Financial Education for Securities, Banking, and Insurance Professionals.
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1 Guide to Designations, Programs, and Advanced Degrees From industry-respected designations to accredited master s degrees and a doctoral program, The American College is the educational resource of choice for the nation s top financial services professionals. Financial Education for Securities, Banking, and Insurance Professionals.
2 Course Guide The American College offers a continuum of educational opportunities that encourages a lifetime of professional development. Additional credentials can help you advance your career or specialize in a particular area of financial services. Refer to our website TheAmericanCollege.edu for the most up-to-date course information. Legend R: Required E: Elective CLF RICP ChHC LUTCF FSS ChFC CFP CLU RHU REBC Office Number of HS 300 Financial Planning: Process and Environment R R E HS 311 Fundamentals of Insurance Planning R R R HS 313 Individual Health Insurance R E E HS 321 Income Taxation R R E HS 322 The Financial System in the Economy E HS 323 Individual Life Insurance R HS 324 Life Insurance Law R HS 325 Group Benefits R E R R HS 326 Planning for Retirement Needs E R R E R HS 328 Investments R R E R CLF Field CASL HS 330 Fundamentals of Estate Planning R R R R HS 331 Planning for Business Owners and Professionals R HS 332 Financial Planning Applications R HS 333 Personal Financial Planning: Comprehensive Case Analysis R HS 334 Estate Planning Applications E E HS 340 Advanced Topics in Group Benefits R R R HS 342 Executive Compensation E E E HS 343 Compensation and Personnel Management E E HS 344 Advanced Topics in Managed Care E E E HS 345 The Essentials of Healthcare Reform R HS 346 The Healthcare Consultant R HS 350 Understanding the Older Client R HS 351 Health and Long-Term Care Financing for Seniors E R HS 352 Financial Decisions for Retirement E R HS 353 Retirement Income Process, Strategies, and Solutions R HS 354 Sources of Retirement Income R HS 355 Managing the Retirement Plan R
3 RICP ChHC LUTCF FSS ChFC CFP CLU RHU REBC CLF Number of Office CLF Field CASL Select One HS 381 HS 371 HS 381 Integrated Leadership Practices Essentials of Management Development (GAMA) Professional Patterns of Management (Kinder Brothers) R Select One HS 372 HS 373 Leading Practices Seminar (GAMA) Practice Management Concepts for Agency Managers R HS 382 Leadership in a Changing World R R HS 383 Interpersonal Relationships in the Workplace R R Refer to our website TheAmericanCollege.edu for the most up-to-date course information. Legend R: Required E: Elective HS 384 Creative Problem-Solving and the Strategic Planning Process R R HS 385 Leading the Marketing Organization of the Future (Capstone) R HS 386 Field Management Seminar R HS 387 Marketing Management of Financial Services R HS 388 Leading in the Office Environment (Capstone) R HS 389 Human Resource Management R FA 200 Techniques for Prospecting: Prospect or Perish E E FA 201 Techniques for Exploring Personal Markets E E FA 202 Techniques for Meeting Client Needs E E FA 204 Marketing Financial Services to Women E E FA 211 Essentials of Disability Income Insurance E E FA 222 Essentials of Multiline Insurance Products E E FA 251 Essentials of Business Insurance E E FA 255 Essentials of Long-Term Care Insurance E E Effective March 31, 2013, FA 256 will be suspended indefinitely. FA 256 Essentials of Annuities E E FA 257 Essentials of Life Insurance Products E E FA 261 Foundations of Retirement Planning E E FA 262 Foundations of Financial Planning: An Overview R FA 263 Foundations of Financial Planning: The Process R Effective March 31, 2013, FA 264 will be suspended indefinitely. FA 264 Foundations of Investment Planning E E FA 271 Foundations of Estate Planning E E FA 290 Ethics for the Financial Services Professional R R GS 814 Qualified Retirement Plans E
