:
Thought Leadership
- Available CE:0
TL 101 SECURE 2.0 Act in Practice
View Course Details
Learn the latest on what’s inside the SECURE 2.0 Act and what it means for your clients – from those planning for retirement to others actively in the decumulation or distribution phase. This on-demand resource library includes a 50-minute, on-demand video, an 11-minute video detailing the Act’s impact on IRAs, and two downloadable resources. The 50-minute video is available for one credit of CFP® and College CE.
Related Programs:
Thought Leadership
- Available CE:0
TPCP 101 Tax Planning During the Accumulation Phase
View Course Details
Unlock advanced tax strategies for maximum efficiency and long-term financial growth during a client’s accumulation phase of life. This course covers optimizing retirement plans, health and education savings accounts, and investment tax strategies. Learn sophisticated planning techniques for high-net-worth individuals, executives, and business owners, ensuring tax-efficient growth and significant advantages. Transform your tax planning approach and achieve unparalleled financial success
Related Programs:
- CE: 13G
TPCP 102 Tax Planning in Retirement
View Course Details
This course teaches tax-efficient planning strategies when working with clients in the retirement phase of life. Learners will learn to identify and avoid common required minimum distributions errors and tax traps, appropriately evaluate clients for Roth conversions, and optimize withdrawal sequences. Topics include evaluating rollover options, managing tax payments through withholdings and estimated taxes, and paying for health and long-term care expenses in a tax-efficient manner.
Related Programs:
- CE: 12G
TPCP 103 Tax Planning for Death and Special Situations
View Course Details
Learn end-of life tax planning techniques to help clients minimize beneficiaries' future income taxes and, where applicable, to reduce their own future estate tax liability. This course covers strategies to enhance basis step-ups for beneficiaries, minimize taxes on inherited IRAs, HSAs and other tax-preference accounts, and reduce federal estate taxes.
Related Programs:
- CE: 12.5G
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.
MSFP 631 Advanced Retirement Planning Issues
View Course Details
This course addresses current issues relevant to helping clients save for retirement and ensure that adequate retirement income lasts a lifetime. Topics include the retirement savings crisis, determining retirement needs, motivating clients to save, maximizing savings through tax strategies, choosing an appropriate retirement income strategy, tax-efficient distributions, and Social Security benefits claiming.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 650 Capstone Case Development
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSMT 500 Graduate Orientation
View Course Details
In this online orientation, students are introduced to the courses within the MSM program, the faculty and fellow students. Students are also oriented to The College and the educational resources available to GS students.
Related Programs:
MSFP | MSFPP
- Available CE:0
RICP 353 Retirement Income Process, Strategies and Solutions
View Course Details
Upon completion of this course, the student will be able to:
Understand the steps in creating an effective retirement income plan
Identify retirement income needs, objectives, and goals by evaluating the clients current situation
Determine how to choose the appropriate retirement income strategy for your clients
Evaluate income tax, estate issues, retirement risks, and other threats to an effective retirement income plan
- CE: 22.5G
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LH
- CE: 24LAH
- CE: 24LHV
- CE: 21LH
- CE: 24G
- CE: 24LAH
- CE: 24G
- CE: 9G
- CE: 24LH
- CE: 5LAS,PC
- CE: 24G
- CE: 21L
- CE: 24LAH
- CE: 24G
- CE: 9LH
- CE: 24G
- CE: 8OGI
- CE: 24G
- CE: 16LH
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 24G
- CE: 12G
- CE: 10LH
- CE: 21G
- CE: 12LHV
- CE: 17G
- CE: 24G
- CE: 24LH
- CE: 19L
- CE: 6LH
- CE: 21LH
- CE: 24G
- CE: 24G
- CE: 24LAH
- CE: 24LH
- CE: 24LH
- CE: 24G
- CE: 19G
- CE: 24LHV
- CE: 4L
- CE: 24LAH
RICP 354 Sources of Retirement Income
View Course Details
The second of the program's three courses explores sources of retirement income in depth. After completion, you should be able to:
Recommend the optimal age to claim Social Security benefits as appropriate for each clients situation
Help the client evaluate the factors to consider when determining an appropriate retirement age
Understand the role of annuities in a retirement income plan
Have a better understanding of how executive benefits and retirement benefits for federal and military employees fit into the plan
