2022

President's Report

“Undoubtedly, we've been decidedly hard at work pursuing the disruption of several financial services industry and education norms, including democratizing financial education and diversifying the financial services industry. We’re proud to share our progress in these areas, as they are critical to our mission to benefit society.”

George Nichols III, CAP® President and Chief Executive Officer The American College of Financial Services

Since 1927, The American College of Financial Services has provided applied financial knowledge and education, promoted lifelong learning, and advocated for ethical standards for the benefit of society.

This mission continues today as we advance initiatives to broaden financial knowledge distribution, erode concrete corporate structures limiting advancement, effect culture change, and widen perspectives to expand opportunities for all Americans.

Meet the people and learn about the initiatives disrupting the norms to usher in a new day for financial services, one of greater prosperity and opportunity for all.

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Knowledge Distribution Reenvisioned

Technology and trust work hand-in-hand to establish credibility, create new learning pathways, and bring applied financial education to consumers.

Batchelor’s Insights ►

Oshana’s Insights ►

What is Powering RIA Growth?

How does specialized knowledge power RIA disruption? Hear from independent advisors about how The College’s programs are helping them to differentiate and thrive.

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DEI: The Long Game

President and CEO George Nichols III, CAP® speaks candidly about DEI progress and what is needed most to move the needle.

Nichols' Insights ►

Reimagining Retirement Planning

Thought leaders share how The College’s WMCP® and RICP® Programs are making a mark in the retirement planning revolution and creating the next generation of client-focused retirement advisors.

Finke's Insights ►

Pfau's Insights ►

The Next Big Disruption

See how the American College Center for Special Needs aspires to equip financial professionals with the knowledge to support lifespan disability planning.

Meckley's Insights ►

Read more about how The College is disrupting industry and education norms to usher in a new day for financial services.

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