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» September 2013 Connections

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
September 2013

Analyst Success
Analyst Success

Analyst Success is the simply more effective exam prep choice for CFA® candidates. The program includes: printed workbook and online eBook, interactive video solutions, personal mentors and class instruction all designed to help CFA® candidates succeed.

The Analyst Success program includes:

  • Self-guided and Instructor-led packages available
  • Individual dashboard to track your progress
  • Discussion forum and access to instructors for your questions

Learn more and sign up for Level I packages for the June, 2014 exam cycle now at a 20% pre-release discount through November 3rd. Visit today, or call an educational counselor at: 888-292-8777.

New Research from the Northwestern Mutual Granum Center for Financial Security
Media Puff or Real Stuff: Social Media Insights (Based on Real Data!) for Financial Professionals

Media Puff or Real StuffThe advisor of today has many avenues to explore in the realm of social media. As their in-boxes are flooded with new social media webcasts, blogs, and YouTube videos on ways to become expert in this space, it has become increasingly important to understand how social media can be used in a way that is genuine, compliant and attractive to consumers - if it should be used at all. Before jumping headlong into the social media sphere, advisors are asking questions like: Can social media build referrals? Do clients shop for advisors in the social media marketplace? Should it be a top marketing strategy? If so, where do I start?

In response to their plea for more and better information, The Northwestern Mutual Granum Center at The American College recently conducted original, objective research to shed light on emerging trends in social media. Click below to learn more on their findings, or to download the entire complimentary whitepaper.

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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

The 2013 Knowledge Summit—The Biggest One Yet!

Close to 1,800 people have registered for The American College's Knowledge Summit – are you one of them? If you haven't yet registered, there’s still time for you to be a part of the biggest industry educational event of the year! From November 20-22nd, The College is bringing speakers together from all facets of the industry and beyond. Our can’t-miss presentations include:

Faris Committing Fraud, Accepting Responsibility, and Going to Prison: One Person's Story
Mark Faris, President of MPV Ethics, LLC, will recount the decisions he made that landed him in a federal prison camp for 10 months, and the profound lessons he learned from the experience.
Sal Giunta

Uncommon Valor: The Importance of Teamwork, Sacrifice and Leadership
Sergeant Sal Giunta's actions in the Korengal Valley of Afghanistan, while under Taliban fire, were integral to his team's survival and led to his selection as the first living Medal of Honor Recipient since the Vietnam War.


Staying Competitive in Business and Life
Join us as Olympic decathlon Gold Medalist Bruce Jenner inspires and motivates, as well as discusses his past selling life insurance.

Along with these great presentations, we'll have topical CE sessions and engaging extras!

Click below to register for the Knowledge Summit.

Register Now

From the New York Life Center for Retirement Income at The American College: New Website with Free Online Video Library

The American College offers an important free resource, the video library available at the newly redesigned New York Life Center for Retirement Income website. The site has more than 250 video interviews with the nation's leading experts in the field, covering more than 40 topics relevant to the advisor—and new content is added every week. Below are some examples of what you will find.

In the video interview below, Tom Hegna discusses the uses of life insurance in retirement income planning:

Interview with Tom Hegna

In the interview below, Professor Wade Pfau talks about calculating a safe withdrawal rate under current market conditions.

Interview with Tom Hegna

If you have visited the website before, the revised site has enhanced search features, the ability to share or embed videos, and the addition of several new pages, including a news section, a page for those advisors new to retirement income planning, and a comprehensive resource guide.

Matthew Swarbrick Alumna of The Month
September 2013

The Alumna of the Month for September 2013 is Glenda Beach, JD, ChFC®, CLU®. Click below to read more about her experience and impact on her industry:

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—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:

Register Now

Your Gifts Help In Many Ways: Support Your College!

The American College of Financial Services is a greater resource today than ever before with a first-of-its-kind Ph.D. program, new designations in healthcare and retirement planning, and four new Centers of Academic Excellence. Each of us can support The College's tremendous programs and faculty with convenient giving options.

  1. Over the phone—When a college representative calls you about making a gift, they can customize your donation in a way that works for you. You can give over several months. You can use your credit card. You can receive mailed reminders. Or you can always contact us to make your gift by calling 610-526-1323.
  2. Online—You can make a gift immediately and directly through our secure website You can also save your online gift for “Giving Tuesday” on December 3, 2013. Just like Black Friday has become famous for kicking off the holiday shopping season, "Giving Tuesday" is a national effort to help charities raise money online the Tuesday after Thanksgiving.
  3. Mail—Simply complete the reply card with a gift that works best for you. Don't forget to complete the matching gift option if your firm offers such a program. If you are unsure, check your company's name at:

    Remember, matching funds count toward your placement in prestigious giving societies like the President's Circle, the Chairman's Council, the Huebner Society, or the 1927 Society.

Most importantly, you should know that your support truly helps us to maintain the highest standards in education and professional development.

The Wealth Channel™ - All Business. No Static. - Take The Tour!

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 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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