Meet Today’s Challenges
With Innovation and Education
Breaking through the complexities facing the financial services profession requires a multi-faceted approach. Through partnering with The American College of Financial Services, financial services firms and corporations, technology providers, and nonprofits are uncovering solutions to today’s challenges that increase employee and client satisfaction, build trust, and accelerate organic growth.
Recruiting and Retaining Expertise
OF ADVISORS WILL RETIRE BY 20291
OF FINANCIAL PROFESSIONALS ARE 65 OR OLDER2
As advisor shortages and a dearth of valuable expertise loom and talent remains in high demand, organizations seeking to maximize human capital must "design roles to assume ongoing reinvention and include excess capacity earmarked for it."3
Demonstrate Your Commitment to Employee Development
Customized learning pathways help your professionals obtain the specialized knowledge needed to take on new roles and responsibilities for career progression and organizational growth, enabling you to recruit in-demand talent and retain valuable expertise.
Mitigating Risk in an Increasingly Complex Marketplace
REGULATORY CHANGES
ESG INVESTING
CRYPTO REGULATION & EDUCATION
MARKET UNCERTAINTIES
Busy professionals must grow in applied financial knowledge and education to stay current on regulatory changes, industry trends, and market movements layered with practical applications.
Ensure Your Organization is Equipped
Prepare your organization to make sense of today's market complexities with knowledge from preeminent thought leaders in wealth management, behavioral finance, tax planning, retirement income planning, special needs planning, and much more delivered via a state-of-the-art e-learning platform, frequent webinars, and professional development events.
OF AMERICAN ADULTS HAVE INVESTED IN, TRADED, OR USED CRYPTOCURRENCY.4
Moving Beyond Investment Management to Increase Value
While clients seem satisfied with a financial professional's investment management services, recent research by Spectrem Group identified a large gap between additional services clients expect and what they receive.5
Exceed Expectations with Advanced, Specialized Knowledge
Differentiate your organization with the specialized knowledge needed to exceed client expectations. The College’s advanced designation and graduate degree programs ensure you can deliver lasting value.
OF COLLEGE GRADUATES INDICATED OUR DESIGNATIONS IMPROVE THEIR ABILITY TO MEET CLIENT NEEDS.6
Connecting with Diverse Communities
SAY THEY DISTRUST UNTIL THEY SEE EVIDENCE OF TRUSTWORTHINESS.7
NEARLY HALF
OF CONSUMERS WANT BUSINESSES TO ADDRESS SOCIETAL ISSUES.8
The American College Cary M. Maguire Center for Ethics in Financial Services' research shows that consumer trust in financial services is moderate. Yet, trust issues remain among certain demographic groups, including younger generations.9
Build Trust with a Focus on the Future
Connect with The College's Centers of Excellence, each mission-focused and championing causes by creating meaningful, measurable, and lasting progress through critical research, innovative programming, scholarships, and collaborative, collective impact development that helps you build trust.
Together, Let’s Plan for Success
1 CNBC. As a financial advisor shortage looms, college programs look to help fill the talent gap. May 21, 2019.
2 LinkedIn. Wealth Management Planning and Investors. A Changing Landscape, a Unique Opportunity. 2021.
3 U.S. News & World Report. Impact of Aging on Clients and Advisors. November 16, 2021.
4 Forbes Advisor. Cryptocurrency Statistics 2023. August 2023.
5 Spectrem Group. Wealthy Investor Series: Wealth Management Redefined. July 2021.
6 The American College of Financial Services. Designation Outcomes Study. 2017.
7,8,9 The American College of Financial Services O. Alfred Granum Center for Financial Security. 2022 Consumer Survey. January 2022.
Your Life's Work
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The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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