You need a learning partner who delivers premium applied knowledge, deep engagement, flexible formats, unmatched expertise, and the time-tested leadership of an accredited institution.
Professional Designations & Certifications
cb19 icon listClients recognize your commitment to learning is a commitment to serving them with excellence. They pick professionals they trust.
Grow Your Business
The proof is with your peers who say earning a College designation helped them earn 51% more. 1
Meet Client Needs
Clients have many complexities. Over 88% of your peers say The College’s designations prepare them for every client situation. 1
Expand Your Network
The College opens opportunities to engage. Nearly one in five advisors and agents are College designees.
cb25 program listCertification Education Program
Ace your exam the first time with a program whose pass rates remain above the national average.
Retirement Income Certified Professional ®
Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.
Chartered Special Needs Consultant ®
Gain specialized skills and advanced knowledge to champion special needs individuals with honesty, ethics, and compassion.
Wealth Management Certified Professional ®
Deepen your value with a goal-based planning framework that emphasizes how you impact people, not just portfolios.
Chartered Life Underwriter ®
Develop comprehensive risk management plans with expertise in the practical, legal, and ethical aspects of life insurance strategy and product.
Chartered Financial Consultant ®
Go further to address diverse client needs with comprehensive knowledge in key areas of financial planning today. CFP® professionals need just one more course!
cb12 repeaterAdvisor Advice Accelerator
Answer a few questions, and instantly receive a personalized learning plan best aligned with your knowledge goals.
If you just get your licenses, you learn about the industry only at a very high level. When you get your RICP ® [or another designation from The College], you start realizing what these tools you have can actually be used for.
Ryan Swenson, RICP ®
Financial Advisor and Chief Growth Officer, Cary Stamp & Co.
Once I began [the CLU ® Program], I immediately realized the value of the content. It gave me the confidence to communicate complex concepts to clients in a meaningful way.
Jason Austell, MSFS, CFP ® , ChFC ® , CLU ® , CASL ® , RICP ® , AEP ® , CAP ® , ChSNC ®
Financial Planner, MassMutual Carolinas
The CAP ® designation helped me understand the landscape of the nonprofit sector, the unique challenges, and how me and my clients could contribute with dollars and actions.
Andrew Tudor, CFP ® , CAP ®
Chief Wealth Coach, Alchemist Wealth
The WMCP ® served as the catalyst to building out a healthy, sustainable, and growing goal-based consulting and wealth management firm.
Padric Scott, WMCP ® , CFP ® , ChFC ® , CLU ® , CCFC, AEP ® , CAP ®
Founder & CEO, CrossRoad Wealth Management Group
Every single time an advisor asks me if the RICP® Program is a good investment, the answer is YES! It continues to serve me, even years later, on a daily basis.
Kristin Shea, RICP ®
Business Development Coach, Triad Partners
The knowledge I gained from the ChSNC ® program has been invaluable. It provided me with the tools to help more individuals and families and meet and grow a network of professionals in the special needs space.
Mindy Neira, ChSNC ® , CFP ®
Principal and Wealth Manager, Modera Wealth Management
cb26 cta grid - v1A learning experience that’s designed for you
Tuition, Aid and Scholarships
Learn how affordable your education can be
Find out if you meet the requirements to enroll
Get answers to the most common questions
See programs we previously offered
Learn more about our designation outcomes
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Whether you’re just starting out, transitioning to a new career, or wanting to grow in specialized expertise, you’ve come to the right place. The College community continues to grow in knowledge and impact to benefit society.
1 The American College of Financial Services. Designation Outcomes Study. 2017.
Your Life's Work
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The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. 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.
