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Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
All CE credit approved by the state of New York for The American College (Provider NYPO-100037) courses expire on November 30, 2027, pending the biennial renewal every odd year. The College does not charge an additional exam monitor fee outside of tuition cost. To see licensee eligible for credit for each approved course please use this link.
MSFP 557 Retirement Planning
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 558 Investment Planning
View Course Details
This course provides a foundation in portfolio and household investing theory and application. Our objective is to give you a deeper understanding of the unique aspects of developing portfolio strategies for individuals. It provides an introduction into the economics of investing, portfolio theory, behavioral finance, equity and fixed income instruments, financial products, optimal household portfolio, and tax efficient accumulation and decumulation strategies. Our goal is to give students a mastery of advanced personal investing strategies.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 559 Fundamentals of Estate Planning
View Course Details
This course explores the application of estate planning methodologies and policies to personal financial planning. Introduces estate planning tools and strategies to assist a client in developing, maintaining, and transferring their wealth consistent with their objectives.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 584 Executive Compensation
View Course Details
The executive pay package is designed to drive the performance of the executives, owners, or leaders themselves as well as the organization. This course will identify executive pay packages such as base salary, bonus, short and long-term incentives, executive perks, and other benefits. Additionally, students will analyze the advantages and disadvantages of these components including taxation, policy, & regulations (ERISA). Financial planning professionals can leverage this knowledge to advise their clients or themselves.
Related Programs:
- Available CE:0
MSFP 589 Financial Statement Analysis and Small Business Valuation
View Course Details
Students extract information from multiple types of financial statements including note disclosures and use that data to view a business and assess the value generated. In doing so, they quantitatively assess the business strategies and apply sound statistical and analytical techniques. Case studies along with data analytics assignments, questions, critical thinking problems, analysis decision or mini exercises enable students to practice multiple techniques.
- Available CE:0
MSFP 615 Advanced Estate Management Planned Giving
View Course Details
An advanced gift and estate planning course which presents an overview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. GS 815 also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. Family business entity planning and buy-sell agreements are also addressed in the course.
- Available CE:0
MSFP 631 Advanced Retirement Planning Issues
View Course Details
This course addresses current issues relevant to helping clients save for retirement and ensure that adequate retirement income lasts a lifetime. Topics include the retirement savings crisis, determining retirement needs, motivating clients to save, maximizing savings through tax strategies, choosing an appropriate retirement income strategy, tax-efficient distributions, and Social Security benefits claiming.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 650 Capstone Case Development
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSMT 500 Graduate Orientation
View Course Details
In this online orientation, students are introduced to the courses within the MSM program, the faculty and fellow students. Students are also oriented to The College and the educational resources available to GS students.
Related Programs:
MSFP | MSFPP
- Available CE:0
RICP 353 Retirement Income Process, Strategies and Solutions
View Course Details
Upon completion of this course, the student will be able to:
Understand the steps in creating an effective retirement income plan
Identify retirement income needs, objectives, and goals by evaluating the clients current situation
Determine how to choose the appropriate retirement income strategy for your clients
Evaluate income tax, estate issues, retirement risks, and other threats to an effective retirement income plan
- CE: 22.5G
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LH
- CE: 24LAH
- CE: 24LHV
- CE: 21LH
- CE: 24G
- CE: 24LAH
- CE: 24G
- CE: 9G
- CE: 24LH
- CE: 5LAS,PC
- CE: 24G
- CE: 21L
- CE: 24LAH
- CE: 24G
- CE: 9LH
- CE: 24G
- CE: 8OGI
- CE: 24G
- CE: 16LH
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 24G
- CE: 12G
- CE: 10LH
- CE: 21G
- CE: 12LHV
- CE: 17G
- CE: 24G
- CE: 24LH
- CE: 19L
- CE: 6LH
- CE: 21LH
- CE: 24G
- CE: 24G
- CE: 24LAH
- CE: 24LH
- CE: 24LH
- CE: 24G
- CE: 19G
- CE: 24LHV
- CE: 4L
- CE: 24LAH
RICP 354 Sources of Retirement Income
View Course Details
The second of the program's three courses explores sources of retirement income in depth. After completion, you should be able to:
Recommend the optimal age to claim Social Security benefits as appropriate for each clients situation
Help the client evaluate the factors to consider when determining an appropriate retirement age
