Financial Education for Securities, Banking, & Insurance Professionals.

Craig W. Lemoine, PhD, CFP®

» Associate Professor of Financial Planning
» Jarrett L. Davis Distinguished Professorship in Financial Planning Technology

Areas Of Expertise:
Annuities, Education Planning Issues, Financial Planning, Financial Planning Software & Technology, Insurance Planning (Life Insurance), Investments, Long-Term Care Insurance and Planning, Portfolio Management, Retirement Planning, Risk Management


Dr. Craig Lemoine, CFP®  holds the Davis Distinguished Professor of Financial Planning Technology at The American College. His responsibilities include teaching a number of financial planning and case study courses at the college. Craig has been an Assistant Professor of Financial Planning at the college since 2008.

Since starting his career in 1998 Craig has taken a special interest in the relationship between financial advisers utilizing technology with their clients. He has worked for PIE Technologies as a financial analyst, Lincoln Financial Advisers as a team manager and financial planner. While at Lincoln Craig participated in training insurance agents on utilizing software for estate and retirement purposes, teaching them to look beyond cash flow and into the needs of their clients.

Craig became a CFP® Professional in 2003 after graduating from Texas Tech University in 1998. He has volunteered extensively with the council of examinations since 2006 and became a council member in 2010. He served as Chairman of the Council of Examinations in 2013. Craig completed his doctorate in 2013 studying signaling theory between financial planners and clients.  

 

Craig has previously volunteered with the Financial Planning Association and is a member of the Academy of Financial Services. Craig's research interests include compensation conflicts in financial planning and annuity use with clients. He developed and designed The American College’s case study course as well as a doctoral course in financial planning. He continues to consult with financial service practices in areas of product placement, agent development and financial software applications.

 

In 2011 Craig settled to Havertown, PA where he lives with his lovely wife Liz and two slightly out of control dogs. When not teaching Craig enjoys traveling, cooking and trying to stay fit.



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Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)