Financial Education for Securities, Banking, & Insurance Professionals.


RICP Webcast

Online | Webcast

Wednesday, November 18, 2015

Join us for a webcast, hosted by Jamie Patrick Hopkins, Esq., JD, CLU®, RICP® on November 18, 2015 at 1PM EST where Jamie will discuss the 18 financial risks faced in retirement. During the webcast, Jamie will define the risk, provide examples, identify facts that describe the magnitude and scope of the risk, and offer a wide range of solutions that you can employ in your practice today.

View the Archived Webcast

Partnering to Perform: Maximizing Advisor Relationships with the Next Generation of Retirees

New York Life Insurance Company

51 Madison Avenue - Ben Feldman Auditorium
New York, NY 10010

Monday, November 30, 2015

Did you know that according to the Social Security Administration 10,000 Americans retire each day? Or, that only 53% of the civilian workforce participates in a retirement plan?

Keep your advisors/agents at the forefront of the insurance, investment and financial services industry. Join The American College of Financial Services, GAMA International, and The New York Roundtable as key influencers discuss how to best prepare.

Do not miss this great opportunity to connect with The American College, GAMA International, and The New York Roundtable, receive up 2 hours of CE credit, and network with other financial professionals!

Cost is $60/seat or $500/table of 9.
Includes morning coffee and lunch.

Event Details & Registration

CAP Webcast - “Charitable Planning for your High Capacity Clients”

Online | Webcast

Tuesday, November 17, 2015

On Tuesday, November 17, The American College will present a Webcast on “Charitable Planning for Your High Capacity Clients - Enhance Your Practice, Serve Clients and Help Your Community”.

The speaker will be Bryan K. Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®, founder and president of Charitable Solutions, LLC. Bryan is a leading national expert on philanthropic planning with high capacity clients and donors. He will be joined on the webcast by Phil Cubeta, CLU®, ChFC®, MSFS, CAP®, The Sallie B. and William B. Wallace Chair in Philanthropy at The American College.

In the webcast, you will hear about the newest charitable tools and learn how to identify and then engage your top prospects for philanthropic planning. The topics covered are geared to financial advisors, tax and legal advisors, life insurance professionals, and nonprofit gift planners who work with high net worth clients.

View the Archived Webcast

Techniques and Strategies for Creating Retirement Income You Can Live With

Online | Video Teleconference

Wednesday, November 11, 2015

How do you talk to clients about retirement? Let the best practitioners in the field tell you how!

“Techniques and Strategies for Creating a Retirement Income You Can Live With”

A video teleconference from The American College and the Society of Financial Service Professionals (FSP) – available exclusively at FSP’s Chapters.

Wednesday, November 11, 2015, 1:00 p.m. – 3:10 p.m. Eastern Time

Join fellow American College professors Wade Pfau, Ph.D., CFA®, David Littell, JD, ChFC®, CFP®, and Jamie Hopkins, JD, LLM, MBA, CLU® RICP®, FSP member Curtis Cloke LUTCF, CLTC, and FSP past president and moderator Richard M. Weber, MBA, CLU®, AEP (Distinguished) for a live broadcast on how to create a sustainable retirement income. The content for this teleconference is based on The American College’s RICP® program.

View the Archived Webcast

The American College’s 2015 President’s Dinner

Philadelphia, PA

Friday, November 20, 2015

Join The American College at the National Constitution Center for our 2015 President's Dinner. Set against the iconic backdrop of Independence Mall in Philadelphia, the National Constitution Center provides an elegant and inspiring location as we celebrate the presentation of the Huebner Gold Medal, The American College's highest honor.

This will truly be an unforgettable night!

Event Details & Registration

Knowledge Summit 2017

Paradise Island, Bahamas

Atlantis Resort

Thursday, November 9, 2017

Knowledge Summit will take place from Thursday – Saturday, November 9-11, 2017. If you would like more information on Knowledge Summit 2017 in the Bahamas please email us at:

Programs of Study
Centers of

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)