August 2014 Connections Newsletter

Issue #0814  
The American College of Financial Services<sup>®</sup> Connections

The State Farm Center for Women & Financial Services Names Its Chair
  The American College proudly announces the appointment of Jocelyn D. Wright, MBA, CFP® as the new Director and Chair of the State Farm Center for Women & Financial Services. Jocelyn will function as The Center’s director and chief ambassador in leveraging research and education to create awareness around the challenges and opportunities that pertain to women and financial services. Jocelyn is also responsible for the FA 204: Marketing Financial Services to Women course, contributing material on women’s issues for other courses offered at The American College, and planning the annual Women’s Leadership Academy Summit.

The State Farm Center for Women & Financial Services was created in 2011, thanks to a generous donation from State Farm Insurance®. The Center is the first and only academic entity dedicated exclusively to the study of women and financial services and strives to become the nation’s leading authority on the economic issues and opportunities of American women both as providers and consumers of financial products and services.

Jocelyn has the challenging yet rewarding task of taking The Center’s mission to the next level. To read more about this new appointment and also about Jocelyn’s thoughts on the unique challenges women face today, visit: The American College - Jocelyn D. Wright.

Admiral Joe Prueher: The American College Inaugural Soldier-Citizen Award Winner

Joseph W. Prueher The American College and The Penn Mutual Center for Veterans Affairs is proud to honor Admiral Joseph Prueher’s lifetime of success and service by awarding him the 2014 Soldier-Citizen Award. The award was created to recognize extraordinary individuals who have served honorably in the United States military, achieved success in the financial services industry and who have selflessly given back to society and their community, improving conditions for those following them. Admiral Prueher is the first individual awarded this honor in the College’s history.

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Analyst Success: The new way to prepare for your CFA<sup>®</sup> exams.
  The American College introduced its Analyst Success program in 2013 with their Level I CFA® exam prep program and plans to expand their offerings in 2014. The Level II part of the program becomes available to CFA candidates in the fall of 2014, while Level III will be released in January of 2015. Everyone on the Analyst Success team is excited to offer candidates study prep programs for all three exams, and invite those interested to experience the program themselves:  
  The American College continues to be one of the top providers of CFP® Certification education. Out of hundreds of available programs, The College's CFP® Certification education is a leading choice because of the excellent pass rates our students receive on the CFP Board's comprehensive exam.

The pass rates were recently announced from the latest exam session in March and The College continues to provide superior education for students wishing to earn their CFP® designation.
Students preparing for the CFP Board’s exam with The American College have an 18.4% advantage as compared with the average pass rates of all other approved programs (that represents a pass rate that is 11.3 percentage points higher). The difference is significant, and that’s why students interested in mastering the CFP® material continue to seek out programs offered from The American College.  
  ChFC: Advanced Planning, For every person, every need.  
  The American College is proud to introduce new elements to the ChFC® designation's curriculum to address the concerns of today’s client. In addition to covering all of the fundamentals of advanced financial planning, the former elective course choices have been replaced with two new applications courses. This change only applies to new students enrolling after July 1, 2014 and includes content on: Behavioral Finance, Special Needs Planning, Small Business Planning, Financial Planning for clients in the LGBT Community, Financial Planning for Divorce, and much more!

To learn more and watch a webcast featuring Dr. Craig Lemoine, CFP® discussing the changing landscape in America today and how The American College is redefining their ChFC® curriculum to help advisors all across the country serve the evolving American demographic, visit:
Alumni Association Tour 2014: Detroit Live - Sponsored by Pacific Life

The American College 2014: Alumni Association Tour

Alumni LIVE events are always highly rated amongst attendees and are one of the many benefits offered to alumni. Please join The American College and the industry's top thought leaders in Detroit, MI, on the next stop of the alumni LIVE tour, as they share the latest developments in the industry, product innovations, and regulatory updates. The speakers at these events are some of the most highly regarded in the industry, and The American College is bringing them all under one roof for this exciting event.

Don't miss out on this great opportunity to connect with The American College, receive CE credit, and network with other financial professionals!

Detroit Live is being held at The Westin Book Cadillac Detroit, 1114 Washington Boulevard, Detroit, MI, 48226 on Thursday, September 11th, 2014, from 10:00am – 2:00pm. For more information, please call Alumni Relations at 610-526-1477. Cost is $35 per seat or $350 for a table of 12. Registration includes lunch.

To see some highlights of our live events, watch our video: Alumni Live Events.
The Wealth Channel: Life Insurance Product Trends 
for the Ultra-Affluent Market
  M Financial’s Wayne Tonning contributed a fascinating article to the Spring 2014 issue of The Wealth Channel Magazine where he addresses what’s hot and what’s not in life insurance for the ultra-wealthy. Tonning presents a comprehensive view of current insurance sales trends by product type with a brief assessment of factors that determine the relative success of those offerings in the ultra-wealthy market. Read The Article.  
News & Events

Alumnus of The Month

John C. Watson

John C. Watson III

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In The News

InvestmentNews – Advisers Seek Balance Between Client Service and Automation

Financial Planning – American College Redesigns ChFC Designation

Financial Advisor – The American College Tweaks Coursework To Reflect Modern Family

Upcoming Events Sponsored by The American College

CAAFP Conference: Tuesday, August 12th–13th, 2014

Clambake: Sunday, August 17th–18th, 2014

Detroit Live: Thursday, September 11th, 2014

Alumni Travel–Learn Cruise: October 6-16, 2014

Presidents Dinner: Friday, December 5th, 2014


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