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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

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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The College

Faculty Spotlight: Dr. Wade D. Pfau, PhD, CFA®

Dr. Wade D. Pfau, CFA®, is the Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services. Expert in...

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Financial Planning

Financial Advisors: 4 Steps for Prospecting within the Philanthropic Community

When questioning how they can increase revenue, many advisors have heard the phrases “see more people” and “see better people,” especially if they’re familiar with the Al...

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Retirement

Stop Financial Elder Abuse with Ethical and Educated Retirement Income Planning

Beyond bear market possibilities, implications of the DOL's fiduciary rule, and how to create a retirement income strategy that provides sustainable income, financial advisors...

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Retirement

How Much of Your Client’s Retirement Income Should Be From a 401k?

As fewer retirees receive retirement income from traditional pension plans, the role of 401(k) plans is becoming more important. Assets in defined contribution plans comprise...

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Financial Planning

12 Expert Financial Planning Tips For 2017 [SlideShare]

Helping your clients stay the course with long-term financial goals can be a challenge. According to a 2015 study from Northwestern Mutual, as many as 21 percent of Americans...

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Financial Planning

6 Ways to Develop the Highest Performing Financial Services Team

Developing a strong team of financial service professionals requires a mix of science and art. Whether hiring your first assistant or looking for individuals with specific...

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Financial Planning

6 Industry Biases and How Financial Advisors Can Avoid Them

People base their decisions on emotions and biases. One study conducted by neuroscientist Antonio Damasio found that even when one makes what they believe to be a logical...

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Financial Planning

Women’s Research Reveals Financial Risk and Unmet Opportunities

Women-owned wealth in America is expanding rapidly, and along with it, an unprecedented demand for high-quality financial services, products, and advice. Research affirms the...

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