4 for Accredited Master s Degrees Master of Science in Management MSM Number of 10 GS 900 Communications and Leadership R GS 910 Leadership Development Experience R GS 920 Personal and Interpersonal Leadership Skills R GS 930 Classic and Contemporary Leadership Studies R GS 940 Dynamic Organizational Leadership R GS 950 Law, Compliance, Benefits and Social Responsibility R GS 960 Leading Strategy Development R GS 970 Decision Making Leadership Skills R GS 980 Ethics in Leadership R GS 990 Management by Leadership R Master of Science in Financial Services Required Self-Study (8) MSFS Number of 12 GS 803 Financial Statements and Business Valuation Analysis R GS 807 MSFS Case Study Project R GS 811 Security Analysis and Portfolio Management R GS 814 Qualified Retirement Plans* R GS 815 Advanced Estate Planning R GS 817 Personal Tax Planning R GS 819 Mutual Funds: Analysis, Allocation & Performance Evaluation R GS 842 Executive Compensation R Required Residency (2 Taken together in a one week program) GS 808 Issues in Advanced Retirement Planning R GS 831 Ethics and Human Values (Residency) R Elective Self-Study (Choose 2) GS 838 Business Succession Planning E GS 839 Planning for Philanthropic Impact in the Context of Family Wealth GS 849 Charitable Strategies E GS 859 Gift Planning in a Nonprofit Context E GS 840 Building & Managing Financial Advisory Practice E HS 383 Interpersonal Relationships in the Workplace E E for Accredited PhD Degree PhD in Financial & Retirement Planning *Available as an elective for REBC The PhD program is funded through the generosity of Earn a CAP designation in Philanthropy by taking these three elective courses. PhD Number of 12 DP 1000 Seminar in Financial Planning R DP 1100 Seminar in Accumulation & Distribution of Financial Assets R DP 1200 Residency I Applied Statistics R DP 1300 Residency I Seminar in Ethics R DP 1400 Research Methods I R DP 1500 Applied Econometrics R DP 1600 Seminar in Aging R DP 1700 Seminar in Pensions & Employee Benefits R DP 1800 Seminar in Public Policy in Financial & Retirement Planning R DP 1900 Special Topics in Financial Planning R DP 2000 Residency II Seminar in Behavioral Finance R DP 2100 Residency II Research Methods II R Please refer to our website TheAmericanCollege.edu for the most up-to-date course information. Legend R: Required E: Elective
5 PROFESSIONAL DESIGNATIONS AND PROGRAMS ChFC Chartered Financial Consultant Advanced Financial Planning The ChFC provides comprehensive coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning, that will help you succeed in this competitive field. Designees who hold both ChFC and CLU credentials average up to 51% higher production income than their peers. CFP Certification Education Financial Planning These courses cover all of the 89 topics required by the CFP Board to sit for the CFP Certification Examination. The American College is the leading provider of financial education. Additionally, all of our course materials are written exclusively for financial planning practitioners. Students who successfully complete the CFP Certification can upgrade to the ChFC Advanced Financial Planning designation by taking three additional courses. CASL Chartered Advisor for Senior Living Retirement Coaching CASL is the most robust designation available in the specialized retirement coaching field. It provides comprehensive knowledge on financial, psychological, and sociological issues confronting older clients. Completing this rigorous program prepares you to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. FSS Financial Services Specialist Financial Services Basics FSS classes are taught by moderators with years of sales experience, helping you quickly establish a thriving financial services practice. As an FSS student, you ll gain fundamental product knowledge while learning practical sales skills that have been shown to increase production by as much as 40%. CAP Chartered Advisor in Philanthropy Philanthropy The CAP provides you with the knowledge and tools you need to help clients and prospective donors reach both financial and philanthropic goals. It enables you to work effectively with and for all types of nonprofit organizations and donors. A graduate-level program, CAP courses also earn credits toward the prestigious MSFS master s degree. RICP Retirement Income Certified Professional Retirement Income Planning The game is changing fast for financial professionals: it s now all about the transition from assets to income; creating a rich, sustainable livelihood for clients. Advisors without this knowledge or those who have a single-product solution or a limited approach will rapidly fall behind. ACCREDITED MASTER S DEGREES * MSM Master of Science in Management MSFS Master of Science in Financial Services Executive Leadership The MSM offers you