Understand the role of annuities in a retirement income plan
Have a better understanding of how executive benefits and retirement benefits for federal and military employees fit into the plan
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LAH
- CE: 24LH V
- CE: 21LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 12LAS,PC
- CE: 24G
- CE: 24L
- CE: 24LAH
- CE: 20.5
- CE: 24G
- CE: 24G
- CE: 9LH
- CE: 16LH
- CE: 24LH
- CE: 12G
- CE: 24L
- CE: 24LH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 24A&H,L&ANN
- CE: 21LH
- CE: 12LHV
- CE: 21G
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 9OGI
- CE: 21LH
- CE: 24LAH
- CE: 24G
- CE: 24LH
- CE: 19G
- CE: 15L
- CE: 24LHV
- CE: 10LH
- CE: 14G
RICP 355 Managing the Retirement Income Plan
View Course Details
The third course in the RICP® series focuses on initial and ongoing retirement income plan management. This knowledge will help you:
Choose the appropriate tax-efficient distribution options from a retirement plan
Help a client create a health expense budget and navigate the many decisions regarding Medicare and other health care options
Help a client prepare for their long-term care needs
Navigate retirement housing decisions and address home equity strategies
Identify the key ethical issues in retirement income planning
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 18LAH
- CE: 12LAHPC/2CSSL
- CE: 18LHV
- CE: 18LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAS,PC
- CE: 24LH
- CE: 24LAH
- CE: 14.5
- CE: 24G
- CE: 24G
- CE: 18LH
- CE: 21LH
- CE: 10LH
- CE: 24LH
- CE: 24G
- CE: 24LA,AH
- CE: 24LAH
- CE: 24LAH
- CE: 18G
- CE: 16LH
- CE: 8OGI
- CE: 21G
- CE: 18LAH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 5LH
- CE: 24G
- CE: 12G
- CE: 12LHV
- CE: 15L
- CE: 16G
- CE: 16L
- CE: 24LHV
- CE: 18LAH
Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
MSFP 557 Retirement Planning
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 558 Investment Planning
View Course Details
This course provides a foundation in portfolio and household investing theory and application. Our objective is to give you a deeper understanding of the unique aspects of developing portfolio strategies for individuals. It provides an introduction into the economics of investing, portfolio theory, behavioral finance, equity and fixed income instruments, financial products, optimal household portfolio, and tax efficient accumulation and decumulation strategies. Our goal is to give students a mastery of advanced personal investing strategies.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 559 Fundamentals of Estate Planning
View Course Details
This course explores the application of estate planning methodologies and policies to personal financial planning. Introduces estate planning tools and strategies to assist a client in developing, maintaining, and transferring their wealth consistent with their objectives.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 584 Executive Compensation
View Course Details
The executive pay package is designed to drive the performance of the executives, owners, or leaders themselves as well as the organization. This course will identify executive pay packages such as base salary, bonus, short and long-term incentives, executive perks, and other benefits. Additionally, students will analyze the advantages and disadvantages of these components including taxation, policy, & regulations (ERISA). Financial planning professionals can leverage this knowledge to advise their clients or themselves.
Related Programs:
- Available CE:0
MSFP 589 Financial Statement Analysis and Small Business Valuation
View Course Details
Students extract information from multiple types of financial statements including note disclosures and use that data to view a business and assess the value generated. In doing so, they quantitatively assess the business strategies and apply sound statistical and analytical techniques. Case studies along with data analytics assignments, questions, critical thinking problems, analysis decision or mini exercises enable students to practice multiple techniques.
- Available CE:0
MSFP 615 Advanced Estate Management Planned Giving
View Course Details
An advanced gift and estate planning course which presents an overview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. GS 815 also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. Family business entity planning and buy-sell agreements are also addressed in the course.
- Available CE:0
MSFP 631 Advanced Retirement Planning Issues
View Course Details
This course addresses current issues relevant to helping clients save for retirement and ensure that adequate retirement income lasts a lifetime. Topics include the retirement savings crisis, determining retirement needs, motivating clients to save, maximizing savings through tax strategies, choosing an appropriate retirement income strategy, tax-efficient distributions, and Social Security benefits claiming.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 650 Capstone Case Development
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSMT 500 Graduate Orientation
View Course Details
In this online orientation, students are introduced to the courses within the MSM program, the faculty and fellow students. Students are also oriented to The College and the educational resources available to GS students.
