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The American College of Financial Services

Setting the standard since 1927.

The American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation, dedicated to creating leaders within the financial services profession through superior instruction.

The College is distinguished by resources of the highest quality, innovation in program delivery and design, and proven results that create sustainable advantages for our students.

Serving as a valued business partner to banks, brokerage firms, insurance companies and others since 1927, The American College of Financial Services has assembled a faculty of the foremost thought leaders in financial services to help advisors and their clients succeed. The College is the place to turn for solutions to complex financial issues.

Posts by The American College of Financial Services

Wealth Management

Benefits of Core Satellite Investing

Watching and reading the news can become a habitual activity when you’re an investor, especially when there’s trading news that is applicable to your investments. And if the...

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Wealth Management

Benefits of Behavioral Investment Counseling and Evidence-based Investing

If you’ve been in the profession long enough, you’ve likely encountered some variation of the saying, “Diversification means always having to say you’re sorry.”

The crux of...

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Wealth Management

6 Cognitive Biases in Behavioral Finance

When clients make undesirable financial or investment choices, it is often the result of biases and heuristics. Cognitive bias occurs when drawing incorrect conclusions, based...

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The College

Retirement and Education Planning Sessions at AICPA Engage 2019

On June 10th and June 11th, Professors of The American College will be attending the AICPA Engage 2019 conference in Las Vegas, Nevada. Founded in 1887, the American Institute...

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6 Factors Affecting Actual Retirement Age

Retirement planning age assumptions often differ from individuals’ actual retirement ages. And this gap in time needs to be anticipated in the financial planning process.

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Financial Planning

The Five Financial Fraud Languages to Listen For

Investment fraud constitutes a major problem in the United States. In 2017, the Securities and Exchange Commission ordered more than $2.9 billion in disgorgement from...

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The College

The Jack Bogle Legacy: The American College Remembers Former Trustee and Industry Icon

A famous quote also serves well as the headline for what embodies the spirit of the index fund:

"Don't look for the needle in the haystack. Just buy the haystack."

The man who...

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Financial Planning, The College

The Value of Designations: The Client's Perspective

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

A 2018 study, The...

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Financial Planning, Philanthropy

How to Become a Philanthropic Business Leader for your Community

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...

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