Rachel Berg | The American College of Financial Services

Skip to main content

bio

Quick Links

Alumni

Find an Advisor

Login

866-310-8181

×

What Can We Help You Find?

Learn
Professional Designations & Certifications

Overview

CFP® Certification Education Program

CFP® Alternative Capstone Program

ChFC® Chartered Financial Consultant®

RICP® Retirement Income Certified Professional®

CLU^® Chartered Life Underwriter^®

TPCP® Tax Planning Certified Professional®

WMCP® Wealth Management Certified Professional®

CAP® Chartered Advisor in Philanthropy®

ChSNC® Chartered Special Needs Consultant®

FSCP® Financial Services Certified Professional®

RSSA® Registered Social Security Analyst®

DAFCP™ Donor-Advised Fund Certified Professional™

Master's Degrees & Graduate Programs

Overview

MSFP Master of Science in Financial Planning

AEP® Accredited Estate Planner®

Certificate Programs

Overview

Business Succession Planning Certificate

Estate Planning and Taxation Certificate

Advanced High Net Worth Planning Certificate

Advanced Retirement Planning Certificate

Executive Leadership Certificate

Financial Psychology Certificate

Organizational Leadership Certificate

Trust Certificate Program

Securities Licensing Exam Prep

Overview

SIE Exam Prep Program

Series 6 License Exam Prep Program

Series 7 License Exam Prep Program

Series 63 License Exam Prep Program

Series 65 License Exam Prep Program

Series 66 License Exam Prep Program

Continuing Education

Overview

Ed Slott & Company's IRA Success

Knowledge Hub+

Consumer Financial Education

Overview

Know Yourself, Grow Your Wealth^®

Spectrum of Legacies

The Retirement Course

Resilient Finances: Thriving With Disability
Learn

Browse All Courses and Programs Learn About Corporate Partnerships

Our Designation Outcomes Admissions Requirements Your Student Experience Professional Recertification Tuition and Fees Scholarships FAQs Contact an Advisor

New Program

Master Social Security Planning

With the RSSA®, distributed in partnership with NARSSA.
Centers of Excellence
Center for Economic Empowerment & Equality

Center for Ethics in Financial Services

Center for Financial Security

Center for Military & Veterans Affairs

Center for Women in Financial Services

Center for Philanthropy & Social Impact

Center for Retirement Income

Center for Special Needs
Centers of Excellence

About Our Centers

Featured Event

CAAFP 2026

Join us in Chicago to build connections across generations.
Knowledge Hub
Retirement Planning

Wealth Management

Insurance & Risk Management

Philanthropic Planning

Special Needs Planning

Tax Planning

Practice Management

Representation

Ethics in Financial Services

From the President

About The College
Knowledge Hub

Visit Knowledge Hub View All Resources Learn About Knowledge Hub+

Insights Research Podcasts On-Demand Webcasts Retirement Income Literacy Study

Featured Research

Advisor Expertise Study

Learn more about the expertise gaps in advising today.
About The College
Our People

Office of the President

The College at a Glance

Strategic Priorities

Accreditation

News & Press

Award Recipients

Events
About

Who We Are Contact Us

Featured Insight

Renewing the Buzz About Specialization

Discover how we’re promoting your expertise.
Support Our Mission
The American College Fund

Recertify Enroll Now

888-263-7265

☰

Call Us

cb32 bio card

Rachel Berg

CFRE, CAP®

Learn

Professional Designations & Certifications
Master's Degrees & Programs
Certificate Programs
Continuing Education
Designation Outcomes
Legacy Programs

Knowledge Hub

Browse All Resources
Insights
Research
Podcasts
Upcoming Events
On-Demand Webcasts

About The College

Who We Are
Office of the President
Our People
The College at a Glance
Careers
School Store

Quick Links

Student Experience
Scholarships
Tuition and Fees
Admissions Requirements
Professional Recertification
Log in to Learning Hub
FAQs

Centers of Excellence

Center for Economic Empowerment & Equality
Center for Ethics in Financial Services
Center for Women in Financial Services
Center for Philanthropy & Social Impact
Center for Retirement Income
Center for Special Needs
Center for Military and Veterans Affairs
Center for Financial Security

Contact Us

Phone: 610-526-1000 / 866-310-8181 (toll-free)
Hours: Monday - Friday, 8 am - 5 pm ET
(except of major holidays)
Contact Us Today

Your Advisor Guide

Stand Out as a Specialist

Deep knowledge is your growth engine. Discover how we can help you scale your business and deliver greater value.

Specialize Now

The American College of Financial Services is committed to equal access to its educational programs, facilities, and employment for all persons, regardless of race, color, sex, disability, age, religion, national or ethnic origin, or any other protections afforded by applicable laws. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Privacy Policy
Terms of Use
Refund Policy
Cookie Declaration
Design By Push10