Financial Education for Securities, Banking, & Insurance Professionals.

» January 2014

Michael DavidsonA Letter from Michael Davidson, MSM, CLU®, CAP®

Beginning February 1st, I will be humbly stepping in as Acting President and CEO of The American College. During this time of transition, I would like to extend to you my support and uncompromising pledge to preserve our heritage. I am honored to lead our renowned faculty, centers, staff, students and alumni alike.

Although new to this role, I am not a stranger to The College. I have served The College in many functions, most recently as Chairman of the Board of Trustees, from 2010-2012. During this time, I was involved in the creation of the State Farm Center for Women and Financial Services at The American College. Recently retired after 34 years with State Farm, I sincerely look forward to working with everyone associated with this great institution.

I would like to thank Dr. Larry Barton, CAP® for entrusting me to continue the standard of excellence he worked so hard to achieve and am looking forward to contributing to our award-winning designations by promoting their importance to our industry. As Adjunct Professor of Agency Excellence here at The American College, I know we try to add to our curriculums each year by giving our students the most valuable learning experience, tailored to fit their lifestyle and study habits. In 2014, we welcome the Chartered Special Needs Consultant™ (ChSNC™) and the Financial Services Certified Professional™ (FSCP™) designations to our list of designations and look forward to fostering the growth of the already popular retirement planning mark – the RICP®.

We thank you for your continued support and look forward to a successful 2014!


Mike Davidson, MSM, CLU®, CAP®
Acting President and CEO
The American College

FSCP™ Now Available
The new FSCP™ program is designed for all professionals – making it one of the most comprehensive designations on the market today. As a new or experienced financial professional, there's material in the FSCP™ program that will help you to grow your practice. Within the curriculum, you can choose the topics that make the most sense for your professional goals and study the way you want to: in live classes, in webinar classes, or with new, shorter self-study modules. You can learn about product knowledge, financial planning, building your business with effective prospecting and social media use, or specialty topics like Healthcare Reform and Divorce Planning. The FSCP™ utilizes the most current technology to deliver education that is relevant to your business today, and tomorrow. The all-new FSCP™ program is available now, so visit: to learn how it can help you!

Interested in Learning More About FSCP™?
We recently interviewed Assistant Professor of Insurance, C.W. Copeland on the program's inception, how it works and how it can benefit every professional, at every stage of their career. The FSCP™ curriculum can be tailored to your lifestyle, area of interest, and study preference, making this program one of our most unique and cutting-edge to date! Click below to read more about C.W. Copeland and the FSCP™ program.

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C.W. Copeland PhD
Travel-Learn Cruise 2014
Join us at we set sail in the Fall of 2014 for the spectacular beauty of New England, Nova Scotia and Quebec – a rare treat aboard a five-star luxury liner to view parts of the world that are close to home, yet a world away.

The Silversea's Silver Whisper Travel-Learn Cruise leaves Boston, MA on October 6th for 10 nights, ending on October 16th in Montreal, Canada. Some of the many benefits of this unique opportunity include:
  • Sailing with Silversea's Cruise Line, ranked first of all luxury lines in satisfaction. This is an all-suite ship, with exceptional meals, including all wines, liquors and specialty dining included in your fare.
  • Learning with Dr. Larry Barton as this year marks the final alumni cruise featuring Dr. Barton as our host and guest speaker. Join the hundreds of graduates that have already benefitted from these highly rated programs, offering his unique business insight that can grow your business.
  • Earning continuing education credits at sea (consult your tax advisor about the benefits you could receive).
  • Enjoy the ease of travel, unpacking only once to see the splendor of New England, Nova Scotia and Canada!

"We have enjoyed several American College alumni cruises and highly recommend them. The seamless excursion – unpacking once and seeing so many beautiful ports and historic places, combined with networking with peers, is impressive. The Continuing Education credits are important to maintain your competitive edge. This year is especially important as it will be our last cruise hosted by Dr. Barton and his wife Eliza who manage each program with care."

