Skip to main content
Quick Links
  • Alumni
Find an Advisor
Login icon Login
telephone icon 866-310-8181
×

What Can We Help You Find?

Results found: 337

Kickoff Military Resource Group Consortium Lunch and Learn

https://www.theamericancollege.edu/knowledge-hub/insights/kickoff-military-resource-group-consortium-lunch-and-learn
… Newsletter Save This Post Browse All Resources March 05, 2024 Unified by their mission and vision to support … the Center’s consortium is poised to make a difference in 2024 and beyond.   In 2023, the Center for Military and … and professional development opportunities at the 2024 Military Summit. Save This Post Browse All Resources …

What’s Next in Lifelong Learning

https://www.theamericancollege.edu/knowledge-hub/podcasts/what-s-next-in-lifelong-learning
… What’s Next in Lifelong Learning We examine The College’s 2024 accomplishments and look ahead to our vision for growth … Save This Post Browse All Resources December 02, 2024 2024 was a year of significant growth for The College — and …

Lang Dixon and the Origins of CAAFP

https://www.theamericancollege.edu/knowledge-hub/insights/lang-dixon-and-the-origins-of-caafp
… Newsletter Save This Post Browse All Resources August 16, 2024 Those familiar with The College’s annual Conference of … impacted the financial services profession. For 2024, two men received the Lang Dixon Award posthumously: … and Vismale, those offering tributes to them at CAAFP 2024 took time to reflect on the man who provided the …

Using Life Insurance in a Retirement Plan

https://www.theamericancollege.edu/knowledge-hub/insights/using-life-insurance-in-a-retirement-plan
… knowledge on the subject. According to research , as of 2024 only half of Americans owned any kind of life insurance … Save This Post Browse All Resources Footnotes 1 LIMRA. 2024 Insurance Barometer Study. 2024. 2 Citizens Bank. How Life Insurance Retirement Plans …

18th Annual Conference of African American Financial Professionals to Focus on Expanding Our Collective Impact

https://www.theamericancollege.edu/knowledge-hub/insights/18th-annual-conference-of-african-american-financial-professionals-to-focus-on-expanding-our-collective-impact
… to Newsletter Save This Post Browse All Resources July 29, 2024 The American College of Financial Services’ premier … businesses, and individuals KING OF PRUSSIA, PA – July 29, 2024 – The American College of Financial Services is proud to … the CAAFP and register, visit TheAmericanCollege.edu/CAAFP-2024 .   ### ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES …

Insights for Advising Through Market Uncertainty

https://www.theamericancollege.edu/knowledge-hub/research/insights-for-advising-through-market-uncertainty
… podcast, The Truth About Tariff Impacts Related Posts 2024 Advisory Services Survey See how advisors are keeping up … Program Save This Post Browse All Resources September 24, 2024 The American College of Financial Services surveyed … planning strategies and the new TPCP® program . The new 2024 Advisory Services Survey explores key similarities and …

Celebrating Women's History Month: Inspiring Inclusion in Financial Services

https://www.theamericancollege.edu/knowledge-hub/insights/celebrating-womens-history-month-inspiring-inclusion-in-financial-services
… Newsletter Save This Post Browse All Resources March 08, 2024 Women's History Month is marked by the global celebration of International Women's Day 2024. We at the American College Center for Women in … honor Women's History Month and International Women's Day 2024, let us reaffirm our commitment to inspiring inclusion …

Ambassadors Talk Tax Planning at FinServe Summit

https://www.theamericancollege.edu/knowledge-hub/insights/ambassadors-talk-tax-planning-at-finserve-summit
… Save This Post Browse All Resources November 14, 2024 Ambassadors from The College’s FinServe Network sat down … to discuss the importance of tax-informed planning at the 2024 FinServe Summit — including the new Tax Planning … Duffy began by highlighting findings from The College’s 2024 Advisory Services Survey , which stated that out of …

Insights and Highlights: AI Regulation Panel Key Takeaways

https://www.theamericancollege.edu/knowledge-hub/insights/insights-and-highlights-ai-regulation-panel-key-takeaways
… to Newsletter Save This Post Browse All Resources May 28, 2024 At the AI Ethics in Financial Services Summit on April 2, 2024, the AI Regulation Update panel was moderated by Jillian … topic in their jurisdictions. In addition, on January 17, 2024, the New York State Department of Financial Services …

Why Employee Financial Literacy is Good for Business

https://www.theamericancollege.edu/knowledge-hub/insights/why-employee-financial-literacy-is-good-for-business
… their own in an increasingly complex financial system. A 2024 study by the TIAA Institute showed a cross-section of … TIAA Institute. Financial Literacy and Retirement Fluency. 2024. 3 2023 Retirement Income Literacy Study. The American College of Financial Services. 2024. 4 Enrich. Top Benefits of Implementing Financial …

Pagination

  • Previous page Prev
  • First page 01
  • …
  • Page 10
  • Current page 11
  • Page 12
  • …
  • Last page 34
  • Next page Next

What Can We Help You Find?

