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Student Resources and Policies

Tools for your learning journey.

Professional Recertification Program | The American College of Financial Services
Professional Recertification Program

Professional recertification serves as a way for designees of The College to maintain their designations through ethical oversight and continuing education (CE).

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2017 Designation Outcomes Study The American College of Financial Services
Designation Outcomes Study

Examining the impact of holding an RICP®, CLU®, ChFC®, CFP®, or FSCP® over various career stages on four performance areas.

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Code of Ethics The American College of Financial Services
Code of Ethics

Embodied in the Code are designees’ Professional Pledge and eight Canons.

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Student Grievance Policy - The American College of Financial Services
Student Grievance Policy

Use this page for information on resolving student grievances.

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Transfer of Credit Policy - The American College of Financial Services
Transfer of Credit Policy

In certain circumstances, students are able to transfer credits from other programs into a current course of study.

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5-Year Rule | The American College of Financial Services
5-Year Rule

Students may apply completed course credits to a designation or certificate program for up to five years after a course is successfully completed.

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Student Educational Records Policy - The American College of Financial Services
Student Educational Records Policy

Describes the rights of access to information contained in student records and the circumstances under which student information may be released.

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Transcripts

How to request official and unofficial transcripts

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Designations Overview | The American College of Financial Services
Designations Overview

Financial services practitioners with a professional designation put their careers and their clients at a significant advantage.

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Admissions Declaration

Admission policy for The American College of Financial Services' designation programs.

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CFP®, ChFC®, CLU® Comparison Chart

Shared courses across a common curriculum make it possible to earn these three designations with efficiency.

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Refund Policy
Refund Policy

See the refund policy page for comprehensive details on our refund policies and how to request a refund.

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Digital Badges
Digital Badges

Showcase and validate your designation/degree achievements and expertise with digital badges.

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Student Accommodations Form Image
Accommodations Request Form

Use this form for any accommodation requests in relation to a disability.

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Academic Catalog image
Academic Catalog

This Academic Catalog presents the curriculum and policies of The American College of Financial Services (The College).

View the Academic Catalog