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Program checklist · Financial Services Certified Professional®

Financial Services Certified Professional®

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
Financial Services Certified Professional®
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_109bec38
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

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

Five (three core and two electives)

32 items
  1. FA 200
    FA 200 Techniques for Prospecting: Prospect or Perish (Required)
    Not resolved to a course
  2. FA 203
    FA 203 Essentials for Meeting Client Needs (Required)
    Not resolved to a course
  3. FA 222
    FA 222 Essentials of Insurance and Financial Needs (Elective)
    Not resolved to a course
  4. FA 257
    FA 257 Essentials of Life Insurance Products (Elective)
    Not resolved to a course
  5. HS 300
    Fundamentals of Financial Planning E R R
    As published: “HS 300 Fundamentals of Financial Planning (Elective)”
  6. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Elective)”
  7. RICP 353
    RICP 353 Retirement Income Process, Strategies and Solutions (Elective)
    Not resolved to a course
  8. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning (Elective)
    Not resolved to a course
  9. FA 200
    FA 200 Techniques for Prospecting: Prospect or Perish (Required)
    Not resolved to a course
  10. FA 203
    FA 203 Essentials for Meeting Client Needs (Required)
    Not resolved to a course
  11. FA 222
    FA 222 Essentials of Insurance and Financial Needs (Elective)
    Not resolved to a course
  12. FA 257
    FA 257 Essentials of Life Insurance Products (Elective)
    Not resolved to a course
  13. HS 300
    Fundamentals of Financial Planning E R R
    As published: “HS 300 Fundamentals of Financial Planning (Elective)”
  14. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Elective)”
  15. RICP 353
    RICP 353 Retirement Income Process, Strategies and Solutions (Elective)
    Not resolved to a course
  16. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning (Elective)
    Not resolved to a course
  17. FA 200
    FA 200 Techniques for Prospecting: Prospect or Perish (REQUIRED) - Teaches advisors industry-proven methods for successfully identifying, selecting, and approaching prospects for financial products and services
    Not resolved to a course
  18. FA 203
    FA 203 Essentials for Meeting Client Needs (REQUIRED) - Guides professionals in examining the retirement planning process
    Not resolved to a course
  19. FA 222
    FA 222 Essentials of Insurance and Financial Needs (ELECTIVE) - Provides multiline agents with strategies for helping clients obtain the various insurance and other financial products they need
    Not resolved to a course
  20. FA 257
    FA 257 Essentials of Life Insurance Products (ELECTIVE) - Provides an overview of the two basic types of life insurance policies - term and whole life - as well as their many variations
    Not resolved to a course
  21. HS 300
    Fundamentals of Financial Planning E R R
    As published: “HS 300 Fundamentals of Financial Planning (ELECTIVE) - Provides an overview of the financial planning process”
  22. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (ELECTIVE) - Focuses on life insurance policies and annuities and their use in financial planning”
  23. RICP 353
    RICP 353 Retirement Income Process, Strategies and Solutions (ELECTIVE) - Covers the process of creating an effective retirement income plan, including evaluating client goals, possible risks, and overall management strategies
    Not resolved to a course
  24. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning (ELECTIVE) - Introduces goal-based wealth management through a theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection
    Not resolved to a course
  25. FA 200
    FA 200 Techniques for Prospecting: Prospect or Perish (Required)
    Not resolved to a course
  26. FA 203
    FA 203 Essentials for Meeting Client Needs (Required)
    Not resolved to a course
  27. FA 222
    FA 222 Essentials of Insurance and Financial Needs (Elective)
    Not resolved to a course
  28. FA 257
    FA 257 Essentials of Life Insurance Products (Elective)
    Not resolved to a course
  29. HS 300
    Fundamentals of Financial Planning E R R
    As published: “HS 300 Fundamentals of Financial Planning (Elective)”
  30. HS 323
    Individual Life Insurance R
    As published: “HS 323 The Tools and Techniques of Life Insurance Planning (Elective)”
  31. RICP 353
    RICP 353 Retirement Income Process, Strategies and Solutions (Elective)
    Not resolved to a course
  32. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning (Elective)
    Not resolved to a course
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/professional-designations-certifications/fscp. Captured page pages/0017.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.