CLF®

CLF®

Chartered Leadership Fellow®

Managers become leaders

About CLF®

The Chartered Leadership Fellow® (CLF®) program provides financial services managers with the knowledge and tools they need to achieve key organizational goals, such as recruitment and retention, setting performance standards, and developing business plans. The curriculum features an effective mix of relevant business courses to prepare you for today's leadership challenges and to help you create a culture of success in your organization.


Who should consider the CLF Designation?

The CLF® field manager program is designed for financial services professionals with three years of experience in managerial roles, such as:

  • Regional Vice Presidents
  • Managing Partners
  • Regional and District Managers
  • Field Managers
  • Managing Directors
  • Sales Managers

This CLF® field track is focused on delivering proven methods and practical applications for field leaders. You will explore the best practices for recruiting and retaining performers, developing effective business plans, setting performance expectations/objectives, and improving firm performance.

The CLF® office program is designed for home office supervisors or managers with three to five years of experience or agency office managers who seek more in-depth managerial and leadership knowledge and skills.

Individuals who pursue the office CLF® track will learn theory and best practices for: leadership development, interpersonal relationships, problem solving, human resource management, employee recruitment, and current issues within the insurance and financial services profession.

Details

There are a total of six courses in the program. The first five courses can be taken in any order. The capstone course (HS 388) must be taken last. If you have completed all but your last self-study course and are enrolled in that course, you may enroll for the capstone course.

Leadership in a Changing World (HS 382)
Presents basic leadership concepts and the essentials that every effective leader practices. Examines core leadership behaviors and the results of applying them. Explores the leader’s role in creating, inspiring and maintaining an ethical climate.

Interpersonal Relationships in the Workplace (HS 383)
Helps managers enhance interactions with others by understanding basic concepts of interpersonal relationships in work organizations. Uses a human relations model and case studies to illustrate concepts, skills and techniques. Discusses topics such as understanding informal organization, productivity, quality improvement, job redesign, performance appraisal, employee rewards, managing conflict and change and dealing with difficult people. (May be taken for graduate credit; contact Graduate Administration for applicability.)

Creative Problem-Solving & Strategic Planning (HS 384)
Improves the manager’s ability to solve problems creatively using both analytical and intuitive means. Provides an in-depth understanding of the strategic planning process, along with readings that demonstrate the application of strategic planning concepts.

Marketing Management of Financial Services (HS 387)
Covers the essentials of marketing management, including planning and tactical considerations and a variety of functional areas. While taking a mainstream marketing management approach, also includes thought-provoking issues in life insurance and financial services.

Human Resource Management (HS 389)
Approaches human resource management as a strategic element in every organization. Covers all aspects, including legal issues, job analysis, recruiting and selection, performance management and career development, compensation and pay for performance, safety and health and employee relations.

Leading in the Office Environment (HS 388)
This capstone course focuses on the critical need to help today's managers become tomorrow's leaders. It integrates tools and techniques from previous CLF® courses to help managers analyze their current operations, create a customized organization and develop implementation plans. The course is delivered as a self-study case review.

 

There are a total of seven courses in the program. These courses can be taken in any order, except for Leading the Marketing Organization of the Future (HS 385), which is a live, four-day residency. This capstone course is taken last.
 

Students must complete one of the following classes:
Professional Patterns of Management (HS 381)
Local Delivery by Kinder Brothers A video-based-learning, moderator-driven field management program that covers vision, recruiting and selection, training and supervision, personal development, goal setting, and business planning. For tuition and other information, contact Kinder Brothers, 800-372-7110.

Essentials of Management Development (HS 371)
Local Delivery by GAMA A video-based-learning, moderator-driven field management program that covers vision, recruiting and selection, training and supervision, personal development, goal setting and business planning. For tuition and other information, contact GAMA International, 800-345-2687.

Integrated Leadership Practices (HS 381)
Live, Online Delivery by The American College of Financial Services This field leadership course presents a new approach to the Agency Management Training Course (AMTC). This course focuses on the application of the latest information regarding the role of a field leader. It will discuss the understanding and impact of diversity (age, gender, culture) and new technology. This is a perfect opportunity for people new to field management and serves as a preliminary course for The College's Chartered Leadership Fellow® (CLF®) designation program.
 

Students must complete one of the following two classes:
Field Leadership Series Workshops (HS 372)
Local Delivery by GAMA One-to two-day seminars that focus on critical issues facing field managers today, such as leadership, productivity, recruiting, and marketing. For tuition and other information, contact GAMA International, 800-345-2687.

