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  1. Programs
  3. Advanced Retirement Planning Certificate

Advanced Retirement Planning Certificate

The American College

Certification

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

Financial professionals serving clients with complex retirement needs

Duration

< 9 Months

Cost

Starting at $2,050/courseShow moreShow less

Format

Online

Eligibility Calculator

Which aid programs apply to this program?

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Program Pathways

Credentials this program stacks toward

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Program Details

Detailed information about this program

Admissions Requirements There are no prerequisites for the Advanced Retirement Planning Certificate Program if taken independently. However, if taken as part of the MSFP Program, a bachelor’s degree and an active CFP®, ChFC®, CPA®, JD, CFA®, or similar financial services designation are required; additionally, three or more years of experience in financial services is preferred, but not required. To earn the Advanced Retirement Planning Certificate, you must: Successfully complete three courses and achieve a final score of 80% Agree to comply with The American College Code of Ethics and Procedures What You'll Learn Retirement planning is more complex than ever as markets evolve and clients live longer, healthier livers. This certificate equips you with the specialized knowledge and tools to deliver holistic, person-centered retirement plans that address both financial and emotional considerations. You’ll gain critical insights into aging, income planning, and advanced financial products to help clients retire with security and confidence.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

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Locations

Where this program is offered

No locations specified.

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Related Programs

Programs related to this one

No related programs.

Skills & Competencies

Skills developed through this program

  • Design comprehensive retirement income plans accounting for longevity risk, healthcare costs and evolving life stages
  • Evaluate psychological, physical and financial dimensions of aging in client decision-making
  • Assess and compare income-generating strategies using annuities, equities, fixed income and alternative investments
  • Integrate Social Security, tax planning and housing wealth into client-specific retirement income plans
  • Communicate complex retirement strategies with empathy, clarity and ethical consideration
Career Pathways

Occupations this program prepares you for

  • Personal Financial Advisors13-2052.00
  • Financial Managers11-3031.00
  • Financial and Investment Analysts13-2051.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: developing (Level 2)(based on Certification)

  • Client financial profiles — analyze independently to identify gaps in insurance coverage, savings rates, and investment allocation within a team-based advisory practice.
  • Financial planning strategies — develop and present tailored cash management and investment recommendations to clients with moderate financial complexity.
  • Client portfolio accounts — review on a scheduled basis to assess performance against stated goals and flag needed adjustments with limited oversight.
  • Life-event changes — evaluate their impact on existing client financial plans and initiate appropriate plan revisions in a timely manner.
  • Financial analysis software — utilize to model scenario projections including retirement income estimates, college savings trajectories, and debt payoff timelines.
  • Written financial plans — produce clear, organized documents that translate analytical findings into actionable client recommendations using standard firm templates.
  • Referral network — coordinate with tax professionals, estate attorneys, and insurance specialists to facilitate implementation of components outside direct advisory scope.
  • Client relationship management — maintain ongoing communication with an established book of clients using CRM software to track interactions and follow-up actions.
  • Regulatory and suitability standards — apply consistently when recommending specific financial products such as mutual funds or annuities to client segments.
  • Economic and market developments — monitor regularly and communicate their implications for client portfolios during scheduled review meetings.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Completion Rate
Not reported
Placement Rate
Not reported