Jim Petersen

Jim Petersen

PhD, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, AEP®

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 Adjunct Professor of ethics at The American College of Financial Services. He is a seasoned executive with over 35 years of experience in the investment and financial services industries.

Before joining the financial services industry in 1983, Petersen 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.

Petersen 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, Petersen became the first financial services manager to be awarded a PhD in Financial and Retirement Planning from The American College.

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

Courses