the opportunity to refine and deepen your essential leader ship skills in such areas as managing group behavior, strategic leadership and influence, and organizational and crisis communication. The MSM is an accredited one-year program that combines two one-week residencies and online distance learning in a program for executives on an accelerated career path. Advanced Financial Planning The MSFS provides comprehensive tools to help you analyze, plan, and implement integrated strategies in financial planning. The program combines convenient distance learning with faculty and peer interaction, helping you gain entry to advanced markets, corporate clients, and larger cases. The MSFS program includes one required residency. PhD Theory and Research PhD in Financial and Retirement Planning The PhD in Financial and Retirement Planning is the only degree of its kind. Its comprehensive and rigorous curriculum, taught by top-notch, researchintensive faculty, prepares successful financial practitioners to move beyond the practice of retirement planning and financial decision-making and on to the research and theory behind those decisions. * The American College is accredited by the Middle States Commission on Higher Education, 3624 Market Street, Philadelphia, PA 19104; Required courses may be subject to change; please refer to our website, TheAmericanCollege.edu, for the most current information. The PhD program is funded through the generosity of TheAmericanCollege.edu/Programs
6 PROFESSIONAL DESIGNATIONS AND PROGRAMS ChHC Chartered Healthcare Consultant Healthcare Specialty ChHC is the premier educational program addressing the new complexities in healthcare. The designation covers federal and state regulations, changing advisor business models, and the full spectrum of benefits choices now available to individuals and groups. LUTCF Life Underwriter Training Council Fellow CLU Chartered Life Underwriter Insurance Skills Taught by experienced financial services leaders, LUTCF classes put you on the fast track for success. By combining essential product knowledge with basic planning concepts, the LUTCF has helped thousands of insurance professionals boost their production by as much as 40%. The LUTCF Insurance Specialty This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients. CLU designees average up to 27% higher production income than their peers in the first year alone. designation counts as one elective credit towards the CLU and ChFC.* *Accelerated Success program is not eligible. The American College and the National Association of Insurance and Financial Advisors (NAIFA) jointly confer the LUTC Fellow (LUTCF) designation, which has been earned by more than 67,500 professionals. REBC Registered Employee Benefits Consultant Employee Benefits The REBC designation enhances your competitive edge in the dynamic field of employee benefits. You ll gain a thorough understanding of pensions and retirement planning, group medical plans, longterm care, executive compensation, and personnel management. RHU Registered Health Underwriter Health Insurance The RHU is the premier credential for professionals serving a wide range of health insurance needs. It broadens your knowledge of managed care, medical expenses, disability income, and long-term care insurance to help you succeed in the health insurance field. CLF Chartered Leadership Fellow Field, Office and Agency Leadership The CLF program provides you with the knowledge you need to achieve key organizational goals, such as recruiting and retaining top performers, developing business plans, and motivating others. The CLF holds two tracks, field and office. Each covers practical applications and seminar-based programs. The marks CASL, CAP, ChFC, CLF, ChHC, CLU, REBC, RHU, and RICP are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations. Certified Financial Planner Board of Standards Inc. owns the marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board s initial and ongoing certification requirements. Required courses may be subject to change; please refer to our website, TheAmericanCollege.edu, for the most current information TheAmericanCollege.edu/Programs
2013 CATALog. Financial Education for Securities, Banking, and Insurance Professionals. ChFC RICP. ChHC CLU CLF CFP CAP RHU CASL REBC LUTCF FSS
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