Practice Management Concepts - Agency Managers (HS 373)
An in depth analysis of proven practices for field leaders in the financial services industry. A practical, day-to-day approach to leadership, sales psychology, and business strategy. Focuses on the need for critical results in a fast-paced world. 


Students must complete all of the following classes:
Leadership in a Changing World (HS 382)
Presents basic leadership concepts and the essentials that every effective leader practices. Examines core leadership behaviors and the results of applying them. Explores the leader’s role in creating, inspiring and maintaining an ethical climate.

Interpersonal Relationships in the Workplace (HS 383)
Helps managers enhance interactions with others by understanding basic concepts of interpersonal relationships in work organizations. Uses a human relations model and case studies to illustrate concepts, skills and techniques. Discusses topics such as understanding informal organization, productivity, quality improvement, job redesign, performance appraisal, employee rewards, managing conflict and change and dealing with difficult people. (May be taken for graduate credit; contact Graduate Administration for applicability.)

Creative Problem-Solving & Strategic Planning (HS 384)
Improves the manager’s ability to solve problems creatively using both analytical and intuitive means. Provides an in-depth understanding of the strategic planning process, along with readings that demonstrate the application of strategic planning concepts.

Field Management Practices (HS 386)
A topical program delivered online live or recorded, with a focus on current issues critical to a field manager’s success and performance. For tuition and other information, contact CLF® Administration, phone: 610-526-1335; fax: 610-526-1359.

Leading the Marketing Organization of the Future (HS 385)
HS 385 is a four-day residency course.

CLF Field Capstone 2016 Schedule:
September 12-15, 2016 | Bryn Mawr, Pa.

These courses can be taken in any order, except for HS 385 Capstone (live, four-day residency), which must be taken last.

*IMPORTANT NOTE: HS 371, HS 372, HS 381, HS 385 and HS 386 have special tuition and other costs and course delivery locations. For more information on HS 371 and HS 372, contact GAMA International at 800-345-2687.

CLF® Field
Tuition: $850 (per course)
HS 386 Tuition: $400
Capstone Tuition: $2,000
Retake/Reschedule: $125

CLF® Office
Tuition: $850 (per course)
Capstone Tuition (HS 388): $850
Retake/Reschedule: $125

Tuition includes all required study materials, access to convenient online learning tools, and your examination. Supplementary study materials are also available for an additional cost.

On Your Time: Self Study
The American College of Financial Services offers Chartered Leadership Fellow (CLF®) students a self-study option. This method of study is known throughout the financial services industry for flexibility and strong results. First, choose the CLF® course in which you would like to enroll. These are college-level courses, and they require work and preparation to complete successfully. Most students allow about 40 hours of work to finish a course.

All the study material you need is included. Shortly after you register for your course, you will receive your textbooks and study material in the mail. You will be able to login to the online learning center, Blackboard, which will also give you access to a variety of library resources.
All of the CLF® self-study exams are short answer essay, and can be found on Blackboard. You will write your exam as you go through the books, articles and study guide, and then submit completed exams by email. You will receive an email notification of your grade as well as an official grade report in the mail. We recommend that you sign up for your next course quickly. Our most successful students leverage their success by moving from one course straight into the next requirement. 


Live Webinar Classes: Enhanced Online Learning
For select courses, a live, interactive webinar study option is available. Students attend scheduled classes online, and ask questions in real-time. Sessions are lead by College faculty members or approved and trained adjunct faculty members. The webinar format is ideal for students who benefit from a track to run on and/or a more familiar interactive classroom experience. The interactive classes are held on a company specific basis. The ideal group size is 14-22 students. If there is interest in setting up a company group, please contact the CLF® Coordinator at 610-526-1335.

Group Study
If fewer than 14 students would like to have an interactive experience, group study is available. Groups can be between two and six students, working in groups of two or three to complete a group exam. This option provides the added benefit of rich discussion with your fellow students. Small groups will be provided with instructions and additional support materials to self-direct the process. The CLF® team supports groups by providing an instructional call with all members. If there is interest in setting up a small group, please contact the CLF® Coordinator at 610-526-1335.

Program Completion Requirements
To receive the CLF® designation, you must successfully complete all courses in your selected program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures.

To ensure its alumni stay continually updated on what is happening in their profession, The American College of Financial Services requires those who hold certain designations to meet professional recertification requirements.

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