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Catalog report · CourseShelf publish 59

American College of Financial Services

King of Prussia, Pennsylvania · IPEDS 210809

Profile

IPEDS UNITID
210809
OPE ID
03317300
City, state
King of Prussia, PA
Sector
private nonprofit 4-year or above
Website
https://www.theamericancollege.edu/
Confidence
75.0% from the census of this database (sha256 matches); target 90%
CollegeTransfer.Net
Transfer profile

What we hold

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Catalogs1
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Programs24
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Checklists24
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Courses53
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Catalogs 1

EditionFormatSourceCaptured
curriculum-pagewww.theamericancollege.edu2026-09-19T22:47:35.830209700+00:00

Programs 24

ProgramAwardCIPCreditsEditionSource
Accredited Estate Planner® Education Program2026www.theamericancollege.edu
Advanced High Net Worth Planning CertificateCertificate52.08042026www.theamericancollege.edu
Advanced Retirement Planning CertificateCertificate52.08042026www.theamericancollege.edu
Aspirations Discovered and Achieved2026www.theamericancollege.edu
Business Succession Planning CertificateCertificate52.08042026www.theamericancollege.edu
Certification Education Program2026www.theamericancollege.edu
Chartered Advisor in Philanthropy®2026www.theamericancollege.edu
Chartered Financial Consultant®2026www.theamericancollege.edu
Chartered Life Underwriter®2026www.theamericancollege.edu
Chartered Special Needs Consultant®2026www.theamericancollege.edu
Ed Slott & Company's IRA Success2026www.theamericancollege.edu
Estate Planning and Taxation CertificateCertificate52.08042026www.theamericancollege.edu
Executive Leadership CertificateCertificate52.02132026www.theamericancollege.edu
Financial Psychology CertificateCertificate52.08042026www.theamericancollege.edu
Financial Services Certified Professional®2026www.theamericancollege.edu
Foundational Programs2026www.theamericancollege.edu
Master of Science in Financial PlanningMaster of Science52.08042026www.theamericancollege.edu
News & Knowledge2026www.theamericancollege.edu
Organizational Leadership CertificateCertificate52.02132026www.theamericancollege.edu
Representation Insights and Resources2026www.theamericancollege.edu
Retirement Income Certified Professional®2026www.theamericancollege.edu
Specialized Programs2026www.theamericancollege.edu
Tax Planning Certified Professional®2026www.theamericancollege.edu
Wealth Management Certified Professional®2026www.theamericancollege.edu

Checklists 24

ChecklistAwardEditionRequirements
Accredited Estate Planner® Education ProgramAccredited Estate Planner® Education Program20261 groups · 18 items
Advanced High Net Worth Planning CertificateCertificate20261 groups · 6 items
Advanced Retirement Planning CertificateCertificate20261 groups · 6 items
Aspirations Discovered and AchievedAspirations Discovered and Achieved20261 groups · 2 items
Business Succession Planning CertificateCertificate20261 groups · 6 items
Certification Education ProgramCertification Education Program20261 groups · 40 items
Chartered Advisor in Philanthropy®Chartered Advisor in Philanthropy®20261 groups · 15 items
Chartered Financial Consultant®Chartered Financial Consultant®20261 groups · 38 items
Chartered Life Underwriter®Chartered Life Underwriter®20261 groups · 26 items
Chartered Special Needs Consultant®Chartered Special Needs Consultant®20261 groups · 15 items
Ed Slott & Company's IRA SuccessEd Slott & Company's IRA Success20261 groups · 51 items
Estate Planning and Taxation CertificateCertificate20261 groups · 6 items
Executive Leadership CertificateCertificate20261 groups · 6 items
Financial Psychology CertificateCertificate20261 groups · 6 items
Financial Services Certified Professional®Financial Services Certified Professional®20261 groups · 32 items
Foundational ProgramsFoundational Programs20261 groups · 2 items
Master of Science in Financial PlanningMaster of Science20261 groups · 34 items
News & KnowledgeNews & Knowledge20261 groups · 2 items
Organizational Leadership CertificateCertificate20261 groups · 6 items
Representation Insights and ResourcesRepresentation Insights and Resources20261 groups · 2 items
Retirement Income Certified Professional®Retirement Income Certified Professional®20261 groups · 23 items
Specialized ProgramsSpecialized Programs20261 groups · 2 items
Tax Planning Certified Professional®Tax Planning Certified Professional®20261 groups · 15 items
Wealth Management Certified Professional®Wealth Management Certified Professional®20261 groups · 15 items

