Financial Education for Securities, Banking, & Insurance Professionals.

The Best Financial Services Textbooks Available

The American College, premier publisher of distance-learning materials for the financial services field, has created a wide range of textbooks and other learning materials on general financial planning, life insurance, estate planning, income taxation, retirement planning, pension administration, health care, employee benefits, executive compensation, and more.


Used by colleges and universities across the country, these practical resources are researched and written by The American College faculty and are continually updated to reflect the dynamically changing financial services industry.


Note for American College Students

If you are an American College student in any program except graduate-level courses, your course tuition includes your textbooks and these are automatically ordered for you when you register.


College and University Bookstores and Other Students

You can browse our available books by using the links below and selecting the subject of the book you'd like to view. You can order books from The American College by clicking here.


Corporate Customers

Would You Like to Create Your Own Custom Book? Find out more here.

Women & Money - Matters of Trust

Author

Mary Quist-Newins


Explores the demand for readiness and effectiveness in marketing to women for insurance and financial professionals. Covers the latest research on women, best practices in marketing, relationship building and consultative selling, and the six content areas of financial planning and their special implications for American females. Gain insight on how to expand your business through the understanding of the dynamics and perspectives of female clients and advisors. Ideal for both men and women seeking to enhance their practice with additional knowledge and expertise.


1st edition, ©2009 (Revising 1/1/13)

Price: $65

Item Code: FA204.02.1



Planning for Business Owners and Professionals

Authors

Ted Kurlowicz
James F. Ivers III
John J. McFadden


Focuses on the tax and legal aspects of organizing a business; compensation planning for the business owner; business succession planning; buy-sell agreements; estate planning and estate freezing techniques; methods for transferring a family business; lifetime disposition of a business interest-taxable and tax-free dispositions and the use of the installment sale and other methods; business uses of life and disability insurance for the benefit of business owners; disability buy-sell agreements; and risk management for a closely held business. Also covers the special problems of professional corporations.


13th edition, ©2012

Price: $120

Item Code: HS331-13



Executive Compensation

Author

Paul Schneider


Addresses the many types of plans used to provide benefits for executives of business firms. Covers plan installation, as well as ERISA, tax, and other compliance issues. Also included are cash compensation planning; nonqualified deferred-compensation plans; stock options; split-dollar life insurance plans; disability income benefits; and executive fringe benefits. Special features include the IRS Model Rabbi Trust, a sample restricted stock purchase plan, and reporting and disclosure forms for pension and welfare benefit plans under ERISA.

 


12th edition, ©2011

Price: $75

Item Code: ISBN: 1-58293-036-8 • ISBN: 978-1-58293-036-7



Techniques for Prospecting: Prospect or Perish

Authors

I. David Cohen
Kirk S. Okumura
Glenn E. Stevick, Jr.


Teaches advisors industry-proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Students learn how to overcome the psychological barriers to prospecting and innovative approaches for setting income and activity goals. Strategic, tactical, and operational business planning processes are presented in detail, along with effective contact management systems. In addition, practice management concepts, professionalism, and ethics are explored.


2nd edition, ©2010

Price: $65

Item Code: FA200.02.1



Techniques for Exploring Personal Markets

Authors

McLellan, Okumura


Provides an in-depth look at penetrating the personal markets using the life-cycle marketing strategy and selling/planning process. Learn to segment your market into four adult life-cycle segments and recognize the common insurance and financial needs members of these market segments have. Apply this approach to new prospects and existing clients. Create a basic marketing plan to apply the life-cycle marketing strategy to your practice. Other topics covered include disability income, life, long-term care and Medicare supplement insurance; overview of investment products; special markets; and retirement and estate planning.

 


3rd Edition, 2013

Price: $65

Item Code: FA201.02.01



Techniques for Meeting Client Needs

Author

Glenn Stevick


Offers an introduction to the life insurance sales career and the sales/planning process in the personal market. Addresses total-needs selling, the consultative selling process and the needs for personal life insurance. Presents the skills used throughout the sales/planning process, from the initial client meeting, through fact finding and sales presentations, to servicing and continuing a mutually profitable relationship. Presents a review of insurance products, policy provisions, underwriting and service.

 


3rd Edition, 2010

Price: $65

Item Code: FA202.03.01



Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)