Financial Education for Securities, Banking, & Insurance Professionals.

» February 2014

FSCP - Now Available

How are Your Social Media Skills?

Social networking has entered a new era. The times have shifted from networking over cocktails and passing out business cards in hopes of a returned call, to doing most of our networking on our smart phones and/or tablets. We have entered into an era where personal interaction skills rival the importance of listening to consumers online to determine their specific needs.

How does listening online make sense? The American College created a new module based primarily on social media and how it can help advisors hone in on the needs of their clients. In this practical module you'll cover:

  • How to put your audience first
  • How Social Technographics research can help you build the right user persona
  • How to set up the most effective LinkedIn profile
  • How to grow your LinkedIn network
  • Case studies on advisor uses of Facebook and Twitter
  • Managing your time on social media
  • How to measure your impact

You might now ask what a module-based learning platform is and what the benefits are to our students. Below is a short Q&A of this new, cutting-edge course delivery.

Q. Why is The American College offering modular delivery?
A. Modular training delivers short, direct, self-paced training vs. long schedule based educational classes. It allows students to choose the topics they most need.

Q. How does it work?
A. Students choose the modules they want to complete and enroll. When students enter the module, they are greeted with five lessons of content and best practices for the completion of the module. The online classroom students enter was designed to be simple and clean, providing a streamlined experience.

Q. What makes this delivery format different from other choices?
A. Modules are intended to give students direct access to the most valuable information from some of the most critical course content, to some new and innovative content too. Unique learning elements have been integrated into self-paced lessons that encourage students to pause and reflect on the information they are consuming and how they can apply it practically in their professional life. Practitioners from the field have partnered with The College to contribute their expertise via video vignettes, which capture the essence of what it means to be a financial professional in today's world.

To learn more about the FSCP™ program, or to see a list of all the new and current modules on important topics such as social media, healthcare reform and divorce planning, click below.

Learn More About FSCP™

Or counselors are available to help at: 888-263-7265.

One Person: Transforming Lives with The American College
One Person Campaign Enters Final Year
In 2009, our faculty identified initiatives that would launch The American College into a renaissance of academic excellence while addressing the changing needs of our industry and people we serve. The following year, the Board approved a five-year, $50 million campaign that would make these initiatives a reality.

The American College One Person: Transforming Lives with The American College has reached 75% of its goal, with leadership gifts from individuals and companies totaling $37.5 million. These generous contributions have supported four new centers of academic excellence: The Penn Mutual Center for Veterans Affairs, The Cary M. Maguire Center for Ethics in Financial Services, The State Farm Center for Women & Financial Services and The Northwestern Mutual Granum Center for Financial Security. New York Life also made a generous donation that enabled us to create a groundbreaking new PhD program focused on financial and retirement planning.

Now, 2014–the final year of the One Person campaign–can be the most impactful yet. All alumni have the opportunity to use their Annual Giving contribution to participate in the One Person campaign. Donations help invest in world-class teaching; support distinguished research; and harness technology that meets the learning needs of today's professionals.

Tax-deductible contributions of any amount are appreciated since they support The American College as the leading nonprofit educational institution dedicated to the financial services industry. To celebrate the successful conclusion of the $50 million One Person campaign, the top contribuors will be treated to a special evening of cocktails and entertainment at the United Nations on December 4, 2014, the night prior to the annual black-tie President's Dinner at New York City's spectacular Gotham Hall.

Contact Claudia Stowers at 610-526-1423 or Allen Thomas at 610-526-1422 to discuss your contribution to the One Person campaign. Or, visit our website for more information and instructions on how to give your gift online.
Women's Leadership Summit - June 3-5, 2014 - New Orleans, Louisiana
The Women's Leadership Academy Summit is headed to the Big Easy!

The Women's Leadership Academy (WLA) will be hosting its 3rd Annual Leadership Summit, June 3-5, 2014 at the Hyatt French Quarter in New Orleans, Louisiana. The theme for the Summit is Developing Authentic Leadership. This two-day educational conference features motivational keynote speakers and rigorous academic workshops on leadership and industry hot topics in small classroom group settings. The 2014 WLA promises to help attendees identify possible derailments to success; enhance management skills to increase team performance; educate leaders on trends impacting the financial services industry; and develop creative problem solving skills.

New for 2014: Choose Your Learning Track
This year, WLA Summit attendees will have an opportunity to select from two educational tracks with workshops and seminars led by esteemed faculty members of The American College. Learn creative problem solving and strategic planning strategies and their implications in Track I (a CLF® course), or develop your authentic leadership through personalized leadership assessment, executive coaching, and workshops focused on conducting courageous conversations. You can also explore opportunities and challenges around popular issues such as retirement income planning and healthcare reform in Track II.

2014 WLA Summit features:
  • Academically rigorous content, classes and discussions
  • The opportunity to earn 3 credits toward the Chartered Leadership Fellow® (CLF®) designation*
  • Community building with female leaders at the Chocolate Networking Lounge
  • Dynamic remarks from inspirational keynote speakers
  • The opportunity to earn CE credit**
Click here to Register

Space is limited and a sold-out event is expected, so register today! For additional information and registration details, please email us at

*Only eligible for Track I. Must successfully complete the final exam for HS 384: Creative Problem Solving & The Strategic Planning Process.
**Only eligible for Track 2. CE credit pending states' approval.