Courses 53

SubjectCoursesNote
CHLF6
GS4
HS17
MSFP14
MSLS11
MSMT1

Policies 16

TitleSectionTextEditionSource
transfer_creditARTICULATION AGREEMENT The student must have credit for all Kansas State Any student not possessing the full listing of course credits University courses listed in the Course named in this agreement who wishes to apply for transfer credit Equivalency Inventory that meet these into an American College of Financial Services program will be requirements in order to utilize this agreement subject to the Huebner School’s transfer credit policy. The student must be matriculated with The The student must provide the Registrar at The American College American College of Financial Services to apply of Financial Services with proof of completion of the comparable for recognition/transfer of credit. Those credits may be transferred, upon enrollment at The College, into the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter®(CLU®), and Retirement Income Certified Professional® (RICP®) designation programs and complete a subsequent series of remaining courses to satisfy the course requirements for the selected designation program(s): Chartered Financial Consultant®: HS 347 Chartered Life Underwriter®: HS 323, HS 331 Retirement Income Certified Professional®: RICP 353, RICP 354 Kansas State University graduates utilizing this agreement must meet admission requirements, adhere to all polices at The American College of Financial Services, including The American College Code of Ethics, and understand that using the designation marks listed in this agreement requires at least three (3) years of experience in financial planning or a related profession.2026www.theamericancollege.edu
transfer_creditTuition Timing $695 per course Complete in 12 months Format 100% online, self-study Transfer Credit Earn transfer credit for up to a maximum of two (2) electives toward the FSCP® designation.2026www.theamericancollege.edu
transfer_creditUnofficial transcripts will not be accepted by other colleges or universities for transfer credit. Transfer of Credit Decisions Transfer decisions are made by the Academics department. In making transfer credit decisions, institutions consider the comparability of credit to be transferred to the receiving institution and appropriate applicability of the credit with the select designation or degree program at The College. Transfer of credit is also of value to students, as it will save time and money as they continue their educational journey. Transfer of Credit (Domestic) Internal and External Transfer of Credit (TOC) Policies for the Solomon S. Huebner School: Internal Transfers to The College 232026www.theamericancollege.edu
transfer_creditA maximum of 30% transfer of credit hours from current curriculums within The College may be accepted and applied towards a designation. For Huebner School programs with less than four (4) courses, transfer of credit requests may be submitted to the Program Director for evaluation. External Transfers to The College A maximum of 30% transfer of credit from external institutions to The College may be accepted and applied towards a designation. For Huebner School programs with less than four (4) courses, transfer of credit requests may be submitted to the Program Director for evaluation. Transferred credits apply to all methods of delivery (i.e., online, hybrid, in-person, etc.) and from postsecondary institutions with CHEA-recognized accreditation. Waivers, PLA (Prior Learning Assessment), or CLEP (College Level Examination Program) processes may be requested by the student, and evaluated by the Program Director, to demonstrate mastery of the course content. Transfer of Credit (International) Students who transfer credits from non-U.S.2026www.theamericancollege.edu
prior_learningPrior Learning Assessment (PLA) Prior learning assessments evaluate for-college credit experiences and skills obtained outside of the traditional classroom setting. Prior learning assessments are of value to students, as they will save students time and money as they continue their educational journey.2026www.theamericancollege.edu
3 Year Rule Policytransfer_creditTransfer Credits Transfer credits from courses taken externally are subject to the same rules based on the date the credits were posted to a student’s transcript. Transfer credits posted before 1/15/2026 are PERMANENT credits and transfer credits posted to a student’s transcript on or after 1/15/2026 are CONTINGENT credits pending program completion under the rules defined above. Please see our transfer of credit policy page for additional information.2026www.theamericancollege.edu
Abouttransfer_creditSupport Our Mission The American College Fund Recertify Enroll Now 888-263-7265 ☰ Call Us [CB3] DEPRECATED - Tertiary Banner Transfer of Credit Policy Credit transfers in comparable courses from domestic, accredited colleges/universities or The College's Irwin Graduate School are permitted for certain programs.2026www.theamericancollege.edu
Am I able to obtain transfer credit for prior coursework?transfer_creditAm I able to obtain transfer credit for prior coursework? Yes. You are eligible for transfer credit towards your courses provided the following: You have completed comparable courses at an accredited college or university, or in The American College of Financial Services Irwin Graduate School, OR you have completed comparable training as part of your employment with select partner firms (firm and program-dependent) Courses were completed within seven years prior to your application date, and a grade of a "B" or better was earned for the Irwin Graduate School or a “C” or better was earned for the Huebner School There is no charge to attempt to transfer credit. Read more about student policies .2026www.theamericancollege.edu
Can a waiver of course credit be applied for courses from other programs?transfer_creditThe transfer of credit agreement is only valid until December 31, 2023. A waiver of course credit for certain courses will be granted to individuals who hold the FIC or FICF designation, provided the specific course(s) identified for the waiver of course credit were based on course revisions produced in April 2007 or later.2026www.theamericancollege.edu
