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» October 2013

December 2012 Connections: The DNA of the Financial Services Industry | Brought to you by The American College

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The American College - Connections: Inside The DNA of Financial Services
October 2013

Introducing: Financial Services Certified Professional™
The Evolution of Training for Today's Successful Advisor

As a new or experienced financial professional, there's material in the FSCP™ program that will help grow your practice. Within the curriculum, you can choose the path that makes the most sense for you professionally. You can study your way — live or online classes or self-paced modules. FSCP™ offers new content on everything from the planning process and prospecting techniques to product education, use of social media, healthcare reform, divorce planning,
and more.

For more information, please visit us online at: or call an advisor at: 888-263-7265.

Now Available!
The Chartered Special Needs Consultant™ (ChSNC™ )

The American College is proud to add ChSNC™ to our outstanding line-up of designations and advanced degrees. The Chartered Special Needs Consultant™ (ChSNC™ ) designation gives advisors the technical and collaborative skills to help their clients who have loved ones with special needs. The program contains three courses – two self-study and one capstone webinar. Those using this designation with the public will also need to have demonstrated expertise in fundamental planning concepts by also holding a CLU®, ChFC®, CFP® Certification or Master of Science in Financial Services (MSFS).

Take advantage of our introductory price only valid through December 31st, 2013.

Register Now

Earn Your Certificate in Financial and Emotional Issues of Separation and Divorce

Financial and Emotional Issues of Separation and DivorceSettling assets during a separation or divorce can be frustrating for both you and your client. The emotional and financial repercussions of a divorce are areas every advisor should master. This combination of written guidelines and video-based learning totals 10–15 hours of study. Click below to register or to learn more about this informative certificate program.

Register Now

Announcing A New Weekly Blog on Retirement Research

Avid blogger and American College professor, Wade Pfau, Ph.D., CFA®, will now be posting a weekly video on His latest installment explores the notion that over a long time, horizon investors may be better off with a higher percentage of their assets in stocks.

Click below to watch this informative video:

Analyst Success

Analyst Success: The Simply More Effective Way to Prepare for Your CFA® Exams.

Analyst Success delivers your own personalized dashboard to help track your progress and focus your study time. We've custom designed an experience to make sure you're ready for your
CFA® exam.

Level I Packages for June, 2014 Exam Cycle Now Available.
Hurry, pre-release pricing ends soon!


Knowledge Summit 2013  

The American College 2013 Knowledge Summit—The Biggest One Yet!

There’s a reason that over 1900 people have registered for this year’s Knowledge Summit and Commencement—we've put together an excellent line-up of speakers, top-notch CE credits in the best, most exciting hotel the Las Vegas strip has to offer.

Join us at Caesars Palace, November 20-22nd for the industry’s premier educational event.

Presentations include:

  • Olympic Decathlon Gold Medalist Bruce Jenner, on "Staying Competitive in Business and Life"
  • Pulitzer Prize–winning Journalist and America’s Leading Political Columnist, George Will, on "The Political Argument Today"
  • State Farm Executive Vice President and Chief Agency, Sales and Marketing Officer, Rand Harbert, CLU® will sit down with President of The American College, Dr. Larry Barton, CAP® on "How Does State Farm Do It?"
Don’t miss what’s shaping up to be the biggest event in college history.

Register Now

Phil Harriman

Alumnus of the Month – Oct. 2013
Philip E. Harriman CLU®, ChFC®

For over thirty years, Phil Harriman has worked with family-held and nonprofit businesses in the areas of retirement planning, business continuation arrangements and estate planning.

Nova Scotia

Alumni Travel-Learn Cruise 2014
New England, Nova Scotia, Quebec

10 Nights, October 6-16
Silversea's Silver Whisper

The 18th American College Alumni Cruise will set sail in the fall of 2014 for the spectacular beauty of New England, Nova Scotia and Quebec. It's a rare treat aboard a five-star luxury liner to view parts of your world that are close to home, yet a world away. For more information, or to register visit The Alumni Association website.

The Accessory Every
Well-Dressed Advisor Needs

Your closet may contain labels like Prada, Armani or Hugo Boss — but does it include a gold lapel pin that’s recognized by all successful financial services professionals?

The must-have accessory for well-dressed advisors is the President’s Circle pin, which is a benefit of membership in The American College’s prestigious President’s Circle. Simply make a gift of $1,500 or a gift of $750 plus a matching gift from your firm to The American College to secure your membership in this distinguished society and receive your pin.

Your donation truly helps us to maintain the highest standards in education and professional development. By supporting The College, you invest in world-class teaching, fund groundbreaking research, encourage the education of new advisors, and strengthen the financial services profession.

Be well-dressed and join the President’s Circle!

Visit to learn how to become a member.

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.

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.

Copyright © 2013 The American College
Our address is 270 S. Bryn Mawr Ave, Bryn Mawr, PA, 19010-2196

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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)