Skip to main content
Links For:
Current Students
  • Current Students
  • Alumni
  • Corporate Partners
  • Philanthropic Partners
Login icon Login
telephone icon 866-310-8181
×

What Can We Help You Find?

Results found: 314

New Donor Advised Fund Professional Certificate Program

https://www.theamericancollege.edu/knowledge-hub/press/new-donor-advised-fund-professional-certificate-program
… Professionals to Navigate the Growing Sector, April 8-9, 2025, in Dallas, Texas Home / What Can We Help You Find cb15 … Newsletter Save This Post Browse All Resources January 02, 2025 The American College of Financial Services launches the … Program, set to take place in Dallas April 8-9, 2025. KING OF PRUSSIA, PA – January 2, 2025 – The American …

Gwen Hall

https://www.theamericancollege.edu/about-the-college/our-people/leadership/gwen-hall
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Randall Stone

https://www.theamericancollege.edu/about-the-college/our-people/faculty/randall-stone
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Elizabeth Gray

https://www.theamericancollege.edu/about-the-college/our-people/leadership/elizabeth-gray
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Kimble Lewis

https://www.theamericancollege.edu/about-the-college/our-people/faculty/kimble-lewis
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Angelica Marino

https://www.theamericancollege.edu/about-the-college/our-people/faculty/angelica-marino
… resources - V1 Learn More About Our Work August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

News & Research

https://www.theamericancollege.edu/centers-of-excellence/center-for-ethics-in-financial-services/news-research
… is dynamic, complex, and continually evolving. May 01, 2025 May 01, 2025 73 Results Enter Search Terms Category Select Option …

Sophia Duffy

https://www.theamericancollege.edu/about-the-college/our-people/faculty/sophia-duffy
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

News & Knowledge

https://www.theamericancollege.edu/centers-of-excellence/center-for-retirement-income/news-knowledge

Forum on Ethical Leadership

https://www.theamericancollege.edu/knowledge-hub/forum-on-ethical-leadership-1
… to Newsletter Browse All Resources Friday, January 10, 2025 to Saturday, January 11, 2025 Browse All Resources … Forum on Ethical Leadership …

Pagination

  • Previous page Prev
  • First page 01
  • …
  • Page 05
  • Current page 06
  • Page 07
  • …
  • Last page 32
  • Next page Next

What Can We Help You Find?

Results found: 100

The College Welcomes New Trustees

https://www.theamericancollege.edu/knowledge-hub/press/the-college-welcomes-new-trustees
… Newsletter Save This Post Browse All Resources April 09, 2025 The American College of Financial Services welcomes … to its board of trustees. KING OF PRUSSIA, PA – April 9, 2025 – The American College of Financial Services is proud to …

Study: Clients of Financial Planners Stay the Course During Volatility

https://www.theamericancollege.edu/knowledge-hub/press/study-clients-of-financial-planners-stay-the-course-during-volatility
… to Newsletter Save This Post Browse All Resources June 26, 2025 According to new research, market uncertainty is having … can be a difference-maker. KING OF PRUSSIA, Pa. — June 26, 2025 - The American College of Financial Services (“The …

Welcome Paul Caspersen

https://www.theamericancollege.edu/knowledge-hub/press/welcome-paul-caspersen
… to Newsletter Save This Post Browse All Resources July 23, 2025 The College welcomes a new leader for its Center for … Caspersen, CFP®, AEP®, MS. KING OF PRUSSIA, Pa. — June 23, 2025 - The American College of Financial Services is proud to …

Navigating Social Security Fairness With Clients

https://www.theamericancollege.edu/knowledge-hub/insights/navigating-social-security-fairness-with-clients
… Save This Post Browse All Resources February 21, 2025 In early 2025, Congress passed the Social Security Fairness Act (SSFA) …

From Recognition to Realization

https://www.theamericancollege.edu/knowledge-hub/insights/from-recognition-to-realization
… to Newsletter Save This Post Browse All Resources June 18, 2025 President and CEO George Nichols III, CAP®, reflects on …

Joining the Century Club Research

https://www.theamericancollege.edu/knowledge-hub/press/joining-the-century-club-research
… to Newsletter Save This Post Browse All Resources May 01, 2025 New research from Nationwide and The American College of … on behalf of Nationwide from February 18 – February 26, 2025.    As a member in good standing with The Insights … service marks of Nationwide Mutual Insurance Company. © 2025 NFM-24755AO (05/25) Save This Post Browse All Resources …

Announcing The Retirement Course

https://www.theamericancollege.edu/knowledge-hub/press/announcing-the-retirement-course
… Newsletter Save This Post Browse All Resources March 05, 2025 The Retirement Course™ is a self-paced, online … of retirement planning. KING OF PRUSSIA, Pa. — March 5, 2025 - The American College of Financial Services is proud to …

The Rising Financial Power of Women

https://www.theamericancollege.edu/knowledge-hub/insights/the-rising-financial-power-of-women
… Newsletter Save This Post Browse All Resources March 20, 2025 Women today not only earn more, but they also control … or building generational wealth. Yet, as of January 2025, women make up only 23.8% of CFP® professionals and the …

Impact of Designations on Business and Client Success

https://www.theamericancollege.edu/knowledge-hub/press/impact-of-designations-on-business-and-client-success
… Save This Post Browse All Resources February 19, 2025 The American College of Financial Services is pleased to … College designations. KING OF PRUSSIA, PA – February 19, 2025 - The 2024 Designation Outcomes Study , developed and …

Black History is Americas History

https://www.theamericancollege.edu/knowledge-hub/insights/black-history-is-americas-history
… Save This Post Browse All Resources February 20, 2025 As we celebrate Black History Month, we have an …

Pagination

  • Previous page Prev
  • First page 01
  • …
  • Page 05
  • Current page 06
  • Page 07
  • …
  • Last page 10
  • Next page Next

What Can We Help You Find?

