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» Connections - September 2010

The American College - Connections: Inside The DNA of Financial Services
 September 2010  
One Person One Person Website Launches

Every person who has been touched by The American College has a unique story to share. That's why we have launched, One Person: Transforming Lives With The American College. One aspect of this initiative is a website featuring compelling video testimonials from some of our distinguished alumni. At, you can hear personal stories from financial services leaders about how they have gained a deep appreciation for continuing education and used their knowledge to help transform the lives of their clients.

Wealth Today CFP® Certification Requirements
Are Changing:

Time is running out to complete the program under current rules

CFP Board has recently announced changes to their national exam and educational program requirements. There are only four test dates remaining prior to both changes, which means students may want to take prompt action to start or complete the program.

As even the most accelerated educational programs still generally require 7 – 9 months to finish, students have little time left to make their program decisions.

In conjunction with the examination changes, a new required course is being added for all CFP® certification students who have not started their educational program by the end of 2011. Even students who have started their program by that date will need to take the revised examination beginning in 2012 covering new material. Any "challenger" to the exam, including ChFC® designees, will be required to take the new course before sitting for CFP Board's national exam beginning in 2012.

You can learn more by calling our Professional Education counselors at 877-489-1084

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
CASL Claiming Social Security Benefits:
Now and Later

Learn a practical strategy for married couples to maximize their Social Security benefits in this month's feature article by Professor of Taxation, David A. Littell, JD, ChFC®, CFP®. Get the inside details from an industry expert on what you can do to see results for today and in the future.

Wealth Today Get the Knowledge You Need with a One-Day Intensive Summit in NYC

Be a part of the comprehensive one-day Knowledge Summit on Monday, December 6, 2010 in New York City. Here is your opportunity to get ahead by acquiring the right information from the industry's leaders. Other highlights include:
  • Notable speakers such as Stuart Varney
    Senior editor, Fox Business News
  • Provocative panel discussions with top industry professionals
  • Interaction and networking opportunities
  • CE credit
Visit to learn more, register and receive updates about this exceptional opportunity.
Click Here To Learn More!
President's Dinner You are Invited to a Night At The Museum
President's Reception and Dinner

Kick off the holiday season at the 2010 President's Dinner set for the American Museum of Natural History in New York City on Sunday, December 5th . You and a guest are cordially invited to take part in this very special evening.

The President's Dinner black-tie event is open to all members of the President's Circle as well as an exclusive group of industry leaders and professionals who are significant donors to The College. The registration fee to attend the President's Dinner is $75.00 per person.

For more information, contact Mary Phelan at 800-821-8356 Ext. 1432.

Click Here To Register!
Intensive Live Review
Live Accelerated Review Sessions in the LA area

Find out how you can advance your education by participating in 2 ½ day live classes to earn credits for your designation. Each course session will include approximately 16 hours of live intensive review, as well as a final exam. ChFC®, CLU®, CFP® Certification & CASL® courses are starting in the fall.

Click Here To Learn More!
Russian Cruise
Explore Russia While Earning CE Credits!

Join us for our 2011 Travel and Learn Program with a cruise through Russia and the Baltic! Enjoy ten days of networking and education and four at sea while marveling at the magnificence of Amsterdam, Berlin, Stockholm, Helsinki, Copenhagen, and the glory of St. Petersburg.
  • Learn from industry leaders Dr. Larry Barton and professor Ted Kurlowicz, JD, CAP®, ChFC®, CLU® to earn CE Credits
  • See the sights of Russia while traveling with the luxury of The Celebrity Constellation
  • Build relationships with the experts in your profession
See why our cruises have earned top praises from industry leaders!
Click Here To Learn More!
Wealth Today
James H. Lowry
Check out The Importance of Mentoring: Part One on The Wealth Channel!

In this dynamic segment, Larry Barton, Ph.D. speaks with Thomas L. McLeary, CLU®, President of Endow, Inc. and James H. Lowry, Senior Advisor with the Boston Consulting Group about the important role that mentoring plays in the careers of African-American financial services professionals.

Make sure to tune in during the week of September 6 to see Part Two of this fascinating interview.

Knowledge Summit 2011
2011 Knowledge Summit & Commencement – Destination: Las Vegas

Save the date for June 9-11, 2011 when Your College hosts a robust 3-day Knowledge Summit! Discover the latest developments and approaches in financial services and learn how it can make a difference in your profession. Join us in Las Vegas to:
  • Connect with top caliber industry speakers
  • Earn CE credits
  • Explore the sights of Vegas
  • Attend a special commencement ceremony
Call 888-347-4185 or visit

Click Here To Learn More!
Game Changer
How New York Will Influence Our Nation: Game Changer Event

Join Your College in the Big Apple for the important Game Changer panel discussion, Commission Disclosure: How New York Will Influence Our Nation. This exceptional event will be held at The Round Table of New York on Thursday, October 7th 2010 from noon to 1:30 PM. Come see The American College's President Dr. Larry Barton and Visiting Assistant Professor, Julie Ragatz as they join President of Associated Benefit Consultants, Anthony Domino, MSFS, ChFC®, CLU®, CAP® to discuss a current influential topic.

Click Here To Learn More!
ExamFX Online State Licensing Exam Preparation
Now Available!

The American College has joined with ExamFX, the nation's leader in online state licensing training for the insurance and financial services industries, to provide you with a way to better prepare you for your state exam. The advantage of ExamFX is the Exam Simulator which sets the industry standard for determining readiness for the state exam. Check out this exciting feature and find out how you can pass with success.
Click Here To Learn More!
The Wealth Channel™ - All Business. No Static. - Take The Tour!
The American College - 270 South Bryn Mawr Avenue, Bryn Mawr, PA 19010
ChFC<sup>®</sup> - CLU<sup>®</sup>: Highest Standard of Knowledge & Trust. The marks CLU® & ChFC® are the property of The American College and may only be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP(with flame logo)® certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.
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Life Underwriter Training

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Financial Planning

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