RICP CLU. ChFC CFP WMCP FSCP. Practical academics for professional advancement. CHARTERED LIFE UNDERWRITER RETIREMENT INCOME CERTIFIED PROFESSIONAL

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1 Guide to Programs

2 Practical academics for professional advancement. ICP TIMNT INCOM CTIFID POFSSIONAL Clients for life. 3 COUSS In today s changing environment, the need for current, effective retirement income planning is greater than ever. Distinguish yourself with the ICP, and provide meaningful and sustained value to your clients in their retirement years. ChFC CHATD FINANCIAL CONSULTANT Comprehensive, applied. 8 COUSS Advanced planning for every person, every need. The comprehensive ChFC designation provides critical training on the financial planning skills advisors need to serve the ever-evolving American demographic. Comprised of eight college-level courses, the ChFC curriculum addresses all aspects of financial planning, with a special focus on practical applications based on real-world case studies. WMCP WALTH MANAGMNT CTIFID POFSSIONAL The modern way to manage wealth. ONLIN LANING POGAM The WMCP delivers an advanced specialization in personal wealth management unlike any other professional credential available today. Moving beyond simple investment management, the WMCP helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships. CLU CHATD LIF UNDWIT Security, stewardship. 8 COUSS Launched in 1927, the CLU is the insurance profession s oldest standard of excellence. Today, it continues to be the premier designation for insurance professionals who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU has earned a distinguished reputation backed by security and stewardship. CFP CTIFID FINANCIAL PLANN CTIFICATION DUCATION igor, results. 7 COUSS Know what you need to succeed on the CFP exam, and apply what you learn to your practice as you study. The seven-course curriculum not only meets the learning objectives defined by the CFP Board, coursework is designed to provide you with a deep understanding of key concepts. Courses are revised often to ensure up-to-date accuracy and consistent alignment with the CFP Board exam. FSCP FINANCIAL SVICS CTIFID POFSSIONAL Functional, foundational. 7 COUSS The FSCP program covers all of the essential skills to successfully launch your career as a financial services professional or to grow your practice by marketing new products and services. Gain the practical knowledge and skills you need to establish a successful, ethical practice.

3 Graduate programs. CLF CHATD LADSHIP FLLOW Managers become leaders. OFFIC: 7 COUSS FILD: 6 COUSS The CLF program provides you with the knowledge needed to achieve key organizational goals, such as recruiting and retaining top performers, developing business plans, and motivating others. The CLF holds two tracks: field and office. ach covers practical applications with seminar-based programs. CAP CHATD ADVISO IN PHILANTHOPY A higher level of service to your clients, and community. 3 COUSS The CAP provides you with the knowledge and tools you need to help clients reach both financial and philanthropic goals. A graduatelevel program, CAP courses also count as credits toward the prestigious MSFS degree. MSFS MAST OF SCINC IN FINANCIAL SVICS The science of planning. 12 COUSS The MSFS provides comprehensive tools to help you analyze, plan, and implement integrated strategies in financial planning. The program combines convenient distance learning with faculty and peer interaction, helping you gain entry to advanced markets, corporate clients, and larger cases. The MSFS program includes two required residencies. MSM MAST OF SCINC IN MANAGMNT With a specialization in leadership. 10 COUSS The MSM offers you the opportunity to refine and deepen your essential leader ship skills in such areas as managing group behavior, strategic leadership and influence, and organizational and crisis communication. The MSM is an accredited one-year program that combines two one-week residencies and online distance learning in a program for executives on an accelerated career path. SOLOMON S. HUBN, FOUND

