Jim Petersen

Jim Petersen

PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, ChSNC®, AEP®, CPBC

Dr. Jim Peterson, Adjunct Professor of Ethics at The American College

Adjunct Professor of Ethics

Areas of Expertise:

Annuities, Education Planning Issues, Ethics, Financial Planning, Financial Planning Software & Technology, Insurance Planning, Investments, Leadership, Life Insurance, Long-Term Care Insurance and Planning, Portfolio Management, Retirement Planning, Risk Management

BS, United States Naval Academy
MSFS, The American College of Financial Services
MSM, The American College of Financial Services
PhD, The American College of Financial Services

About

Jim Petersen, PhD, is the Roger Hull/James S. Bingay Chair of Leadership at The American College of Financial Services. He is a seasoned executive with over 38 years of experience in the investment and financial services industries.

Before joining the financial services profession in 1983, Jim was a commissioned officer in the United States Navy, where he served seven years on active duty as a nuclear submariner and retired from the Naval Reserves as a Captain (O-6) with almost 22 years of service. His expertise included many aspects of nuclear propulsion and submarine warfare.

Jim received his Bachelor’s Degree from the United States Naval Academy and Master’s Degrees in Financial Services (MSFS) and Management (MSM) from The American College of Financial Services. On June 1, 2017, Jim became the first financial services manager to be awarded a PhD in Financial and Retirement Planning from The American College.

Jim is a member of Financial Planning Association (FPA), Financial Services Institute (FSI), FINSECA, and the Fort Worth Estate Planning Council. He is Emeritus and a past President of the Alumni Board of The American College, Chairman of The American College Penn Mutual Center for Veterans Affairs (PMCVA), and, previously, a Trustee and Ambassador for the FINSECA Foundation. Jim has extensive training experience and teaches leadership for FINSECA and is certified by the CFP Board to teach the CFP® curriculum.

Courses

GS 807R MSFS Case Study Project (Residency)

GS 831 Ethics and Human Values

GS 940 Dynamic Organizational Leadership

GS 980 Ethics In Leadership