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Practice Management

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Office of the President

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… for all. Read More Opens in new tab The Power of Progress 2025 President's Report President Nichols takes pride in … profession, but for society at large. See how in the 2024-2025 President’s Report. Download the Report What’s Next in … George Nichols III, CAP ® Leaders Magazine, March 2025 01 / 00 Subscribe to Connections for Insights, News, & …

Association for Diversity in Financial Talent (ADFT)

https://www.theamericancollege.edu/association-for-diversity-in-financial-talent-adft

Award Recipients

https://www.theamericancollege.edu/about-the-college/award-recipients
… have moved the institution forward in its mission. 2025’s Honoree Meet this Year’s Honorees Women Working in … to the financial services industry. Past Inductees 2025 - Rodger K. Johnson, CLU®, ChFC®, CAP®, CFP®, MSFS, … have made an impact in the area of DE&I. Past Recipients 2025 - LeCount R. Davis, MBA, CFP® 2024 - Maceo A. Sloan, …

Pathways to Prosperity

https://www.theamericancollege.edu/knowledge-hub/press/pathways-to-prosperity
… to Newsletter Save This Post Browse All Resources July 07, 2025 Institution’s premier conference empowering African … by Hilton Atlanta this August KING OF PRUSSIA, PA—July 7, 2025 —The American College of Financial Services announces … please visit https://events.theamericancollege.edu/caafp-2025/ .    For more information, contact: Jared Trexler …

Ethics in Financial Services

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From the President

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Tax Planning

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News & Research

https://www.theamericancollege.edu/centers-of-excellence/center-for-ethics-in-financial-services/news-research
… Center for Ethics in Financial Services. November 20, 2025 November 20, 2025 80 Results Enter Search Terms Category Select Option …

News & Knowledge

https://www.theamericancollege.edu/centers-of-excellence/center-for-economic-empowerment-equality/news-knowledge
… On the Pulse of the Profession: Insights from CAAFP 2025 At the 19th annual CAAFP, attendees reflected on their … of financial literacy in driving success. September 09, 2025 September 09, 2025 46 Results Enter Search Terms Category Select Option …

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Saluting Veteran Scholars

https://www.theamericancollege.edu/knowledge-hub/insights/saluting-veteran-scholars
… Save This Post Browse All Resources November 10, 2025 In honor of Veterans Day, The American College of … and Veterans Affairs, Phil Easton, CMSgt, USAF (Ret.), and 2025 Soldier-Citizen Award Recipient, Vice Admiral James … who spoke at the Center for Military and Veterans Affairs 2025 Military Summit, shared the story of how his goals were …

How Military Service Can Lead to a FinServe Career

https://www.theamericancollege.edu/knowledge-hub/podcasts/how-military-service-can-lead-to-a-finserve-career
… Save This Post Browse All Resources November 10, 2025 The 2025 Soldier-Citizen Award Recipient, Vice Admiral James … Affairs, Phil Easton, CMSgt, USAF (Ret.), speaks with the 2025 Soldier-Citizen Award Recipient, Vice Admiral James …

Center for Ethics Inaugural AI Ethics Strategy Fellow

https://www.theamericancollege.edu/knowledge-hub/insights/center-for-ethics-inaugural-ai-ethics-strategy-fellow
… Save This Post Browse All Resources February 18, 2025 The Center for Ethics in Financial Services is pleased … "5 Guiding Principles for Trustworthy Tech Leadership in 2025 and Beyond," offers a timely perspective on the ethical …

Tax Policy Proposals and Impacts

https://www.theamericancollege.edu/knowledge-hub/podcasts/tax-policy-proposals-and-impacts
… discussion on potential tax law changes being discussed in 2025. Home / What Can We Help You Find Author Eric Ludwig … to Newsletter Save This Post Browse All Resources June 17, 2025 Congress is currently debating codifying large portions … What does this mean for you and your clients’ planning in 2025? In this episode of the Shares podcast, Eric Ludwig, …

Research Based Tips for Advisors in Volatile Times

https://www.theamericancollege.edu/knowledge-hub/insights/research-based-tips-for-advisors-in-volatile-times
… Newsletter Save This Post Browse All Resources April 23, 2025 The Psychology of Investor Behavior: Stock Market … & Portfolio Decisions During Market Volatility won ACCI’s 2025 Consumer Movement Archives Applied Consumer Econ Award In early 2025, we find ourselves in a familiar place. Several major …