Related Programs:
MSFP | MSFPP
- Available CE:0
RICP 353 Retirement Income Process, Strategies and Solutions
View Course Details
Upon completion of this course, the student will be able to:
Understand the steps in creating an effective retirement income plan
Identify retirement income needs, objectives, and goals by evaluating the clients current situation
Determine how to choose the appropriate retirement income strategy for your clients
Evaluate income tax, estate issues, retirement risks, and other threats to an effective retirement income plan
- CE: 22.5G
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LH
- CE: 24LAH
- CE: 24LHV
- CE: 21LH
- CE: 24G
- CE: 24LAH
- CE: 24G
- CE: 9G
- CE: 24LH
- CE: 5LAS,PC
- CE: 24G
- CE: 21L
- CE: 24LAH
- CE: 24G
- CE: 9LH
- CE: 24G
- CE: 8OGI
- CE: 24G
- CE: 16LH
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 24G
- CE: 12G
- CE: 10LH
- CE: 21G
- CE: 12LHV
- CE: 17G
- CE: 24G
- CE: 24LH
- CE: 19L
- CE: 6LH
- CE: 21LH
- CE: 24G
- CE: 24G
- CE: 24LAH
- CE: 24LH
- CE: 24LH
- CE: 24G
- CE: 19G
- CE: 24LHV
- CE: 4L
- CE: 24LAH
RICP 354 Sources of Retirement Income
View Course Details
The second of the program's three courses explores sources of retirement income in depth. After completion, you should be able to:
Recommend the optimal age to claim Social Security benefits as appropriate for each clients situation
Help the client evaluate the factors to consider when determining an appropriate retirement age
Understand the role of annuities in a retirement income plan
Have a better understanding of how executive benefits and retirement benefits for federal and military employees fit into the plan
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAHPC/2CSSL
- CE: 24LAH
- CE: 24LH V
- CE: 21LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 12LAS,PC
- CE: 24G
- CE: 24L
- CE: 24LAH
- CE: 20.5
- CE: 24G
- CE: 24G
- CE: 9LH
- CE: 16LH
- CE: 24LH
- CE: 12G
- CE: 24L
- CE: 24LH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 24A&H,L&ANN
- CE: 21LH
- CE: 12LHV
- CE: 21G
- CE: 24LAH
- CE: 24LAH
- CE: 24G
- CE: 9OGI
- CE: 21LH
- CE: 24LAH
- CE: 24G
- CE: 24LH
- CE: 19G
- CE: 15L
- CE: 24LHV
- CE: 10LH
- CE: 14G
RICP 355 Managing the Retirement Income Plan
View Course Details
The third course in the RICP® series focuses on initial and ongoing retirement income plan management. This knowledge will help you:
Choose the appropriate tax-efficient distribution options from a retirement plan
Help a client create a health expense budget and navigate the many decisions regarding Medicare and other health care options
Help a client prepare for their long-term care needs
Navigate retirement housing decisions and address home equity strategies
Identify the key ethical issues in retirement income planning
Related Programs:
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 18LAH
- CE: 12LAHPC/2CSSL
- CE: 18LHV
- CE: 18LH
- CE: 9G
- CE: 24G
- CE: 24LH
- CE: 24G
- CE: 12LAS,PC
- CE: 24LH
- CE: 24LAH
- CE: 14.5
- CE: 24G
- CE: 24G
- CE: 18LH
- CE: 21LH
- CE: 10LH
- CE: 24LH
- CE: 24G
- CE: 24LA,AH
- CE: 24LAH
- CE: 24LAH
- CE: 18G
- CE: 16LH
- CE: 8OGI
- CE: 21G
- CE: 18LAH
- CE: 24G
- CE: 24G
- CE: 24G
- CE: 5LH
- CE: 24G
- CE: 12G
- CE: 12LHV
- CE: 15L
- CE: 16G
- CE: 16L
- CE: 24LHV
- CE: 18LAH