– Kevin E. Baldwin, CLU®, ChFC®
   Principal, B&L Financial Architects

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in the news
Thomasina Skipper
Alumna of The Month – January 2014
Thomasina Skipper, ChFC®, CLU®, CLF®
The Alumna of the Month for January 2014 is Thomasina Skipper, ChFC®, CLU®, CLF®. Click below to read more about her experience and impact on her industry.

Congratulations, Thomasina!
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The American College Top Stories
The Week5 Times You Might Need A Retirement Planner

Wall Street Journal – What You Know About Retirement Investing Is Wrong

LifeHealthPro – Retirement Income Planning: The Next Frontier

Financial Planning– CFP® Board Declines to Answer Deposition Questions in Planners' Lawsuit
New Book To Grow Your Practice:
Regenerating Success by Mickey Rosenzweig
Mickey Rosenzweig, CLU®, ChFC®, AEP, Immediate Past President of The American College Alumni Association, and President and CEO of Rosenzweig Financial Services (RSF), wrote Regenerating Success to explain how he turned RSF into a model firm for delivering the financial services of the future. He also offers practical advice, personal experience and detailed success formulas to help other financial services professionals with various challenges.

Mickey has generously decided to donate all proceeds from the sale of Regenerating Success to The American College to help us continue to serve the financial services industry with award-winning education. Order your copy for $14.99.

Regenerating Success by Mickey Rosenzweig
Do you know all you need to about
Healthcare Reform?
Last month, The American College hosted a webinar on The Affordable Care Act where Adam Beck, Assistant Professor of Health Insurance, spoke about the changes coming this year and what to expect in the future. Topics discussed are: individual plan cancellations and the recently announced "fix", marketplace exchange glitches, new rules for insurers and the individual mandate, and much more. Watch the full webinar.
Adam Beck
Introducing the New Director of The American College's Penn Mutual Center for Veterans Affairs: Ted Digges, CAPTAIN, SC, USN (Ret)
Ted Digges The mission of the Penn Mutual Center for Veterans Affairs is to provide military scholarships to the courageous men and women who served honorably in the armed services and their spouses. By awarding the talents of the military's best and brightest, the spirit of the financial services profession will be infused with a talent pool vital to the economic integrity and sustainability of an industry comprised of determined and mission-minded individuals.

Heading up this important Center for veterans is Ted Digges, CAPTAIN, SC, USN (Ret). He joined The College in the capacity of Director of the Penn Mutual Center for Veterans Affairs this past Veterans Day. Ted is a Naval Academy graduate with a Masters in Management and graduate of the Darden School's Executive Program at University of Virginia.

"I am thrilled and honored to be part of The American College Team," said Digges, "and very much look forward to serving those who serve by heading up this organization! "

Ted honorably served in the U.S. Navy for 27 years, retiring as Navy Captain. Being a veteran himself, Ted can connect with transitioning veterans because it was not long ago when he was in their shoes, experiencing all the excitement and anxiety of leaving the Service and looking for a new civilian career.

Ted joins us from Merrill Lynch, where he worked in Wealth Management. He previously served as President for a non-profit organization whose focus was on building esprit de corps, charitable endeavors and networking. His understanding of the financial services industry supports his work with the Center; having been one of the early recipients of a PMCVA scholarship, he knows what the process is like and can serve as a true mentor and partner to our returning veterans.

We are very grateful to welcome Ted to The College and look forward to bringing the PMCVA to its fullest potential. We are committed to honoring the men and women who have served this country. The Center's motto is "Empowering Heroes," which really says it all. We encourage interested individuals to visit the PMCVA website to see how we can help you.

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Remembering O. Alfred Granum, CLU®
We remember and celebrate the life of one of The American College's greatest influencers, O. Alfred Granum, CLU®, who passed away on January 2, 2014. Granum was a legend in our industry who made tremendous gains and innovations that continue to shape our profession today. His legacy is one of unwavering belief in the importance of the work of financial professionals, of uncompromising commitment to always doing the right thing for the client, and of generosity in sharing everything he learned for the benefit of the industry. The American College Northwestern Mutual Granum Center for Financial Security exists to foster his legacy for generations to come by serving to strengthen this great profession. To remember Al and his many contributions to our industry, or to sign his tribute, visit:
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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