A Community Committed to Lifelong Learning
We’re committed to supporting you before, during, and after your coursework with exclusive access to professional resources and the power of The College’s alumni community.
How You Can Get Involved
Propel Your Career Growth
Access resources and support designed to help you pursue or advance your career in financial services.
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Professional Recertification
Maintain your designation to ensure you remain a relevant and valuable partner to the clients you serve.
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Explore Our Centers
Our eight Centers of Excellence intersect academics, philanthropy, and industry for the benefit of society.
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Meet Our Leaders
Our leadership team brings experience from decades in financial services, academia, and for- and nonprofit organizations.
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See Upcoming Events
Browse our upcoming events that connect communities, catalyze change, and accelerate careers through knowledge.
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Map Your Learning Journey
Our Advice Accelerator delivers a personalized learning plan in a few minutes. Expand your opportunities today.
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Check Out Our Podcasts
Our podcasts offer valuable insights from the foremost thought leaders in the field to expand your opportunities.
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Stay in the Know
Follow our Knowledge Hub for expert-driven research, podcasts, webcasts, and more.
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Explore Knowledge Hub+
Expand your opportunities with Knowledge Hub+, delivering 70+ hours of valued CE. Best of all, Professional Recertification Program members receive Knowledge Hub+ at no additional cost.
Upcoming Event
Horizons 2025
Get ready for an epic retirement planning experience with this inaugural, first-of-its-kind conference focused solely on delivering retirement planning expertise. Join us March 3-5, 2025 in Coronado, CA!
Your Partner in Practice
Chart Your Path to Success
Your learning journey with The College doesn’t have to end with just one designation, degree, or certification. Now that you’re an alum, more doors are open to you. No matter your interests or career path, we’re here to help you expand your opportunities.
Our Latest Resources
Insights
Steps to Strengthen Our Alumni Network
Picture this: a gathering of brilliant minds and accomplished individuals, each with their own unique journey, reconnecting with old friends or making new acquaintances.
September 09, 2024
Podcasts
Making an Impact Through Philanthropic Planning
Whether their clients are individuals and families, business owners, or nonprofit organizations, financial professionals need to know how to use the tools available to maximize impact and minimize…
November 18, 2024
Insights
FinServe Ambassador Talks Coordinated Legacy Planning
When building a client’s financial plan, it’s important to ensure that the plan is both holistic and specific in addressing what an individual’s goals are and ways to meet them. That’s the idea…
November 15, 2024
Insights
I am sad to announce the passing of alumna Jayne N. Schiff, MSFS, CLU®, ChFC®, CAP®, ChSNC®, RICP®, REBC®, survived by her husband, Albert J. “Bud” Schiff, CLU®, CAP®, RICP®, son, Matthew E. Schiff,…
November 15, 2024
Insights
Ambassadors Talk Tax Planning at FinServe Summit
Ambassadors from The College’s FinServe Network sat down with Sophia Duffy, JD, CPA, AEP® to discuss the importance of tax-informed planning at the 2024 FinServe Summit — including the new Tax…
November 14, 2024
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Support Our Mission
As an alum, you know the right knowledge gained at the right time can transform careers and communities. Help us advance our mission to benefit society and continue to be the home for lifelong learning.