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Program checklist · Certificate

Advanced High Net Worth Planning Certificate

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Certificate
Credential class
ceterms:Certificate
CIP
52.0804
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_bf06ad1e
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Admissions Requirements

6 items
  1. MSFP 595
    MSFP 595 Advanced Portfolio Management -Provides a foundation in portfolio and household investing theory and application, offering a deeper understanding of the unique aspects of developing portfolio strategies for individuals
    Not resolved to a course
  2. MSFP 596
    MSFP 596 Advanced Tax Planning -Explores the strategic skills and analytical frameworks needed to manage complex individual and fiduciary tax scenarios
    Not resolved to a course
  3. MSFP 615
    Essentials of Life Insurance Products R
    As published: “MSFP 615 Advanced Estate Planning -Presents an overview of gift, estate, and generation-skipping transfer tax law and tax computation processes”
  4. MSFP 595
    MSFP 595 Advanced Portfolio Management -Provides a foundation in portfolio and household investing theory and application, offering a deeper understanding of the unique aspects of developing portfolio strategies for individuals
    Not resolved to a course
  5. MSFP 596
    MSFP 596 Advanced Tax Planning -Explores the strategic skills and analytical frameworks needed to manage complex individual and fiduciary tax scenarios
    Not resolved to a course
  6. MSFP 615
    Essentials of Life Insurance Products R
    As published: “MSFP 615 Advanced Estate Planning -Presents an overview of gift, estate, and generation-skipping transfer tax law and tax computation processes”
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/certificate-programs/advanced-high-net-worth-certificate. Captured page pages/0018.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.