Results found: 16
Results found: 16

What Can We Help You Find?

Results found: 31
Results found: 31

What Can We Help You Find?

Results found: 11
Results found: 11

What Can We Help You Find?

Results found: 120

Martin L. Bretz

https://www.theamericancollege.edu/about-the-college/our-people/faculty/martin-l-bretz
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

LeTian Dong

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/letian-dong
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Kyle Kuyat

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/kyle-kuyat
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Jackie Wilke

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/jackie-wilke
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Crystal Roseman

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/crystal-roseman
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Christopher Seabrook

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/christopher-seabrook
… cb4 related resources - V1 You Might Also Like August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Paxon Stofcheck

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/paxon-stofcheck
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

CJ Stermetz

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/cj-stermetz
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Kay Blunck

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/kay-blunck
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Nabia Jenkins-Johnston

https://www.theamericancollege.edu/about-the-college/our-people/nextgen-advisory-task-force/nabia-jenkins-johnston
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Pagination

  • Previous page Prev
  • First page 01
  • …
  • Page 05
  • Current page 06
  • Page 07
  • …
  • Last page 12
  • Next page Next
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®
    • 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 Certificate
      • Advanced Retirement Planning Certificate
      • Executive Leadership Certificate
      • Financial Psychology Certificate
      • Organizational Leadership Certificate
      • Trust Certificate 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

    Learn at The College All Courses and Programs
    Designation Outcomes Your Student Experience Scholarships Tuition and Fees Admissions Requirements Professional Recertification Legacy Programs FAQs Contact an Admissions Advisor
    Middle aged man working at his desk

    Explore the TPCP™

    Specialize in tax planning and enroll today.

    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
    Military Summit logo

    Featured Event

    Military Summit 2025

    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 Knowlege Hub+
    Insights Research Podcasts On-Demand Webcasts Retirement Income Literacy Study
    Light Advising Through Uncertainty

    Featured Research

    Advising Through Uncertainty

    See how you can prepare clients for market uncertainty.

    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
    Photo of a lighthouse shining it's light

    Featured Research

    Advising Through Uncertainty

    See how your knowledge strengthens client confidence.

    black arrow blue arrow
  • Support Our Mission
Recertify Enroll Now
888-263-7265
☰
Call Us
Results found: 314

Association for Diversity in Financial Talent (ADFT)

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

Julia Lewis-Spann

https://www.theamericancollege.edu/about-the-college/our-people/faculty/julia-lewis-spann
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Knowledge Hub

https://www.theamericancollege.edu/knowledge-hub
… Insights from Forum on Ethical Leadership August 20, 2025 Practice Management | Insights Laying the Foundation: … to Choose Your First Financial Certification August 11, 2025 About The College | Press Industry Executives Join College Board of Trustees August 06, 2025 Practice Management | Insights Keeping Clients Secure: …

Tax Planning

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

Current Students

https://www.theamericancollege.edu/current-students
… impact on the history of financial services. August 21, 2025 Podcasts Working With Clients on Retirement Income … be difficult for clients to achieve this dream. August 21, 2025 Insights Ethics & the AI-Ready Workforce: Insights from … their strategic discussions on responsible AI? August 20, 2025 Insights Laying the Foundation: How to Choose Your First …

Corporate Partners

https://www.theamericancollege.edu/corporate-partners
… impact on the history of financial services. August 21, 2025 Podcasts Working With Clients on Retirement Income … be difficult for clients to achieve this dream. August 21, 2025 Insights Ethics & the AI-Ready Workforce: Insights from … their strategic discussions on responsible AI? August 20, 2025 Insights Laying the Foundation: How to Choose Your First …

Turning Tax Challenges into Maximum Client Value

https://www.theamericancollege.edu/knowledge-hub/on-demand-webcasts/turning-tax-challenges-into-maximum-client-value
… [CB3] Tertiary Banner (CORRECT) The 2025 IRA Revolution: Turning Tax Challenges into Maximum … retirement and tax planning strategies for your clients in 2025. Home / What Can We Help You Find cb15 resource post … to Newsletter Save This Post Browse All Resources May 14, 2025 Gain key insights on maximizing retirement tax planning …

Practice Management

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

Centario Grier

https://www.theamericancollege.edu/about-the-college/our-people/finserve-network/centario-grier
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

George Nichols III

https://www.theamericancollege.edu/about-the-college/our-people/leadership/george-nichols-iii
… cb4 related resources - V1 Related Resources August 21, 2025 2025 lang dixon award winner The Leadership and Excellence in … recognizes individuals who’ve… View Details August 21, 2025 Working With Clients on Retirement Income Strategies …

Pagination

  • Previous page Prev
  • First page 01
  • …
  • Page 03
  • Current page 04
  • Page 05
  • …
  • Last page 32
  • Next page Next
Learn
  • Professional Designations & Certifications
  • Master's Degrees & Programs
  • Certificate Programs
  • Continuing Education
  • Designation Outcomes
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
  • FAQs
  • Learning Hub
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
  • Monday - Friday, 8 am - 5 pm
  • Summer Friday Hours:
  • 8 am - 1 pm (July 11 - August 22)
Your Advisor Guide
American College Shield Logo

Your Life's Work

Powered by the leading academic institution for applied financial knowledge and education.

Learn More

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