Financial Education for Securities, Banking, & Insurance Professionals.


CLf® Chartered Leadership Fellow®
6 Courses: 6 Required / 0 Elective

Enhance Your Managerial Leadership Skills.

Are you ready to become a leader? The Chartered Leadership Fellow® (CLF®) program provides financial services managers with the knowledge and tools they need to achieve key organizational goals, such as:

  • Recruiting and retaining top performers
  • Setting performance
  • Developing effective business plans
  • Improving managerial skills

CLF® curriculum features an effective mix of relevant business courses to prepare individuals for today's leadership challenges.


Program Learning Objectives

Upon completion of this program, the student should be able to:

  1. Apply ethical standards and best practices in management and leadership
  2. Demonstrate an understanding of the process of recruiting, selecting, developing, motivating, and monitoring high performing advisors and teams
  3. Apply a diverse set of management and leadership techniques that address the changing work environment and the need for effective communication and interpersonal skills in team building efforts
  4. Utilize problem solving and decision processes to create a competitive advantage through locally effective strategic plan development that is in alignment with organizational goals and priorities
  5. Analyze and assess managers’ impact on and decisions regarding the critical support functions of marketing and human resource management
  6. Integrate the CLF® curricula into solutions for applied, real-world scenarios

CLF® Office
CLF® Field
Learning Options
Policies
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  • Who is the office track designed for?

    The CLF® office program is designed for financial professionals with the following level of experience and responsibilities:

    • Home office supervisors or managers with 3-5 years of experience
    • Agency office managers who seek more in-depth managerial and leadership knowledge and skills

    Individuals who pursue the office CLF® track will learn theory and best practices for: leadership development, interpersonal relationships, problem solving, human resource management, employee recruitment, and current issues within the insurance and financial services profession. The courses will help you create a culture of success in your business.

    CLF® Office Curriculum

    Course Name
    Course #
    Required
     
    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. (May be taken for graduate credit; contact Graduate Administration for applicability.)

     
    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.

     
    Marketing Management of Financial Services
    HS 387
     

    Covers the essentials of marketing management, including planning and tactical considerations and a variety of functional areas. While taking a mainstream marketing management approach, also includes thought-provoking issues in life insurance and financial services.

     
    Human Resource Management
    HS 389
     

    Approaches human resource management as a strategic element in every organization. Covers all aspects, including legal issues, job analysis, recruiting and selection, performance management and career development, compensation and pay for performance, safety and health and employee relations.

     
    Leading in the Office Environment
    HS 388
     

    This capstone course focuses on the critical need to help today's managers become tomorrow's leaders. It integrates tools and techniques from previous CLF® courses to help managers analyze their current operations, create a customized organization and develop implementation plans. The course is delivered as a self-study case review. For tuition and other information, contact CLF® Administration, phone: 610-526-1335; fax: 610-526-1359.

    The capstone course (HS 388) must be taken last. If you have completed all but your last selfstudy course and are enrolled in that course, you may enroll for the capstone course.

  • Who is the field track designed for?

    The CLF® field manager's program is designed for financial services professionals with three years of experience in managerial roles, such as:

    • Regional Vice Presidents
    • Managing Partners
    • Regional and District Managers
    • Field Managers
    • Managing Directors
    • Sales Managers

    This 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, but you also will be armed with the knowledge needed to create a culture of success within your organization.

    CLF® Field Curriculum

    Course Name
    Course #
    Required
    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. (May be taken for graduate credit; contact Graduate Administration for applicability.)

     
    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


    2013 Schedule


    June 24-27, 2013 - The American College

    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® Capstone for HS 385

     
    Schedule

    2015 Schedule


    February 16-19, 2015 - The American College

    These courses can be taken in any order, except for HS 385 Capstone (live, four-day residency), which must be taken last.

    *IMPORTANT NOTE: HS 371, HS 372, HS 381, HS 385 and HS 386 have special tuition and other costs and course delivery locations. For more information on HS 371 and HS 372, contact GAMA International at 800-345-2687.

  • Self-Paced Program: Earn the CLF® On Your Time

    You can study at your own pace, wherever and whenever it is most convenient for you. Complete your program as fast as you like; the self-paced program gives you the opportunity to truly tailor your education to your lifestyle. Our online study aids provide you with the guidance and practice you need to feel confident on test day. With every registration, students are granted access to:

    • Downloadable e-books for your iPad® or iPhone®
    • Online discussion with course professor
    • Supplemental readings
    • Streaming video lectures
    • Audio reviews

    Learn more »

  • 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.

    Full Completion Requirements »

    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.

    Learn more »

    Continuing Education

    Many of the programs at The American College qualify for Continuing Education. Understand that this information changes frequently, and while we will do our best to provide current data, it is your responsibility to verify CE credits with your state.

    Learn more »

    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.

    Learn more »

    The 5-Year Rule

    The American College pledges to offer the most up-to-date material and course offerings. In doing so, all courses are subject to the Five-Year Rule, in the interest of the most valid study material and timely designation completion.

    Learn more »

    Policy FAQs

    Answers for common questions concerning core designations (exam retake and reschedule policies, tuition and fees, etc.) can be found on the Core Designations FAQ page.

    Access the FAQ »

  • Moving Your Career Forward

    Earn your Master's degree through The American College. We offer a Master of Science in Management with an emphasis in leadership.

    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 $170 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: 888-263-7265

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Hours: M–F 8 a.m. – 6 p.m. ET

CLF® Field Tuition & Fees

Tuition: $775 (per course)

HS 386 Tuition: $330

Capstone Tuition: $2,000

Admission Fee: $150*

Retake/Reschedule: $170

Shipping: $25 (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.

CLF® Office Tuition & Fees

Tuition: $775 (per course)

Capstone Tuition (HS 388): $775

Admission Fee: $150*

Retake/Reschedule: $170

Shipping: $25 (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!

Click here to learn more

 
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