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LAH
- CE: 24LH V
- CE: 21LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 12LAS,PC
- CE: 24G
- CE: 24L
- CE: 24LAH
- CE: 20.5
- CE: 24G
- CE: 24G
- CE: 9LH
- CE: 16LH
- CE: 24LH
- CE: 12G
- CE: 24L
- CE: 24LH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 24A&H,L&ANN
- CE: 21LH
- CE: 12LHV
- CE: 21G
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 9OGI
- CE: 21LH
- CE: 24LAH
- CE: 24G
- CE: 24LH
- CE: 19G
- CE: 15L
- CE: 24LHV
- CE: 10LH
- CE: 14G
RICP 355 Managing the Retirement Income Plan
View Course Details
The third course in the RICP® series focuses on initial and ongoing retirement income plan management. This knowledge will help you:
Choose the appropriate tax-efficient distribution options from a retirement plan
Help a client create a health expense budget and navigate the many decisions regarding Medicare and other health care options
Help a client prepare for their long-term care needs
Navigate retirement housing decisions and address home equity strategies
Identify the key ethical issues in retirement income planning
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 18LAH
- CE: 12LAHPC/2CSSL
- CE: 18LHV
- CE: 18LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAS,PC
- CE: 24LH
- CE: 24LAH
- CE: 14.5
- CE: 24G
- CE: 24G
- CE: 18LH
- CE: 21LH
- CE: 10LH
- CE: 24LH
- CE: 24G
- CE: 24LA,AH
- CE: 24LAH
- CE: 24LAH
- CE: 18G
- CE: 16LH
- CE: 8OGI
- CE: 21G
- CE: 18LAH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 5LH
- CE: 24G
- CE: 12G
- CE: 12LHV
- CE: 15L
- CE: 16G
- CE: 16L
- CE: 24LHV
- CE: 18LAH
SUBS 100 Knowledge Hub+
View Course Details
Access 60+ hours of valuable and valued continuing education (CE) to elevate your practice in eight key focus areas curated from 35+ esteemed experts. Benefit from automated CE reporting to The College and CFP Board, exclusive live quarterly events, and new learning released monthly with a subscription to Knowledge Hub+.
Related Programs:
Just-In-Time Learning from The American College of Financial Services
- CE:
TL 100 STUDENT LOAN PLANNING FOR TODAY
View Course Details
Student loan planning has come under the microscope in Washington, in the courts, and across your client conversations. Receive the latest on the income driven repayment program, identify impacts of public service loan forgiveness, and receive key resources to share with your clients impacted by the latest updates. Take away the applied knowledge to engage immediately.
Related Programs:
Thought Leadership
- Available CE:0
TL 101 SECURE 2.0 Act in Practice
View Course Details
Learn the latest on what’s inside the SECURE 2.0 Act and what it means for your clients – from those planning for retirement to others actively in the decumulation or distribution phase. This on-demand resource library includes a 50-minute, on-demand video, an 11-minute video detailing the Act’s impact on IRAs, and two downloadable resources. The 50-minute video is available for one credit of CFP® and College CE.
Related Programs:
Thought Leadership
- Available CE:0
TPCP 101 Tax Planning During the Accumulation Phase
View Course Details
Unlock advanced tax strategies for maximum efficiency and long-term financial growth during a client’s accumulation phase of life. This course covers optimizing retirement plans, health and education savings accounts, and investment tax strategies. Learn sophisticated planning techniques for high-net-worth individuals, executives, and business owners, ensuring tax-efficient growth and significant advantages. Transform your tax planning approach and achieve unparalleled financial success
Related Programs:
- CE: 13G
TPCP 102 Tax Planning in Retirement
View Course Details
This course teaches tax-efficient planning strategies when working with clients in the retirement phase of life. Learners will learn to identify and avoid common required minimum distributions errors and tax traps, appropriately evaluate clients for Roth conversions, and optimize withdrawal sequences. Topics include evaluating rollover options, managing tax payments through withholdings and estimated taxes, and paying for health and long-term care expenses in a tax-efficient manner.
Related Programs:
- CE: 12G
TPCP 103 Tax Planning for Death and Special Situations
View Course Details
Learn end-of life tax planning techniques to help clients minimize beneficiaries' future income taxes and, where applicable, to reduce their own future estate tax liability. This course covers strategies to enhance basis step-ups for beneficiaries, minimize taxes on inherited IRAs, HSAs and other tax-preference accounts, and reduce federal estate taxes.
Related Programs:
- CE: 12.5G