Financial Education for Securities, Banking, & Insurance Professionals.

Gerald J. Herbison, MSM, 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, CFP®, ChFC®, CASL®, CLF®is currently Assistant Professor of Management and Director of the CLF®program with The American College. Mr. Herbison has spent 4 years as VP of Sales at The College before joining The College's academic division. Prior to joining The College, Mr. Herbison worked as a Registered Representative and Investment Advisor for AXA. During his 10-year tenure with the company, Mr. Herbison was honored as an Elite Regional Vice President.

Mr. Herbison has a Bachelor of Science degree from Ithaca College in Corporate Communications with an emphasis in Training Design. He has also completed coursework for a Master's of Education in Training Design and Development from Penn State University. Mr. Herbison completed the CFP®Certification Educational Curriculum and the Chartered Financial Consultant®(ChFC®) professional designation from The American College in 1998, the Chartered Advisor for Senior Living®(CASL®) in 2005, and the Chartered Leadership Fellow®(CLF®) in 2010. Mr. Herbison also completed the Master's of Science in Management (MSM) degree at The American College in 2009. Mr. Herbison is currently a doctoral student at Wilmington University, studying Organizational Development.

He has been involved with numerous community organizations. He has served on the Board of the Children's Aid Society of Norristown; the Finance Committee of the United Way in Allentown, Bethlehem, and Easton; and has helped oversee the finances of United Way of Southeastern Pennsylvania's (UWSEPA) Community Development Fund.


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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)