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The American College of Financial Services

The American College of Financial Services

The American College of Financial Services partners with Pearson Vue to offer examinations for candidates pursuing certification in the financial planning and insurance professions. The College’s designations include Retirement Income Certified Professional® (RICP®), Wealth Management Certified Professional® (WMCP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and several others.

Get certified from your home or office

Take your American College of Financial Services exam conveniently from home through OnVUE online proctoring. A live proctor will monitor you through the webcam on your workstation to provide a secure exam experience.

Watch the short video on the American College of Financial Services online proctoring page to see how convenient it is to test from home or work. Be sure to run the system test before you sign in to register for an online proctored exam. Good luck!

Scheduling Your Exam

You will need to log into your Pearson VUE account to schedule your exam. If you have not created your account, you may do so from this page.

NOTE: Your Pearson VUE login information is independent of the login information you use with The American College of Financial Services.

The following exams are available to be taken in your home or office through online proctoring. If you prefer to take the test in-person and there are available testing facilities, you may do so. Click here to learn more about online proctoring with OnVUE. *If you're pre-approved for accommodations, please contact Pearson VUE at 1-800-466-0450 for assistance with scheduling.

More exams may be added for online-proctoring at a future date. Check back to this page for updates.

Unfortunately, due to in-country regulations, we are unable to offer the online proctoring option to test takers located in Japan, China, South Korea, Slovenia, and OFAC countries (Iran, Cuba, North Korea, Sudan, and Syria).

Preparing For Your Exam

For the greatest chance of success on your final exam:

  • Schedule your exam early so that you can plan your studies accordingly.
  • Utilize the Online Learning Center located in your American College Student Portal. This resource contains a wide variety of study tools that will help you master your course materials, including audio and video supplements, practice questions, sample exams, and more.
  • Be sure to review your course learning objectives. These topics are often tested on the final examination.

On Exam Day

  • Make sure to bring one valid form of photo identification such as a driving license or passport.
  • You may bring a calculator with you to the testing center.
  • More information about ID requirements, use of calculators, and grades can be found here.
  • Designation exams typically consist of 100 multiple-choice questions. The WMCP® exam consists of 150 multiple-choice questions.
  • You'll learn your exam results at the testing center.

After Your Exam

If you pass your exam, and if you’ve purchased a package of courses, you’ll be automatically enrolled in the next course in your sequence.

If you need to retake an exam that you did not pass or you do not take your exam before your testing window closes, you will need to open a new testing window. Opening a new window requires the purchase of a Retake/Reschedule. Please contact The American College of Financial Services at 888-263-7265 for more details.

Testing Windows

Personal Pathway courses are divided into a 10-week work window and a 4-week testing window. However, testing windows for Personal Pathway courses are dependent on when you complete your course requirements. If you finish the required coursework in week 5 of the 10 week work window, then you will have the remaining 5 weeks plus the original 4-week exam window in which to schedule and take the exam.

Testing windows for self-study programs begin on the day you enroll in your course; you will have the rest of the current month plus the next four months to take your exam. For example, if you enroll in May, you will have May, June, July, August, and September to take your exam. The WMCP® designation is an exception to the above rule. The WMCP® program window begins on the day that you enroll in the WMCP® program, and you will have the rest of the current month plus the next twelve (12) months to complete the course requirements and pass the exam.

About The College

The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu.

To see how earning a professional designation will benefit your career, please read the Designation Outcomes Study (PDF).

Last updated 2020-10-06