Financial Education for Securities, Banking, & Insurance Professionals.

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  • Julie Anne Ragatz joined the Center for Ethics in Financial Services at The American College in 2006 as a doctoral fellow. In 2008, Ms. Ragatz received Masters of Arts degree in Social and Political Philosophy from Marquette University in Milwaukee, WI. She is currently finishing her Ph.D. in Philosophy at Temple University in Philadelphia, PA where she specializes in ethical theory and focuses specifically on ethical issues in the financial services industry.

    Ms. Ragatz has taught several courses in ethical theory and business ethics at universities including: Saint Thomas University, Marquette University, Villanova University and Saint Joseph’s University. In 2008, Ms. Ragatz designed and implemented, “Ethical Issues in the Accounting Environment” for the Masters of Accounting Program at Villanova University. She has also taught business ethics courses for the MBA and EMBA programs at Saint Joseph’s University. She teaches regularly at The American College.

    Ms. Ragatz has published numerous articles and book chapters on ethical theory and business ethics. With Ronald Duska, she completed Ethics for the Financial Services Professional, published by The American College Press in 2007. Her second book, also written with Ronald Duska, Accounting Ethics will be published as a 2nd edition by Wiley/Blackwell Press in 2010.
  • Ms. Ragatz has published numerous articles and book chapters on ethical theory and business ethics. With Ronald Duska, she completed Ethics for the Financial Services Professional, published by The American College Press in 2007. Her second book, also written with Ronald Duska, Accounting Ethics will be published as a 2nd edition by Wiley/Blackwell Press in 2010.
  • Course Responsibilities:
    FA 290 Ethics for the Financial Services Professional
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)