Advance Your Career With Professional Designations
You need a learning partner who delivers premium applied knowledge, deep engagement, flexible formats, unmatched expertise, and the time-tested leadership of an accredited institution.
Our Differentiator? Outcomes.
Establish Trust
Clients recognize your commitment to learning is a commitment to serving them with excellence. They pick professionals they trust.
Grow Your Business
The proof is with your peers who say a College designation helped them secure 13% higher earnings than professionals with no designations.1
Meet Client Needs
Clients have many complexities — and 74% of College designees say their education notably improved their client conversations.1
Expand Your Network
The College opens opportunities to engage. Nearly one in five advisors and agents are College designees.
Education = Expertise
Close Knowledge Gaps to Add Value With Clients
Research says specialized planning credentials, not years of experience, put you ahead of the competition and build business success. Pick your path now and see how we offer expertise for every stage of your career and your clients’ lives.
Your Designation Outcomes
How Knowledge Powers Your Growth
Our designees have the proven potential to earn $1.3 million more over the course of their career than those without designations1 — and that’s just the beginning. Read the full 2024 Designation Outcomes Study findings now!
Padric’s Story
The WMCP® served as the catalyst to building out a healthy, sustainable, and growing goal-based consulting and wealth management firm.
Padric Scott, WMCP®, CFP®, ChFC®, CLU®, CCFC, AEP®, CAP®
The knowledge I gained from the ChSNC® program has been invaluable. It provided me with the tools to help more individuals and families and meet and grow a network of professionals in the special needs space.
Mindy Neira, ChSNC®, CFP®
The difference between having a $900,000 nest egg and having maybe more than $3 million in the bank can sometimes be as simple as a few small adjustments — and that’s the knowledge the RICP® designation has given me.
Terry Parham, MSFP, CFP®, ChFC®, CLU®, RICP®, WMCP®, TPCP®
The CLU® Program deepened my expertise and confidence as a life insurance professional. It's practical, rigorous, and essential for anyone serious about serving clients with excellence.
Jerry Robinson, CLU®
The CAP® Program gave me a window into the experience of not only my donors, but my peers sitting on the other side of the table as nonprofit professionals. I feel better equipped to handle the next level conversations with our clients and use more creative tools to find the greatest possible good for everyone at the table.
Olivia Burgess, CAP®
Every client wants their advisor to help mitigate their lifetime of taxes. The TPCP® Program broadened my knowledge to serve them, whether clients are in the accumulation, work-optional, or retirement phase.
Wendy Dudley, TPCP®, ChFC®
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Student Experience
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Expertise for Every Stage
Whether you’re just starting out, transitioning to a new career, or wanting to grow in specialized expertise, you’ve come to the right place. See how we can be your lifelong partner in learning.
1 FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024. Hypothetical lifetime earnings are calculated over 40 years, assuming Desi earns the designation in Year 0. Starting salary is based on median annual pay for personal financial advisors in 2023 ($99,580) per Bureau of Labor Statistics. Earnings growth is based on survey respondents' reported three-year growth in earnings, converted to compound annual growth rate (CAGR).