Guidelines to Transfer Credittransfer_creditGuidelines to Transfer Credit Students who completed courses within the seven-year period prior to their application date, while earning a grade of "C" or better in each course, are eligible for transfers for Huebner School programs. Irwin Graduate School transfers of credit courses require a minimum grade of “B” in each course. In addition, students who recently earned any one or more of the pre-approved listed professional designations are eligible to apply for transfer of credit. See the list below. For ChFC ® , CLU ® , and CFP ® Certification Education Programs Students may transfer courses into the ChFC ® , CLU ® , and CFP ® Certification Education programs. For RICP ® Program Students of the RICP ® Program who have previously completed The College’s CFP ® Certification Education or ChFC ® Programs, are a CFP ® Professional, or have completed HS 326 within the past 5 years, meet the elective requirement for the program.; and are eligible to earn their RICP® with only the two required courses. For ChSNC ® Program The ChSNC ® Program is not eligible for student credit transfers. For CFP ® Certification Education Program Transfers of Credit and Exam Eligibility Please note that The College can only report program completers who have transfers of credit from CFP ® Board-approved providers for exam eligibility purposes. Use the button below to determine if your prior education is from a CFP ® Board-approved provider. Upon registering for the exam, students who have transfers from institutions not listed below must verify their education by self-reporting to the CFP® Board using their unofficial transcripts. View Approved Providers2026www.theamericancollege.edu
Prior Learning Assessment (PLA)prior_learningPrior Learning Assessment (PLA) Prior learning assessments (PLAs) evaluate for-college credit experiences and skills obtained outside of the traditional classroom setting. These experiences and skills can be applied to our designations and degree programs upon review by the Academics department. The American College of Financial Services (The College) may request that prospective students supply supporting documents (e.g. a résumé documenting significant work experience in that area, a letter of recommendation on company letterhead from an employer vouching for your abilities, records of military training, college transcripts, business training certificates, work products, GRE or GMAT test scores, or other evidence) that capture possible evidence of success in our programs. Prior learning assessments are of value to students, as they will save students time and money as they continue their educational journey. Students may submit their experiences and or demonstrated skills to the Office of the Registrar at registrar@theamericancollege.edu for a preliminary evaluation. In turn, the materials will be submitted to the Academics department for official review and evaluation. To qualify for possible PLA credit, students may submit evidence of experiential training that will equate to no more than 3-credit hours of credit within either the Hueber School or Graduate School programs before the end of their first enrollment with The College. The student submission will include a $250.00 non-refundable administrative service fee which covers the time spent by the faculty to review and evaluate the PLA submitted materials. PLA requests after the student’s first enrollment will not be processed by The College. PLA processing may take up to two weeks for the Academics department to make a decision. Exception to Policy Please review2026www.theamericancollege.edu
Requesting a Transcripttransfer_creditUnofficial transcripts will not be accepted by other colleges or universities for transfer credit.2026www.theamericancollege.edu
Student Disclosurestransfer_creditClery Act Compliance We comply with The Clery Act Code of Ethics Learn the Professional Pledge and eight Canons required by students Accreditation Since 1978, The College has been accredited by MSCHE— view current status Student Outcomes View the outcomes achieved by our students Transfer of Credit Policy See what courses are eligible for transfer of credit Your Questions Answered Access more information on The College’s policies cb5 drawers2026www.theamericancollege.edu
The Center Partners with Take Command and First Command Educational Foundationtransfer_creditStudents who complete the Take Command Program will be eligible to complete a Transfer of Credit through The American College of Financial Services to receive college credit through our consumer financial education courses.2026www.theamericancollege.edu
The College Partners With Four Universities to Expand Lifelong Learningtransfer_creditThe College’s standard transfer credit policy limits the number of outside credits any individual student may bring into its programs. The new articulation agreements go further: graduates of a partner institution who meet the eligibility criteria will have their CFP® certification coursework recognized as a group – up to 21 credits toward The College’s Huebner School courses – rather than evaluated course-by-course.2026www.theamericancollege.edu
What are the requirements for transfer of credit?transfer_creditWhat are the requirements for transfer of credit? Prospective students will need to request an official transcript from their educational institution and must have completed comparable courses for transfer of credit within three years prior to their application date. The student must have earned a grade of “C" or better in each undergraduate course and a grade of “B” or better in each graduate course requested for credit recognition and transfer. A grade of “Pass” will be recognized as successful completion of courses. The student must possess credit for all partner institution courses listed in the Course Equivalency Inventory, meeting these requirements, to leverage this agreement in their plan of study at The College. Any student not possessing the full listing of course credits named in this agreement who wishes to apply for transfer credit into a College program will be subject to the Huebner School’s Transfer of Credit Policy . The student must be matriculated with The College to apply for recognition and transfer of credit and must provide the registrar with proof of completion of the comparable course(s) in the form of official documentation from the university’s official recordkeeping unit.2026www.theamericancollege.edu

