Financial Education for Securities, Banking, & Insurance Professionals.

CLF® Field

Chartered Leadership Fellow®

7 Courses: 7 Required / 0 Elective

Field Manager

The CLF® field track is focused on delivering proven methods and practical applications for field leaders. You will explore the best practices for recruiting and retaining performers, developing effective business plans, setting performance expectations/objectives and improving firm performance. Not only will you increase your own success, you will also be armed with the knowledge to create a culture of success within your organization.

The CLF® Field Track Curriculum Overview

There are a total of seven courses in the program, and the courses can be taken in any order, with the exception of HS 385, which must be taken last.

CLF® Field Curriculum

Course Name
Course #
Students must complete one of the following three classes:
Professional Patterns of Management
HS 381

Local Delivery by Kinder Brothers
A video-based-learning, moderator-driven field management program that covers vision, recruiting and selection, training and supervision, personal development, goal setting, and business planning. For tuition and other information, contact Kinder Brothers, 800-372-7110.

Essentials of Management Development
HS 371

Local Delivery by GAMA
A video-based-learning, moderator-driven field management program that covers vision, recruiting and selection, training and supervision, personal development, goal setting and business planning. For tuition and other information, contact GAMA International, 800-345-2687.

Integrated Leadership Practices
HS 381

Live, Online Delivery by The American College
The American College is now offering a new field leadership course that presents a new approach to AMTC. This course focuses on the application of the latest information regarding the role of a field leader. It will discuss the understanding and impact of diversity (age, gender, culture) and new technology. This is a perfect opportunity for people new to field management and serves as a preliminary course for The College's Chartered Leadership Fellow® (CLF®) designation program.

Students must complete one of the following two classes:
Field Leadership Series Workshops
HS 372

Local Delivery by GAMA
One-to two-day seminars that focus on critical issues facing field managers today, such as leadership, productivity, recruiting, and marketing. For tuition and other information, contact GAMA International, 800-345-2687.

Practice Management Concepts - Agency Managers
HS 373

An in depth analysis of the proven practices for field leaders in the financial services industry. A practical, day-to-day approach to leadership, sales psychology and business strategy. Focuses on the need for critical results in a fast paced world.

Students must complete all of the following classes:
Leadership in a Changing World
HS 382

Presents basic leadership concepts and the essentials that every effective leader practices. Examines core leadership behaviors and the results of applying them. Explores the leader’s role in creating, inspiring and maintaining an ethical climate.

Interpersonal Relationships in the Workplace
HS 383

Helps managers enhance interactions with others by understanding basic concepts of interpersonal relationships in work organizations. Uses a human relations model and case studies to illustrate concepts, skills and techniques. Discusses topics such as understanding informal organization, productivity, quality improvement, job redesign, performance appraisal, employee rewards, managing conflict and change and dealing with difficult people.

Creative Problem-Solving & Strategic Planning
HS 384

Improves the manager’s ability to solve problems creatively using both analytical and intuitive means. Provides an in-depth understanding of the strategic planning process, along with readings that demonstrate the application of strategic planning concepts.

Field Management Practices
HS 386

A topical program delivered online live or recorded, with a focus on current issues critical to a field manager’s success and performance. For tuition and other information, contact CLF® Administration, phone: 610-526-1335; fax: 610-526-1359.

Leading the Marketing Organization of the Future
HS 385

HS 385 is a 4 day residency course.

CLF Field Capstone Schedule

2015 Schedule

October 5-8, 2015 - The American College

April 11-14, 2015 - The American College

CLF® Capstone for HS 385


2013 Schedule

September 30-October 3, 2013 - The American College

2014 Schedule

February 10-13, 2014 - The American College

September 8-11, 2014 - The American College

CLF® Course Policies:

Program Completion Requirements

To receive the CLF® designation, you must successfully complete all courses in your selected program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures.


