Advanced Retirement Planning Certificate
The American College
Financial professionals serving clients with complex retirement needs
Duration
< 9 Months
Cost
Starting at $2,050/courseShow moreShow less
Format
Online
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Credentials this program stacks toward
No program pathways.
Detailed information about this program
Admissions Requirements There are no prerequisites for the Advanced Retirement Planning Certificate Program if taken independently. However, if taken as part of the MSFP Program, a bachelor’s degree and an active CFP®, ChFC®, CPA®, JD, CFA®, or similar financial services designation are required; additionally, three or more years of experience in financial services is preferred, but not required. To earn the Advanced Retirement Planning Certificate, you must: Successfully complete three courses and achieve a final score of 80% Agree to comply with The American College Code of Ethics and Procedures What You'll Learn Retirement planning is more complex than ever as markets evolve and clients live longer, healthier livers. This certificate equips you with the specialized knowledge and tools to deliver holistic, person-centered retirement plans that address both financial and emotional considerations. You’ll gain critical insights into aging, income planning, and advanced financial products to help clients retire with security and confidence.
What you need to earn this credential
No requirements listed.
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Scholarships
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