New Campaign to Elevate Financial Designations

https://www.theamericancollege.edu/knowledge-hub/press/new-campaign-to-elevate-financial-designations
… Newsletter Save This Post Browse All Resources January 06, 2025 Partnering with Big Com, The American College aims to … financial professionals. KING OF PRUSSIA, PA – January 6, 2025 – To communicate the specialized expertise behind … in good standing.   A webcast will be held in early 2025 to review all the new Professional Recertification …

Industry Executives Join College Board of Trustees

https://www.theamericancollege.edu/knowledge-hub/press/industry-executives-join-college-board-of-trustees
… Newsletter Save This Post Browse All Resources August 06, 2025 Sonali Virendra, CLU®, ChFC®, CLF®, LUTCF®, and Cary … board of trustees. KING OF PRUSSIA, Pa. — August 6, 2025 - Virendra and Stamp will provide governance oversight … New York Life’s executive management committee in January 2025. She has received The College’s Chartered Life …

Determining Your Client Retirement Style

https://www.theamericancollege.edu/knowledge-hub/insights/determining-your-client-retirement-style
… to Newsletter Save This Post Browse All Resources May 22, 2025 Listen in as Wade Pfau, PhD, CFA, RICP® discusses the … to a client’s preferred retirement style at Horizons 2025! Professor of Practice Wade Pfau, PhD, CFA, RICP® breaks … the right retirement approach for your client at Horizons 2025, The College’s flagship retirement planning event. …

Getting Started in Financial Services

https://www.theamericancollege.edu/knowledge-hub/insights/getting-started-in-financial-services
… Save This Post Browse All Resources September 18, 2025 Financial advising for many represents a career that … Forbes. Fiduciary Financial Advisors in the United States. 2025. 2 FINRA. Series 7 — General Securities Representative Exam. 2025. 3 FINRA. Series 66 — Uniformed Combined State Law Exam. …

AI in Financial Advising

https://www.theamericancollege.edu/knowledge-hub/insights/ai-in-financial-advising
… to Newsletter Save This Post Browse All Resources July 14, 2025 Artificial intelligence (AI) has been making its way … there is a constant push to increase efficiency. In 2025, AI is at the forefront of that push for efficiency. … Investment: A Game-Changer in the Race for AI Dominance. 2025. 2 Reuters. Meta to spend up to $65 billion this year to …

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Results found: 251

Practice Management

https://www.theamericancollege.edu/knowledge-hub/practice-management

Office of the President

https://www.theamericancollege.edu/about-the-college/office-of-the-president
… for all. Read More Opens in new tab The Power of Progress 2025 President's Report President Nichols takes pride in … profession, but for society at large. See how in the 2024-2025 President’s Report. Download the Report What’s Next in … George Nichols III, CAP ® Leaders Magazine, March 2025 01 / 00 Subscribe to Connections for Insights, News, & …

Association for Diversity in Financial Talent (ADFT)

https://www.theamericancollege.edu/association-for-diversity-in-financial-talent-adft

Award Recipients

https://www.theamericancollege.edu/about-the-college/award-recipients
… have moved the institution forward in its mission. 2025’s Honoree Meet this Year’s Honorees Women Working in … to the financial services industry. Past Inductees 2025 - Rodger K. Johnson, CLU®, ChFC®, CAP®, CFP®, MSFS, … have made an impact in the area of DE&I. Past Recipients 2025 - LeCount R. Davis, MBA, CFP® 2024 - Maceo A. Sloan, …

Pathways to Prosperity

https://www.theamericancollege.edu/knowledge-hub/press/pathways-to-prosperity
… to Newsletter Save This Post Browse All Resources July 07, 2025 Institution’s premier conference empowering African … by Hilton Atlanta this August KING OF PRUSSIA, PA—July 7, 2025 —The American College of Financial Services announces … please visit https://events.theamericancollege.edu/caafp-2025/ .    For more information, contact: Jared Trexler …

Ethics in Financial Services

https://www.theamericancollege.edu/knowledge-hub/ethics-in-financial-services

From the President

https://www.theamericancollege.edu/knowledge-hub/from-the-president

Tax Planning

https://www.theamericancollege.edu/knowledge-hub/tax-planning

News & Research

https://www.theamericancollege.edu/centers-of-excellence/center-for-ethics-in-financial-services/news-research
… Center for Ethics in Financial Services. November 20, 2025 November 20, 2025 80 Results Enter Search Terms Category Select Option …

News & Knowledge

https://www.theamericancollege.edu/centers-of-excellence/center-for-economic-empowerment-equality/news-knowledge
… On the Pulse of the Profession: Insights from CAAFP 2025 At the 19th annual CAAFP, attendees reflected on their … of financial literacy in driving success. September 09, 2025 September 09, 2025 46 Results Enter Search Terms Category Select Option …

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