4 COUS LIST FO DSIGNATION AND DG POGAMS CLU ChFC CFP ICP FSCP ChSNC CLF OFFIC CLF FILD CAP COUSS NUMB OF COUSS HS 300 Financial Planning: Process and nvironment HS 311 Fundamentals of Insurance Planning HS 321 Income Taxation HS 323 Individual Life Insurance HS 324 Life Insurance Law HS 326 Planning for etirement Needs HS 328 Investments HS 330 Fundamentals of state Planning HS 331 Planning for Business Owners and Professionals HS 333 Personal Financial Planning: Comprehensive Case Analysis HS 334 state Planning Applications HS 347 Contemporary Applications in Financial Planning HS 353 etirement Income Process, Strategies and Solutions HS 354 Sources of etirement Income HS 355 Managing the etirement Plan HS 381 Integrated Leadership Practices SLCT ON HS 371 HS 381 ssentials of Management Development (GAMA) Professional Patterns of Management (Kinder Brothers) SLCT ON HS 372 HS 373 Leading Practices Seminar (GAMA) Practice Management Concepts for Agency Managers HS 375 Introduction to Disability HS 376 Legal and Financial Issues for Special Needs Families HS 377 Financial Planning for Special Needs Families HS 382 Leadership in a Changing World HS 383 Interpersonal elationships in the Workplace HS 384 Creative Problem-Solving and the Strategic Planning Process HS 385 Leading the Marketing Organization of the Future (Capstone) HS 386 Field Management Seminar HS 387 Marketing Management of Financial Services HS 388 Leading in the Office nvironment (Capstone) HS 389 Human esource Management GS 839 Planning for Impact in the Context of Family Wealth GS 849 Charitable Giving Strategies GS 859 Gift Planning in a Nonprofit Context FA 200 Techniques for Prospecting: Prospect or Perish FA 201 Techniques for xploring Personal Markets FA 202 Techniques for Meeting Client Needs FA 204 Marketing Financial Services to Women FA 222 ssentials of Multiline Insurance Products FA 251 ssentials of Business Insurance FA 257 ssentials of Life Insurance Products FA 261 Foundations of etirement Planning FA 271 Foundations of state Planning FA 290 thics for the Financial Services Professional FP 99 Certification xam If you are a CFP in good standing, or you have successfully completed the seven CFP courses, you can earn ChFC by completing HS 347. : QUID : LCTIV THAMICANCOLLG.DU 270 S. Bryn Mawr Avenue, Bryn Mawr, PA AS OF AUGUST 2018

5 WMCP WALTH MANAGMNT CTIFID POFSSIONAL AS OF AUGUST 2018 equired curriculum: The WMCP is not a series of courses, but rather one comprehensive course customized to meet a learner s individual needs. Upon completion of the program, the student should be able to: 1. mploy a goal-based process for planning and managing client wealth. 2. Create an efficient investment portfolio. 3. valuate financial instruments. 4. Assemble a wealth management strategy. 5. Provide solutions for complex wealth management needs. The curriculum is addressed in four main categories: 1. Investment Theory 2. Investment Tools 3. Investment Accounts 4. Application & Strategies COUS LIST FO GADUAT POGAMS MSFS MAST OF SCINC IN FINANCIAL SVICS COUSS GS 811 GS 814 GS 815 GS 817 GS 842 Security Analysis and Portfolio Management Qualified etirement Plans Advanced state Planning Personal Tax Planning xecutive Compensation SIDNCY I (2 TAKN TOGTH IN A ON WK POGAM ON CAMPUS) GS 803 GS 831 GS 869 Financial Statements and Business Valuation Analysis thics and Human Values Legacy Planning eimagined SIDNCY II (2 TAKN TOGTH IN A ON WK POGAM ON CAMPUS) GS 807 GS 808 MSFS Case Study Project Issues in Advanced etirement Planning GNAL TIMNT PLANNING LGACY PLANNING CHOOS 3 GS 838 GS 839 GS 849 GS 859 GS 840 Business Succession Planning Planning for Philanthropic Impact in the Context of Family Wealth Charitable Strategies Gift Planning in a Nonprofit Context Building and Managing Financial Advisory Practice P-QUISIT arn a CAP designation in Philanthropy by taking these three elective courses. HS 353 HS 354 HS 355 etirement Income Process, Strategies & Solutions Sources of etirement Income Managing the etirement Income Plan arn an ICP designation by taking these three courses. Note: The three ICP courses (HS 353, HS 354, HS 355) will transfer into the Graduate School upon successful completion of GS 808 with a grade of B or better. MSM MAST OF SCINC IN MANAGMNT MSM COUSS 10 GS 900 GS 910 GS 920 GS 930 GS 940 GS 950 GS 960 GS 970 GS 980 GS 990 Communications and Leadership Leadership Development xperience Personal and Interpersonal Leadership Skills Classic and Contemporary Leadership Studies Dynamic Organizational Leadership Law, Compliance, Benefits and Social esponsibility Leading Strategy Development Decision Making Leadership Skills thics in Leadership Management by Leadership

6 I have to say that what I learned from the staff and students at The American College was immeasurable. It has helped me progress my professional career and made me a better advisor. ICHAD LAMANNO Financial education for today. With a unique, and unwavering, commitment to Practical Academics Pracademics and real-world results, The American College of Financial Services offers driven financial STUDNTS HAV COM TO TH COLLG SINC services professionals one of the most valuable, and most valued, educations available. The College is distinguished by resources of the highest quality, innovation in program delivery and design, and results that create sustainable career advantages. As a nonprofit, accredited education institution, our courses are researched and written by a faculty of the nation s top thought leaders in financial services. Our goal is to acquire the tools for success. to ensure that our students are viewed by clients and peers as the best and brightest in their fields. Learn more and enroll today CALL O VISIT THAMICANCOLLG.DU MKT00109