Results found: 221

The Power of Coordinated Planning

https://www.theamericancollege.edu/knowledge-hub/podcasts/the-power-of-coordinated-planning
… Newsletter Save This Post Browse All Resources October 28, 2024 Client satisfaction is at the heart of success in … lists such as Advisor Today’s Top 4 Under 40 Nationally 2024, The American College of Financial Services’ NextGen …

2023-2024 President’s Report

https://www.theamericancollege.edu/knowledge-hub/insights/2023-2024-president-s-report
… to Newsletter Save This Post Browse All Resources May 03, 2024 The year 2023 was a big one for The American College of Financial Services and 2024 is off to a great start. I’m proud to share our bold new … vision to benefit the profession and society, in the 2023-2024 President’s Report. As we roll out this year’s report, …

From Recognition to Realization

https://www.theamericancollege.edu/knowledge-hub/insights/from-recognition-to-realization
… reaching broader audiences across communities. As of the 2024 annual impact report, 15% of participants say they … and affiliate scholars, and 20 corporate sponsors to the 2024 event. These initiatives are more than checkboxes. They …

Partnership with Couplr.AI

https://www.theamericancollege.edu/knowledge-hub/press/partnership-with-couplrai
… to Newsletter Save This Post Browse All Resources May 14, 2024 The collaboration will empower financial advisors with … Recertification Program KING OF PRUSSIA, PA – May 14, 2024 – The American College of Financial Services is proud to …

Long Term Care Strategies in Retirement Planning

https://www.theamericancollege.edu/knowledge-hub/insights/long-term-care-strategies-in-retirement-planning
… All Resources Footnotes 1 Genworth Cost of Care Study. 2024. 2 AARP. 2024. …

CAAFP 2023 Focuses on Reclaiming Black Wealth

https://www.theamericancollege.edu/knowledge-hub/insights/caafp-2023-focuses-on-reclaiming-black-wealth
… and communities. The College looks forward to CAAFP 2024, coming August 12-14, 2024, in Atlanta, Georgia!   Save This Post Browse All …

Welcome Jeffrey Levine Professor of Practice

https://www.theamericancollege.edu/knowledge-hub/press/welcome-jeffrey-levine-professor-of-practice
… Newsletter Save This Post Browse All Resources October 14, 2024 KING OF PRUSSIA, PA – The American College of Financial … in tax planning. KING OF PRUSSIA, PA – October 14, 2024 - Levine, who serves as chief planning officer at …

AI Governance in Life Insurance

https://www.theamericancollege.edu/knowledge-hub/insights/ai-governance-in-life-insurance
… Newsletter Save This Post Browse All Resources August 23, 2024 The American College Cary M. Maguire Center for Ethics … held an AI Ethics in Financial Services Summit on April 2, 2024. This immersive and educational event brought together …

Learn About the Fundamental Principles of Tax Planning

https://www.theamericancollege.edu/knowledge-hub/insights/learn-about-the-fundamental-principles-of-tax-planning
… Newsletter Save This Post Browse All Resources August 09, 2024 With anticipation growing for the Tax Planning Certified … the Impact of the 10-Year Rule," on Tuesday, October 29, 2024, 2 - 3 PM EDT. This live webcast is exclusively …

Retirement: The Power of Tracking

https://www.theamericancollege.edu/knowledge-hub/research/retirement-the-power-of-tracking
… to Newsletter Save This Post Browse All Resources July 26, 2024 Research shows people who track their fitness also track … and 68% of employees now invest in target-date funds (ICI, 2024). Defaulting to passive savings means that more workers … Research Save This Post Browse All Resources Footnotes 1 2024 Investment Company Factbook. Investment Company …

Pagination

  • Previous page Prev
  • First page 01
  • …
  • Page 10
  • Current page 11
  • Page 12
  • …
  • Last page 23
  • Next page Next

What Can We Help You Find?

Results found: 38
Results found: 38

What Can We Help You Find?

Results found: 47
Results found: 47

What Can We Help You Find?

Results found: 18
Results found: 18

What Can We Help You Find?

Results found: 7
Results found: 7
The American College of Financial Services Logo The American College of Financial Services Logo
  • 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®
      • Donor-Advised Fund 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
    Female advisor working with elderly clients

    New Program

    Master Social Security Planning

    With the RSSA®, distributed in partnership with NARSSA.

    black arrow blue arrow
  • 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
    Horizons 2026 logo

    FEATURED EVENT

    Horizons 2026

    Join us in Orlando for an epic retirement planning experience!

    black arrow blue arrow
    Downtown Orlando

    Featured Event

    Advanced Special Needs Planning Symposium

    Deep conversations on special needs and disability planning.

    black arrow blue arrow
  • 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
    Business professional male in a suit working at his computer

    Featured Insight

    Comparing RSSA® vs. RICP®

    Explore which certification is right for you.

    black arrow blue arrow
  • 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
    2025 President's Report logo

    The Power of Progress

    2025 President’s Report

    Read the full report now...

    black arrow blue arrow
    Elderly woman sitting in her kitchen with an advisor

    Featured Insight

    New Campaign Spotlights the Specialist

    Discover how we’re promoting your expertise.

    black arrow blue arrow
  • Support Our Mission
    • The American College Fund
Recertify Enroll Now
888-263-7265
☰
Call Us
Results found: 337

