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28 Blog Posts
May 10, 2021

The past year has been full of challenges, trials, and major shifts in the political and economic landscape, from the onset of the COVID-19 pandemic to the tumultuous 2020 election season and the beginning of a new administration. Many of these developments have brought renewed attention and scrutiny to long-standing debates within the financial services profession on subjects from regulation to effective service models in an increasingly digital environment.

Apr 26, 2021

With the demographic makeup of the country fundamentally transforming in real time, more  attention is being paid to the  underserved communities still struggling to or achieve fair opportunity and access to a fulfilling, personal relationship with wealth. To address this, The College has established a new Center for Economic Empowerment and Equality to reach out to communities in need of support—but the commitment to change can’t stop there.

Lifelong Learning Journey Financial Professional
Apr 13, 2021

The College’s mission of lifelong learning means providing the applied financial knowledge and education that matters across a professional’s career, no matter his or her client base, specialty areas, years of experience, or assets under management. Applied knowledge means practical, relevant, rigorous coursework that delivers utility benefits that increase technical acumen and business benefits that teach you how to communicate the complex with clients and implement it in planning and product decisions.

Economic Mobility Good for Business and Society
Apr 08, 2021

I recently had the privilege of holding the second fireside chat in The College’s Inspiring Leaders in Philanthropy web series with Scott Davison, CLU®, ChFC®, OneAmerica Chairman, President, and CEO, and Tony Mason, President and CEO of the Indianapolis Urban League.

Informing Philanthropy During Crisis
Mar 22, 2021

The American College of Financial Services’ Chartered Advisor in Philanthropy® (CAP®) is our fastest growing professional designation program – engaging financial professionals, gift planners, community and private foundation leaders, back office professionals, and social entrepreneurs in a robust educational curriculum that delivers the strategies and skills needed to advise clients on charitable giving and guide charitable organizations in their fundraising efforts.

The American College of Financial Services 2020 President's Report
Mar 03, 2021

In putting together the 2020 President’s Report, The American College of Financial Services' writers, designers, and editors crafted a theme that perfectly encapsulates the year just past. Because of our students, alumni, donors, volunteers, Board of Trustees, faculty, staff, and leadership, The American College of Financial Services shined our light in a year of darkness.

Black History Month The American College Center for Economic Empowerment and Equality
Feb 08, 2021

Before the history of Black America started being chronicled throughout the month of February, historian Carter G. Woodson and the Association for the Study of Negro Life and History announced the second week in February Negro History Week – coinciding with the birthdays of Abraham Lincoln (February 12) and Frederick Douglas (February 19).

Aside from my attraction to history, the payoff from this framing comes in Woodson’s profound words at the time of Negro History Week’s launch in 1926, when he said, “If a race has no history, it has no worthwhile tradition, it becomes a negligible factor in the thought of the world.”

Artificial Intelligence in Wealth Management Practice
Jan 25, 2021

When it comes to technology, it’s no surprise that financial services proceeds with caution. Decisions are made while thinking of the impact on multiple stakeholders, weighing compliance and regulatory risks, and assessing the significance on operational efficiency and client relationships. This multi-layered process takes time, but the process of implementing artificial intelligence (AI) will actually have a pronounced domino effect on how other decisions are made in the future: portfolio management, new hire onboarding, trading requests, and more.