Agreements 10

TitleTypeEffectiveSource
"The partnership between The American College of Financial Services and the Financial Planning program at the University of Georgia opens doors for our graduates to earn the Chartered Financial Consultant® (ChFC®) designation and other respected credentials,” said Dr. Swarn Chatterjee, Department Head of Financial Planning, Housing and Consumer Economics at the University of Georgia.partnershipwww.theamericancollege.edu
8, 2026 – The American College of Financial Services (“The College”) today announced new articulation agreements with Kansas State University, Missouri State University, the University of Georgia, and the University of Houston.articulationwww.theamericancollege.edu
AGREEMENT FOR TRANSFER OF CREDITS TO THE AMERICAN COLLEGE FROM MISSOURI STATE UNIVERSITY, SPRINGFIELD, MO The American College and Missouri State University (MSU) agree to maintain guidelines outlining specific course transfers for students who desire to transfer course credits from MSU to The College.partnershipwww.theamericancollege.edu
Final Outcome for Kansas State University: Kansas State University graduates who possess course credits named in this agreement, and who meet The American College of Financial Services’ Credit Recognition Requirements named in this agreement, may receive 21 credits for the Huebner School courses named in the Course Equivalency Inventory.partnershipwww.theamericancollege.edu
K-26-00965 ARTICULATION AGREEMENT AGREEMENT This transfer of credit articulation agreement will partner The University of Houston and The American College of Financial Services, satisfying course requirements for the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter®(CLU®), and Retirement Income Certified Professional® (RICP®) designation programs.articulationwww.theamericancollege.edu
K-26-00965 ARTICULATION AGREEMENT Final Outcome for The University of Houston: The University of Houston graduates who possess course credits named in this agreement, and who meet The American College of Financial Services’ Credit Recognition Requirements named in this agreement, may receive 21 credits for the Huebner School courses named in the Course Equivalency Inventory.articulationwww.theamericancollege.edu
New College partnership equips advisors with financial education and free access to powerful succession planning insights.partnershipwww.theamericancollege.edu
This agreement is contingent on shared learning objectives, as required by the Certified Financial Planner Board of Standards, Inc. Kansas State University and The American College of Financial Services wish to facilitate the transfer of students who complete training at Kansas State University to a designation program at The American College of Financial Services.partnershipwww.theamericancollege.edu
This agreement is contingent on shared learning objectives, as required by the Certified Financial Planner Board of Standards, Inc. The University of Houston and The American College of Financial Services wish to facilitate the transfer of students who complete training at The University of Houston to a designation program at The American College of Financial Services.partnershipwww.theamericancollege.edu
Via this articulation agreement, Kansas State University graduates who have met the credit recognition requirements may transfer all credits from the Certified Financial Planner Board of Standards, Inc. approved program at Kansas State University into one or all of the designation programs named in this agreement.articulationwww.theamericancollege.edu

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Every fact on this page is from American College of Financial Services's own published catalog, cited where it appears. Read from CourseShelf publish 59, built 2026-10-04.