RICP®: Setting the Standard in Retirement Income Planning
Have you heard the buzz about Retirement Income Planning? Although this latest "hot" topic has been featured in many places within the news recently, many advisors aren't aware of what earning the RICP® designation can do to instill trust in their clients – setting them apart as experts in retirement income planning. In an effort to inform our students on the current retirement needs of clients today, we spoke to Program Director Dave Littell about the creation of this cutting-edge designation and how advisors can gain this important asset by completing three courses focused on the needs of our aging baby boomers. Read the full interview.
Dave Littell
Linda S. Need, CFA®, CFP®, CAP® Named Chair of Board of Trustees
at The American College
Linda S. Need In January 2014, Linda S. Need, CFA®, CFP®, CAP® was named Chair of the Board of Trustees at The American College of Financial Services – a historic first Board Chair from the banking industry and also The College's first ever female Chair. Linda is currently the Senior Vice President and Managing Director, Life Insurance for Wells Fargo Advisors, LLC and Head of the National Life Practice for Wells Fargo Insurance Services USA, Inc., both divisions of Wells Fargo & Company. In her current role, Linda is responsible for building Wells Fargo's life insurance platform and managing the practice across the company's various distribution channels. She joined Wells Fargo in 2011.

Prior to joining Wells Fargo, Linda worked for Bank of America, where she held several leadership roles in insurance and investment management, most recently representing Bank of America's broker-dealer as part of the Merrill Lynch transition team. Previously, she held various insurance and annuity sales, marketing and actuarial roles at Morgan Stanley, Allstate, Tillinghast and Northwestern Mutual.

Linda graduated from Williams College with a Bachelor of Arts degree in Mathematics and Economics. She is a Fellow of the Society of Actuaries (FSA), a member of the American Academy of Actuaries, a Chartered Financial Analyst® (CFA®), a Certified Financial Planner® (CFP®), a Chartered Advisor in Philanthropy® (CAP®) and a registered general securities principal. In addition to serving on the Board of Trustees for The American College, Linda also serves on the Board of Directors for the Girl Scouts Hornets' Nest Council.

Historic First Board Chair From The Banking Industry

"Linda represents a significant bridge for The American College as we extend our deep financial services expertise into banks and brokerage firms," said Mike Davidson, MSM, CLU®, Acting President & Chief Executive Officer of The American College. "Our educational offerings are broader than ever before, including the launch of a PhD program in financial and retirement planning, CFA® (Chartered Financial Analyst®) exam prep, and programs in philanthropy, special needs planning, core advisor training, and advanced retirement planning. Companies are increasingly discovering the depth of our resources and using them to achieve a competitive advantage."

"Professionals in the life insurance industry have leveraged the education provided by The American College to measurably enhance their careers since the College's founding in 1927," said Need. "However, banks, wealth management firms, and other financial services providers are just now starting to understand how the quality and breadth of The American College resources can help their advisors. For 87 years, this non-profit academic institution has been all about knowledge, professionalism, and ethics for financial professionals. It's an honor to lead this Board and this institution now, when those ideals have never been more important."

Read the full press release.
The American College Cary M. Maguire Center for Ethics in Financial Services
The American College: Promoting Ethics in Our Industry
On January 11th, 2014, a group of four executives and six academic ethicists gathered in Phoenix, Arizona to participate in the fourteenth annual James A. and Linda R. Mitchell/The American College Forum on Ethical Leadership in Financial Services. The purpose of this annual event, established in 2001 by Jim and Linda Mitchell, is to provide executives with an opportunity to reflect on ethical issues they confront on a regular basis, discuss questions posed to them by academics engaged in business ethics education, and to afford academics the opportunity to engage in discussion about these issues with top level executives so they can bring that experience back to their classrooms.

Although many pertinent questions were raised during this important forum on ethics, the theme kept circling back to one main point: The responsibility of ethics is a shared one. It is up to our leaders to instill certain ethical standards in their staff and hope these standards become part of the culture – infused in every level of management, and every level of employee. To read more on how ethics play such a vital role to the financial services industry, visit:
in the news
Jessi Sumner
Alumna of The Month – February 2014
Jessi Sumner, MSFS, CFP®
The Alumna of the Month for February 2014 is Jessi Sumner, MSFS, CFP®. Click below to read more about her experience and impact on her industry.

Congratulations, Jessi!
Read more
Today's Top Stories
Investor's Business DailyFinancial Advisers Sharpen Their Retirement Offerings

Wall Street Journal – Wealth Adviser: Younger Advisers Seek Out Old Hands As Rates Rise – Retirees Should Be Investing In More Equities
ChFC and CLU - 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.

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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.
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Insurance Education

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Life Underwriter Training

Council Fellow

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Chartered Life Underwriter®

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Financial Planning

Chartered Financial Consultant®

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Certification Education

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