Financial Education for Securities, Banking, & Insurance Professionals.

Sallie B. and William B. Wallace Chair in Philanthropy

Sallie B. and William B. Wallace, CLU® established the Chair in Philanthropy to elevate the role of philanthropy in financial planning. After an outstanding career as a Home Life agent, Mr. Wallace became the company's president and chief operating officer. He subsequently was vice chairman of Phoenix Home Life. Mr. and Mrs. Wallace's gifts to establish the chair grew from their personal commitment to philanthropy as a strong understanding of the need to educate advisors in how philanthropy can enhance financial planning. The Wallace's commitment led to the establishment of The College's Chartered Advisor in Philanthropy designation.

 

Individuals

Frank R. Dye, CLU®, ChFC®

Jeffrey B. Wallace

William B. Wallace, CLU®, ChFC®

William M. Werber, CLU®

Companies/Organizations

Phoenix Life Insurance Company

The Phoenix Foundation Inc.

 
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)