Financial Education for Securities, Banking, & Insurance Professionals.

» October 2009: Exciting Breakthroughs From Your College

  October 2009
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ChFC® Moves to Nine Courses!!
Register before October 1 to take the 8-course curriculum!

The ChFC® is the highest standard of knowledge and trust a financial planner can earn, and now we're making it even better! Starting on October 1, 2009, The American College is adding another required course to the ChFC® curriculum. The College offers the most comprehensive education in the profession, with 50% more courses than other leading credentials.
Click here to learn more!
ChFC® or CFP® Certification?
The Financial Planning Certification Center is a new resource that explains all the ins and outs of the two most popular planning credentials.
Visit and learn more!
Presenting a 90 minute DVD on Roth IRAs
On Jan. 1st 2010, millions of Americans will be eligible to convert their IRAs and in some cases qualified plans and 403(b) accounts into Roth IRA accounts. To help with solutions and strategies, The American College is assembling the best minds in estate planning, taxation and retirement to help you with an informational 90 minute DVD.

To find out how you can learn more and receive our DVD, please click the link below and fill out the required information.
The Most Practical Agency Leadership
Course Yet: Brand New and Still Time to Sign Up!

On October 20, 2009 at 1:00 PM, ET, our new Integrated Leadership Practices course is scheduled to begin. It has been described by Phil Richards CFP®, CLU®, RHU®, Chairman and CEO of North Star Resource Group as “...a major addition to the field of leadership and so very much needed in these turbulent times.”

Associate Dean,
Assistant Professor of Insurance,
The American College
Big Money and What Can Go Wrong
Visit right now to hear Don McNay, CLU®, ChFC®, MSFS discuss The Dangers of Sudden Wealth with Professor Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, CFP®. McNay discusses the importance of knowing when to say “no” and why it's best to work with a qualified financial professional during the exciting and often turbulent time when an individual suddenly finds themselves wealthy.
Reserve Your Space for This Year's Knowledge Summit in Boston!
Featuring 20+ dynamic industry professionals, such as:
Peter Lynch
Legendary Fidelity Investments Investor and Market Analyst
Rick Santelli
Peggy Noonan
Author and Former Presidential Speechwriter
(Presidents Ronald Reagan and George H. W. Bush)
Click Here to Download
The Silent Auction Brochure.
Bid Early and Bid Often!
The 2009 Knowledge Summit Silent Auction is online and underway!
This is your opportunity to win exciting prizes, such as:
  • A Trip to the Final Four!
  • The Vacation of a Lifetime
  • Autographed Sports Memorabilia
  • And So Much More!
You can bid online now or in person at the 2009 President's Circle Dinner, if you're in attendance. Just follow this link to our Silent Auction page, follow the simple instructions and let the bidding begin!

Linda Need, CFP®

Senior Vice President,
Bank of America
"New Dynamics in the
Banking Industry"
Here's your chance to experience the wonders of
Alaska and enhance your professional education
at the same time!

Earn CE credits aboard Celebrity Millennium, a jewel of a ship with legendary suites, exceptional food and dedicated service.

Keep October 14, 2009 Open for the
Maurice L. Stewart Leadership Lecture!

Experience the first ever Maurice L. Stewart Leadership Lecture on October 14, 2009 at the Ritz Carlton Hotel in Philadelphia, PA!
Learn from the legend himself, Maurice Stewart, CLU®, ChFC®, CLF®, and his most successful protégé, Phil Richards, CFP®, CLU®, RHU®.

This exciting lecture is presented by Penn Mutual Life Insurance Company and the friends of Maury Stewart.
CASL® Credential Meets State & Federal Regulatory Guidelines
Now that the regulatory guidelines are clear, companies and advisors looking for expertise in senior and retirement issues are all turning to CASL®, the emerging national standard in this specialized field. This is the credential that meets both insurance and securities guidelines across the country.
The American College - 270 South Bryn Mawr Avenue, Bryn Mawr, PA 19010
The marks CASL®, CLU®, CASL®, RHU®, CLF®, & 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.

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)