Three years of full-time business experience is required for all Huebner School designations. The three-year period must be within the five years preceding the date of the award. An undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience. Part-time qualifying business experience is credited toward the three-year requirement on an hourly basis, with 2,000 hours representing the equivalent of one year full-time experience. The following activities meet the required business experience qualifications included in the CLF® certification process.

Insurance and health care

  • Field underwriting and management, including sales and service activities, supervision and management of persons involved in sales or services, or staff support of persons in these activities.
  • Company management and operations in positions involving substantial responsibility.

Financial services and employee benefits

  • Client service and related management, including direct contact with clients, supervision and management of persons involved directly in the process of providing financial services or employee benefits, or staff support of persons in these activities.
  • Financial institution management and operations in positions involving substantial responsibility.


  • University or college teaching of subjects related to the Huebner School curriculum on a full-time basis at an accredited institution of higher education.
  • Government regulatory service in a responsible administrative, supervisory, or operational capacity.
  • Activities directly or indirectly related to the protection, accumulation, conservation, or distribution of the economic value of human life; these include the work of actuaries, attorneys, CPAs, investment advisers, real estate investment advisers, stockbrokers, trust officers, or persons in other similar occupations.
Code of Ethics

To underscore the importance of ethics standards for Huebner School designations, the Board of Trustees adopted a Code of Ethics in 1984. Embodied in the Code are the Professional Pledge and eight Canons.

Professional Pledge

"In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself."

The Canons

  • Conduct yourself at all times with honor and dignity.
  • Avoid practices that would bring dishonor upon your profession or The American College.
  • Publicize your achievements in ways that enhance the integrity of your profession.
  • Continue your studies throughout your working life so as to maintain a high level of professional competence.
  • Do your utmost to attain a distinguished record of professional service.
  • Support the established institutions and organizations concerned with the integrity of your profession.
  • Participate in building your profession by encouraging and providing appropriate assistance to qualified persons pursuing professional studies.
  • Comply with all laws and regulations, particularly as they relate to professional and business activities.
Continuing Education

All CLF®s are subject to the PACE Recertification Program. If you are a CLF® who falls into any of the following specified categories, you are required to earn 30 hours of CE credit every two years:

  • Licensed insurance agent/broker/consultant
  • Licensed security representative/registered investment advisor
  • Financial consultant, attorney, accountant, employee benefits specialist, and any other individual who provides insurance, employee benefits, financial planning, or estate planning advice and counsel to the public

If you have earned all 30 CE credits through The American College, you do not have to sign and file a statement of compliance. The College will record CE credits you earned at The College and notify you when you have met the requirements.

If you are a CLF® subject to PACE but do not fall into one of the above categories, you are exempt from the CE requirements. You will be required to notify The College of your exempt status every reporting period, as long as the exemption applies.

PACE Recertification

A Recertification Fee is applied to First-Time PACE-Required Designees after February 1, 2007. A fee of $250 (recurring every two (2) years) covers multiple designations and is not retroactive for prior PACE-required designees.

*Approximately 90% of PACE recertification fees will be used for public awareness of the designations.

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Refund Requests

All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. We will refund your course tuition less a $125 cancellation fee for 30 days into the quarter for which you are registered. Textbooks do not need to be returned and no refund will be given for these textbooks.

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PDF: Mail or Fax a PDF Application

Phone: 610-526-1355

Hours: M–F 8 a.m. – 5 p.m. ET

Tuition & Fees

Tuition: $850 (per course)

HS 386 Tuition: $850

Capstone Tuition: $2,000

Admission Fee: $0*

Shipping: $0 (per course)

Your tuition includes all required study materials, access to convenient online learning tools, and your examination. Supplementary study materials are also available for an additional cost.

*Tuition includes all required study materials, access to convenient online learning tools, and an examination.

Check out the New HS 381 Integrated Leadership Practices course!

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The 5-Year Rule

In order to facilitate timely completion of a student's designation and as part of The College's pledge to offer the most up-to-date material and course offerings, all courses are subject to the 5 Year Rule.

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Contact Us

Call: 610-526-1355
(M–F 8 a.m. – 5 p.m. ET)

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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)