THE AMERICAN COLLEGE OF FINANCIAL SERVICES

Student Handbook

Richard D. Irwin Graduate School Degree Programs (v4/wj_ja_jm)

Revised 5/2021

The policies and procedures appearing in this handbook have been approved under the authority of The American College of Financial Services Board of Trustees and constitute the official policy of The American College of Financial Services (The College). All students pursuing coursework through the Richard D. Irwin Graduate School should familiarize themselves with the contents of this handbook. The policies presented herein outline both student rights and responsibilities. The contents of the handbook may change as necessary to strengthen The College's procedures and processes. The College reserves the right to revise this handbook at any time. All students pursuing designation studies at The College are responsible for knowing and abiding by the terms of this handbook. Questions related to the handbook may be directed to the Office of the Registrar at The American College of Financial Services, 630 Allendale Road, Suite 400, King of Prussia, PA 19406, registrar@theamericancollege.edu, or by calling 610-526-1324.

Revised 5/2021

TABLE OF CONTENTS

TABLE OF CONTENTS ............................................................................................................... 3 WELCOME .................................................................................................................................... 6 ACCOMMODATIONS .................................................................................................................. 6 NONDISCRIMINATION .............................................................................................................. 6 THE CODE OF ETHICS OF THE AMERICAN COLLEGE OF FINANCIAL SERVICES .. 6

Enforcement of the Code of Ethics ........................................................................................................ 6 The Professional Pledge.......................................................................................................................... 6 The Canons .............................................................................................................................................. 6 ACCREDITATION ........................................................................................................................ 7 Length of Programs ................................................................................................................................ 7 FINANCIAL OBLIGATIONS ...................................................................................................... 7 Course Refund......................................................................................................................................... 7

Refunds for GS Courses.........................................................................................................................................8 Continuing Education Filing Fees ......................................................................................................... 8

FINAL EXAMS ............................................................................................................................. 8 Availability............................................................................................................................................... 9 Exam Rescheduling................................................................................................................................. 9 Exam Retakes .......................................................................................................................................... 9 Testing in Webinar Courses................................................................................................................... 9

METHODS OF COURSE DELIVERY ........................................................................................ 9 Webinar Class Attendance and Lateness.............................................................................................. 9

REQUIRED STUDENT INFORMATION ................................................................................ 10 STUDENT PRIVACY INFORMATION .................................................................................... 10 GPA CALCULATION ................................................................................................................. 10

The Calculation ..................................................................................................................................... 11 GRADE SCHEMES..................................................................................................................... 11 FILE A GRIEVANCE ................................................................................................................. 11 STUDENT GRADE APPEAL PROCESS .................................................................................. 12 GRADUATE ACADEMIC STANDING ..................................................................................... 12

Revised 5/2021

Good Academic Standing ..................................................................................................................... 12 Academic Warning ............................................................................................................................... 13 Academic Probation.............................................................................................................................. 13 Academic Suspension and Readmission ............................................................................................. 13 Notification of Probation or Suspension. ............................................................................................ 13 PROGRAM COMPLETION ....................................................................................................... 13 DEGREE AND DIPLOMA AWARDING .................................................................................. 14 TRANSCRIPTS............................................................................................................................ 14 Transfer of Credit Decisions ................................................................................................................ 14 Transfer of Credit (Domestic).............................................................................................................. 14 Transfer of Credit (International)....................................................................................................... 15 Prior Learning Assessment (PLA)....................................................................................................... 16 GRADUATE SCHOOL APPLICANT INFORMATION........................................................... 16 Course Registration (Except Residency)............................................................................................. 17 DEGREE PROGRAM DESCRIPTIONS ................................................................................... 17 Master of Science in Financial Planning? (MSFP?) .......................................................................... 17

Introduction ..........................................................................................................................................................17 The Mission..........................................................................................................................................................17 Target Audience ...................................................................................................................................................18 Program Learning Objectives ..............................................................................................................................18 Degree Requirements ...........................................................................................................................................18 Master of Science in Management (MSM) ......................................................................................... 19 Introduction ..........................................................................................................................................................19 The Mission..........................................................................................................................................................20 Target Audience ...................................................................................................................................................20 Program Learning Objectives ..............................................................................................................................20 Degree Requirements ...........................................................................................................................................21

GRADUATE CERTIFICATES AND DESIGNATION DESCRIPTIONS............................... 21 Certified Family Business Specialist Certificate ................................................................................ 21 Estate Planning and Taxation Certificate........................................................................................... 21 Chartered Advisor in Philanthropy? (CAP?) Designation ............................................................... 22 Accredited Estate Planner? (AEP?) Designation ............................................................................... 22

ACADEMIC SUPPORT/LEARNING RESOURCES ................................................................ 22 Discussion Forum Rules of Conduct ................................................................................................... 22 Illegal Downloading and/or Distribution of College Materials......................................................... 23

Revised 5/2021

STUDENT SUPPORT SERVICES............................................................................................. 23 Instructional Assistance........................................................................................................................ 23 Contacting Faculty ................................................................................................................................ 24

LIBRARY SERVICES ................................................................................................................. 24 Digital Resources ................................................................................................................................... 24 Library Guides ...................................................................................................................................... 24

COLLEGE POLICIES ................................................................................................................ 24 GENERAL CONTACT INFORMATION .................................................................................. 25

Revised 5/2021

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