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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, 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 Spark A Philanthropic Conversation With Boomer Business Owners

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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Wealth Management

Using The Core-Satellite Approach

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

When heuristics go wrong in decision-making

In a previous post, we discussed the stark contrast between the traditional economic rationale and bounded rationality. With bounded rationality, consumers can make an optimal...

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Wealth Management

Bounded Rationality: The Realistic Choice

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices. But, how can we...

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The College

5 Award-winning Millennials Leading The Next Generation to Financial Security

Five of the brightest young minds in financial services were awarded the 2018 Millennial Financial Services Professional Award by The American College of Financial Services....

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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, News

Alumnus Honored With John Newton Russell Memorial Award

Reginald N. Rabjohns, CLU®, ChFC®, alumnus, benefactor, and friend of The American College of Financial Services, is the 77th annual recipient of the John Newton Russell...

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Insurance, Financial Planning

8 Tips for New Life Insurance Agents

The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings. 

In a previous blog post, adjunct...

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