Financial Education for Securities, Banking, & Insurance Professionals.

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The American College - Connections: Inside The DNA of Financial Services
 November 2010
Healthcare Reform Webcast
Healthcare Reform:
What You Need to Know Now

The one FREE Webcast You Cannot Miss:
December 14, 2010 at 11 a.m. ET for 55 minutes

How will your practice and your clients be impacted by healthcare reform? On December 14 at 11 am, The American College will host a free 55-minute webcast to answer your questions and provide practical guidelines on what you need to know before the end of the year. This webcast will feature The American College's President, Dr. Larry Barton, Associate Dean and Assistant Professor of Insurance, Allen C. McLellan, CASL®, ChFC®, CLU®, LUTCF, CFP®, and Assistant Professor of Health Insurance, Arthur B. Tacchino, J.D.
  • Receive real-time information that can benefit your clients
  • Ideal for any advisor calling on individuals or businesses
  • Learn about immediate mandated changes, grandfathering plans, small employer tax credit, and what's coming next
  • Submit your questions for the expert panel to address
  • Be the first to receive valuable excerpts from the exciting new Chartered Healthcare Consultant™ (ChHC™) designation launching in January
Hurry! Sign up and submit your questions here:
Click Here To Register!
Healthcare Reform Webcast
New Essentials of Healthcare Reform course launches in January, 2011
Part of new Chartered Healthcare Consultant™ (ChHC™) Designation

Passage of Healthcare Reform in 2010 has brought tremendous change in all areas of the American healthcare industry. The Chartered Healthcare Consultant™ program is the premier educational platform helping advisors understand the new complexities in healthcare. Professionals taking these courses will gain the knowledge, skill, and confidence necessary to evaluate the complex needs and options of their clients and to diversify their business models into fee-based healthcare consulting.

Click Here To Learn More!
One Person What is the Impact of One Person?
The American College wants to hear from you!

Several distinguished alumni have already participated in The College's new initiative, One Person: Transforming Lives with The American College. Gathering these personal stories about the importance of continuing education and how knowledge received here impacts lives has been a rewarding process thus far, but we'd like to hear more. Please visit and share your story today!

Click Here To Learn More!
Wealth Today New CFP® Certification Requirements

Time is running out to complete the CFP® certification program under current rules. CFP Board has recently announced changes to their national exam and educational program requirements which may impact the way students prepare and when they want to sit for the comprehensive examination. The American College is the leading provider of education leading to this quality designation, and we now offer a range of options for high achieving students:
  • Self-study, course-by-course or packaged curriculum
  • Live webinar classes that can have you ready to test in 9 months
  • Live intensive review courses
  • Monthly payment plans
Whether you're in progress toward your certification or considering starting the program, you'll want to talk with a trained academic counselor to determine what study choices are right for you. Call 877‑489‑1084 to review your options today!
Game-Changer Series Earn CE Credits with the Game-Changer Series
November 17: Retirement Income: Will your Client's Retirement Assets Last a Lifetime?*

This dynamic webcast, powered by the New York Life Center for Retirement Income, will help you gain a better understanding of strategies for withdrawing assets during retirement. Help ensure your clients' assets will last well into their retirement years through this important program:
  • Identify whether a portfolio will be sustainable
  • Weigh the impact of annuities on the sustainability of a retirement portfolio
  • Select an appropriate asset allocation for a retirement portfolio
  • Use the "RisQuotient method" to determine the health of a retirement portfolio
Noted experts: Moshe Milevski and John Ameriks as well as Kenn Tacchino, JD, LLM, Co-director of the Center for Retirement Income, and American College faculty Walt Woerheide, PhD, CFP® and Craig Lemoine, CFP® provide valuable insights into retirement income.

*Rebroadcast of the March 10, 2010 program–CE will not be available for those who attained CE for the March program Don't miss out! Sign Up Today!

Click Here To Register!
Knowledge Summit 2010 Time Is Running Out: One-Day Knowledge Summit in NYC! Stuart and varney

The comprehensive one-day Knowledge Summit is approaching on Monday, December 6, 2010 in New York City. This summit will cover sessions on regulatory reform, the state of the economy from financial journalist Stuart Varney, succession planning for agency leaders, former U.S. Comptroller General David Walker on avoiding economic collapse, and much more!

Visit to learn more, register and receive updates about this exceptional opportunity.

Masters Series DVD
Place Your Order for the Masters Series DVD Box Set: Only $99

Financial services professionals must offer clients the right guidance and leadership now, more than ever. The American College has tapped the wisdom of some of the most influential individuals in the profession. Those who can teach us the most about the past and prepare us for the future are all part of the new Masters Series on DVD.

The challenges and the opportunities -- it's all here in these riveting stories collected in a five-disc DVD set. You'll enjoy thought-provoking and insightful interviews conducted by David F. Woods, CLU®, ChFC®, LUTCF with such influencers as John T. Baier, CLU®, ChFC®, CLF®, CFP®, MSFS, Peter Browne, LUTCF, Seymour G. "Sy" Sternberg, CLU®, Maurice L. Stewart, CLU®, ChFC®, CLF®, and William B. Wallace, CLU®, ChFC®.

Nowhere else can you find such a unique commentary from today's most admired financial services leaders!

Click Here To Learn More!
Russian Cruise 2011 Russian-Baltic Cruise: Your Opportunity for Knowledge and Travel

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!
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.
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)