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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

DOL

What 2017 Means for the DOL Rule: An Expert Weighs-In

The U.S. Department of Labor’s fiduciary  rule, revered by some financial services experts as a revolutionary shift within the profession  and reviled by others has an...

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Retirement

The Financial Advisor’s Guide to Helping Senior Clients Select Medicare Benefits

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can...

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Retirement

Follow the Rules to Leverage Important Benefits of Medicare for Your Clients

A 65-year-old couple can expect to pay around $260,000 in medical costs during retirement, and advisors should be ready to help clients prepare for this expense by taking...

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Retirement

Explaining and Optimizing Military Clients’ New Retirement Benefit Options

For the first time in history, military personnel who don’t reach the traditional 20-year service milestone will be entitled to retirement benefits. Starting January 2018,...

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Financial Planning

News and Events that Profoundly Impacted Financial Services in 2016

The most significant event of 2016 was arguably the U.S. presidential election. Aftereffects have immediately and materially impacted the financial sector and will continue to...

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Retirement

Will the Long-Term Care Insurance Revival Affect Your Retirement Income Advice?

Long-term care insurance (LTC) has suffered a decimating blow in recent years. Stories of non-payment to policyholders, rising plan costs, and bankrupt carriers have plagued...

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The College

Building Professionalism at The College For 90 Years And Counting

Encapsulating the dream of Dr. Solomon S. Huebner, who founded what is known today as The American College of Financial Services, could be done in one word: professionalism. 

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Financial Planning

Make Goal-setting a 2017 Resolution and Watch Your Practice Grow

Goal-setting is an important exercise in defining the direction and outcomes of your business practice. Professionals and companies who set and document defined goals are more...

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Financial Planning

How To Use Special Needs Trusts to Serve Families in Need

Nearly 60 million Americans are living with a disability, 6.5 million of whom are children and young adults that will require the support of a caregiver throughout their...

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