Financial Education for Securities, Banking, & Insurance Professionals.

Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®

» Director of the CLF Program
» Assistant Professor of Management

Areas Of Expertise:
Agent and Management Training, Leadership, Practice Management, Training and Development

Course Responsibilities:
HS 371 Essentials of Management Development
HS 386 Field Management Seminar
HS 382 Leadership in a Changing World
HS 387 Marketing Management of Financial Services
GS 840 Building and Managing the Financial Advisory Practice
GS 930 Classic and Contemporary Leadership Studies

Gerry Herbison, DBA, ChFC®, CFP®, CASL®, CLF® is currently Assistant Professor of Management Studies and Director of the CLF Program with The American College.  Dr. Herbison spent four years as Vice President of sales at The College before joining The College’s academic division.  Prior to joining The College, Dr. Herbison worked as a Registered Representative, Investment Advisor, and Regional Vice President for AXA.  During his 10-year tenure with the company, Dr. Herbison was honored as an Elite Regional Vice President.
Dr. Herbison has a Bachelor of Science degree from Ithaca College in Corporate Communications with an emphasis in Training Design. He holds CFP Certification. Dr. Herbison earned the following American College designations: Chartered Financial Consultant (ChFC) in 1998, the Chartered Advisor for Senior Living (CASL) in 2005, and the Chartered Leadership Fellow (CLF) in 2010. Dr. Herbison completed the Masters of Science in Management (MSM) degree at The American College in 2008. Additionally, he completed his doctoral degree in Business Administration at Wilmington University in 2013.

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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)