Financial Education for Securities, Banking, & Insurance Professionals.

» November 2013

Connections November 2013 - The American College of Financial Services
Dr. Larry BartonA Letter from our President

We intend to become a critical force in preparing a new generation of agents and advisors through our new FSCP™ (Financial Services Certified Professional™) program that launches January 1.

The content is new, dynamic and unlike anything available in financial services education: we will add an average of two new educational modules every quarter in 2014 and beyond, tapping the best experts across a variety of relevant, critical topics.

Do you need to know more about the Affordable Care Act? How are your competitors leveraging social media to grow their practices? What statutory changes are forthcoming that will impact your clients? What do you need to know to properly counsel clients on divorce planning? FSCP™, the successor to the LUTCF designation, is the first stop for new and experienced advisors who want to refresh their practices.

The new program begins in January, but you can begin courses that will provide credit toward the FSCP™ now. To learn more, visit

Thank you, and enjoy this issue of Connections.

Dr. Larry Barton, CAP®
President, The American College
The American College Names its 2013 Huebner Gold Medal Recipient
Named for the institution’s founder, Dr. Solomon S. Huebner, The Huebner Gold Medal has been awarded annually since 1975. It recognizes the select individuals whose support of The College and whose dedication to education and professionalism have been of particular meaning to the institution. For 2013, we are proud to announce that Michael C. Davidson, MSM, CLU®, CAP® has earned The American College’s highest honor—The Huebner Gold Medal.
Read more
Michael Davidson
ChFC - Chartered Financial Consultant
Planners are Increasingly Choosing ChFC®:
2014 Will Be Another Year of Growth for this Popular Credential
The American College educates more financial planners than any other accredited institution. Through the professionals pursuing our leading designations, our practitioner master’s degree (MSFS), and now the new Ph.D. in Financial and Retirement Planning, we are able to see and analyze trends in the planning field first.

What we’re seeing is an emerging shift in educational preferences. Because of a number of factors, including ongoing challenges the CFP Board has been facing, more planners are now choosing ChFC® as their preferred professional credential.

Some curriculum enhancements are underway now to create even more value for planners pursuing their ChFC®, with changes to be announced in early 2014. Please share your feedback on any of our programs for planners by emailing You may also visit to check your designation listing and find consumer-oriented information at
Headliner Headliner Headliner
Headliner Headliner Headliner
Estate Planning for the
Modern Family
One of the many interesting articles in the Fall 2013 issue of The Wealth Channel Magazine discusses the definition of family today and how the financial services world is adapting to accommodate their LGBT clients. The issues they face are immense and the advice you can provide can prove immeasurable. We invite all of our students and alumni to join the change in your community so you can serve families of all types who need your financial skills and expertise. You can read the full article by clicking below or click here to read the entire Fall 2013 edition of The Wealth Channel Magazine.
Read more
Retirement Planning:
This is Important Work
Recently featured in USA Today, RICP® (Retirement Income Certified Professional®) is a designation that focuses on retirement planning and prepares you to meet the needs of your retired or retiring clients. Program director, Dave Littell, explains "when an individual finds an advisor with the RICP® designation, they’ll know their advisor has specific education and knowledge that can help them think through all the complexities of making their savings last throughout retirement." More than 3,000 advisors have registered for the RICP® program making it the fastest growing designation to date. Click below to learn more about the RICP® designation.
Read more
LUTCF to FSCP™: A Seamless Transition
Current LUTCF students and designees will experience a simple, seamless transition to FSCP™ (Financial Services Certified Professional™) when the new program launches in January:
  • Current LUTCF designees will be able to keep their mark and use it from now on if they like.
  • Current LUTCF designees may want to take a certification course and move to the FSCP™. If they do move, they will not be permitted to use both marks at the same time with the public (as much of the core information represented by each mark will be similar).
  • In-progress students in the LUTCF program will have 18 months to finish their LUTCF, or they can choose to move to the FSCP™ instead. Current LUTCF courses will earn credits toward the FSCP™.

If you are considering a training program from The American College, preserve all your options and enroll now. For more information, to enroll, or to learn more about the FSCP™ designation, visit

in the news
Kacy Gruenkemeyer
Kacy Gruenkemeyer, CLF®
Alumna of the Month
The Alumna of the Month for November is Kacy Gruenkemeyer, CLF®. Click below to read more about her experience and impact on her industry.
Read more
Knowledge Summit 2013
Knowledge Summit 2013: Featuring an All-Star Lineup of Speakers and Presentations
The 2013 Knowledge Summit is returning to Caesars Palace in Las Vegas for three days of can’t-miss industry insight, ideas and innovation. Over 2,000 people have registered to attend thus far so register today while there's sill time!
Read more
Analyst Success Update:
Access to Study Sessions 1 & 2
is now Available
Take a virtual tour and sign up for your free trial today at: With workbooks and eBooks, video solutions, personal mentors, live online webinar classes and your own personalized dashboard to track your progress, Analyst Success is designed to make sure you’re ready for your CFA® exam.
Read more
CLU & ChFC Highest Standard of Knowledge and TrustThe 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.

Share with your clients: &

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.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, 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.

*CFA® does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Analyst Success. CFA® and Chartered Financial Analyst® are trademarks owned by CFA® Institute.
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)