Kickoff Military Resource Group Consortium Lunch and Learn

https://www.theamericancollege.edu/knowledge-hub/insights/kickoff-military-resource-group-consortium-lunch-and-learn
… Newsletter Save This Post Browse All Resources March 05, 2024 Unified by their mission and vision to support … the Center’s consortium is poised to make a difference in 2024 and beyond.   In 2023, the Center for Military and … and professional development opportunities at the 2024 Military Summit. Save This Post Browse All Resources …

What’s Next in Lifelong Learning

https://www.theamericancollege.edu/knowledge-hub/podcasts/what-s-next-in-lifelong-learning
… What’s Next in Lifelong Learning We examine The College’s 2024 accomplishments and look ahead to our vision for growth … Save This Post Browse All Resources December 02, 2024 2024 was a year of significant growth for The College — and …

Lang Dixon and the Origins of CAAFP

https://www.theamericancollege.edu/knowledge-hub/insights/lang-dixon-and-the-origins-of-caafp
… Newsletter Save This Post Browse All Resources August 16, 2024 Those familiar with The College’s annual Conference of … impacted the financial services profession. For 2024, two men received the Lang Dixon Award posthumously: … and Vismale, those offering tributes to them at CAAFP 2024 took time to reflect on the man who provided the …

Using Life Insurance in a Retirement Plan

https://www.theamericancollege.edu/knowledge-hub/insights/using-life-insurance-in-a-retirement-plan
… knowledge on the subject. According to research , as of 2024 only half of Americans owned any kind of life insurance … Save This Post Browse All Resources Footnotes 1 LIMRA. 2024 Insurance Barometer Study. 2024. 2 Citizens Bank. How Life Insurance Retirement Plans …

18th Annual Conference of African American Financial Professionals to Focus on Expanding Our Collective Impact

https://www.theamericancollege.edu/knowledge-hub/insights/18th-annual-conference-of-african-american-financial-professionals-to-focus-on-expanding-our-collective-impact
… to Newsletter Save This Post Browse All Resources July 29, 2024 The American College of Financial Services’ premier … businesses, and individuals KING OF PRUSSIA, PA – July 29, 2024 – The American College of Financial Services is proud to … the CAAFP and register, visit TheAmericanCollege.edu/CAAFP-2024 .   ### ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES …

Insights for Advising Through Market Uncertainty

https://www.theamericancollege.edu/knowledge-hub/research/insights-for-advising-through-market-uncertainty
… podcast, The Truth About Tariff Impacts Related Posts 2024 Advisory Services Survey See how advisors are keeping up … Program Save This Post Browse All Resources September 24, 2024 The American College of Financial Services surveyed … planning strategies and the new TPCP® program . The new 2024 Advisory Services Survey explores key similarities and …

Celebrating Women's History Month: Inspiring Inclusion in Financial Services

https://www.theamericancollege.edu/knowledge-hub/insights/celebrating-womens-history-month-inspiring-inclusion-in-financial-services
… Newsletter Save This Post Browse All Resources March 08, 2024 Women's History Month is marked by the global celebration of International Women's Day 2024. We at the American College Center for Women in … honor Women's History Month and International Women's Day 2024, let us reaffirm our commitment to inspiring inclusion …

Ambassadors Talk Tax Planning at FinServe Summit

https://www.theamericancollege.edu/knowledge-hub/insights/ambassadors-talk-tax-planning-at-finserve-summit
… Save This Post Browse All Resources November 14, 2024 Ambassadors from The College’s FinServe Network sat down … to discuss the importance of tax-informed planning at the 2024 FinServe Summit — including the new Tax Planning … Duffy began by highlighting findings from The College’s 2024 Advisory Services Survey , which stated that out of …

Insights and Highlights: AI Regulation Panel Key Takeaways

https://www.theamericancollege.edu/knowledge-hub/insights/insights-and-highlights-ai-regulation-panel-key-takeaways
… to Newsletter Save This Post Browse All Resources May 28, 2024 At the AI Ethics in Financial Services Summit on April 2, 2024, the AI Regulation Update panel was moderated by Jillian … topic in their jurisdictions. In addition, on January 17, 2024, the New York State Department of Financial Services …

Why Employee Financial Literacy is Good for Business

https://www.theamericancollege.edu/knowledge-hub/insights/why-employee-financial-literacy-is-good-for-business
… their own in an increasingly complex financial system. A 2024 study by the TIAA Institute showed a cross-section of … TIAA Institute. Financial Literacy and Retirement Fluency. 2024. 3 2023 Retirement Income Literacy Study. The American College of Financial Services. 2024. 4 Enrich. Top Benefits of Implementing Financial …

Pagination

  • Previous page Prev
  • First page 01
  • …
  • Page 10
  • Current page 11
  • Page 12
  • …
  • Last page 34
  • Next page Next
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
American College Shield Logo

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 PLANNERTM, 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
  • © 2025 The American College of Financial Services
  • Design By Push10
The American College of Financial Services youtube The American College of Financial Services linkedin The American College of Financial Services facebook The American College of Financial Services instagram