Financial Education for Securities, Banking, & Insurance Professionals.

Philip Cubeta, CAP®, ChFC®, CLU®

» Sallie B. and William B. Wallace Chair in Philanthropy
» Assistant Professor of Philanthropy

Areas Of Expertise:
Charitable Giving


Course Responsibilities:
GS 839 Planning for Impact in the Context of Family Wealth
GS 849 Charitable Strategies
GS 859 Gift Planning in a Nonprofit Content

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, MSFS, CAP® is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.

Prior to joining The American College, Phil worked for New York Life Insurance Company in a variety of roles in training, instructional design, financial planning, and advanced underwriting. From 1991 to 1993, he headed up New York Life's Charitable Giving Network of Agents. From 1995 to 2008, he served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.

Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil.

Phil served for 10 years on the Education Committee of the Dallas Social Venture Partners and is a Past-President of the Dallas Council of Partnership for Philanthropic Planning (formerly NCPG). He is on the Board of Interfaith Worker Justice and on the Professional Advisory Committee for Inspired Legacies. Phil also serves on the board of Advisors in Philanthropy. Essays by Phil on philanthropy have appeared in Tracy Gary's Inspired Legacies, Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy (Wiley and Sons: 2008); H. Peter Karoff, The World We Want: New Dimensions in Philanthropy and Social Change (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). Phil has been quoted, or been the subject of articles, in The New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times.


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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)