Tools & Practice Management | American Funds
American Funds ®

  • Forms & Literature
  • CLIENT ACCOUNTS
  • INVESTMENTS
  • PRODUCTS & SOLUTIONS
  • INSIGHTS
  • TOOLS & PRACTICE MANAGEMENT
  • SERVICE CENTER

Tools & Practice Management

Tools and guides to help you service clients and build your business


Planning Tools

Tools and calculators to help you plan and maintain portfolios, as well as present recommendations.


How-To Guides

Step-by-step instructions on topics that help you service clients and grow your business.


Capital Group Policy Spotlight

Updates on the DOL’s proposed fiduciary rule and insights that can help you keep your practice compliant.


Client Conversations

Talking points and FINRA-reviewed presentations to help address common client concerns.


Events

Conference and webinar information, including online registration and replays of past presentations.


Defined Contribution Spotlight

Important information and links to provide connections, clarity and understanding about current defined contribution retirement plan regulation, legislation and litigation activity.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.