Announcing a Smarter Way to Study for Your CFA® Exams!


The American College - Connections: Inside The DNA of Financial Services
August 2013  

Analyst Success

Announcing a Smarter Way to Study for Your CFA® Exams!

Investment and financial professionals now have a new way to prepare for their CFA® exams. The American College of Financial Services is launching, a fully integrated learning platform for CFA® candidates on September 9th. Special pre-purchase pricing will be available then for candidates preparing for their June, 2014 Level I exams.

The Analyst Success program includes extensive study guides, question banks, and video-based answers for application exercises combined with a new technology platform that tracks student progress. For those who want online classes, both video instruction and live virtual classes are available. Following the launch of Level I materials this fall, resources for Levels II and III will be released in the fall of 2014.

To learn more and sign up for program updates, visit today or call an educational counselor at: 888-292-8777.


Divorce Planning

The American College announces a new Certificate in Financial and Emotional Issues of Separation and Divorce

Settling assets during a separation or divorce can be frustrating for both you and your client. The emotional and financial repercussions of a divorce are areas every advisor should master. This combination of written guidelines and video-based learning totals 10 — 15 hours of study. To learn more about this informative certificate program or to register, visit:


Register Now




RICP® Designation Breaking Registration Records

Thousands of registrations for RICP® courses in just the first year of the mark make it one of the fastest growing designations in financial services. These three video-driven courses are all available in a single package, and program director Dave Littell, Director of the New York Life Center for Retirement, constantly strives to keep our RICP® curriculum current. One interesting development in this area is the managed payout fund. These are generally open-ended mutual funds offered by mutual fund companies designed to support a specified periodic withdrawal.

John Ameriks of Vanguard

In the video above, John Ameriks of Vanguard, describes some of the funds currently available and how they work. What’s new about these funds is that they have been designed with a range of objectives, payout rates, and other features which illustrate many of the trade-offs involved with retirement income strategies.

Another recent product offering that has begun to take off is the deferred income annuity. Sales of these products recently hit one billion dollars. This is a fixed annuity payment that begins at a later date. In the video below, Curtis Cloke discusses how to use deferred income annuities in a retirement income plan.


John Ameriks of Vanguard

Click below for more information on the important role retirement planning plays now and will continue to.

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Knowledge Summit 2013Complete your designation by August 31st and celebrate with us in Las Vegas

The American College is eager to celebrate the achievements of its graduates and invites you to join us for the 83rd Annual Commencement Exercises at Caesars Palace in Las Vegas. If you have completed a designation program between June 1, 2011 and August 31, 2013, you are eligible to walk at Commencement.

Commencement will be held November 22nd and is the final event of the 2013 Knowledge Summit. Featuring a line-up of all-star presenters and sessions, this event is a can't miss.

Complete your designation coursework by August 31st and join us for Commencement!

Click below to register for the Knowledge Summit.



Register Now



Honoring Our Veterans

Earn Your Masters In Leadership starting September 16th

The MSM, with a focus in leadership, is a superb, intense one-year degree program that elevates your skills on decision making, ethics, crisis leadership and HR dynamics. The program begins on September 16th, with a one week residency on campus in Bryn Mawr, PA and continues with five, 6-week sessions of live classes held Monday evenings, ending with a final one week live capstone. World class faculty delivers knowledge you can apply immediately in your organization - our graduates include CEO's, physicians, entrepreneurs, financial advisors and a wide spectrum of established and emerging leaders.

Only a few seats remain for the Residency class starting September 16th - 20th, so sign up today to guarantee your spot!

For more information, contact Tara Talley at or call 610-526-1588.


Honoring Our Veterans

Help Us Help Our Veterans. Scholarships Available

Whether you have served our country, or know someone who has, you understand how valuable educational and career placement resources can be to veterans looking to re-enter the workforce. We are looking for alumni to donate some of their time by attending regional career or education expos on and off military installations. If you are interested in volunteering your time to this admirable cause or want to learn more about another role you might play, please contact the Penn Mutual Center for Veterans Affairs at: 610-526-1437 or visit:

Scholarships are available for designations and/or master's degree programs at The American College for those transitioning out of the military and for veterans.

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Matthew Swarbrick Alumnus of the Month

The Alumnus of the Month for August 2013 is Matthew Swarbrick, CFP®, CAP®, ChFC®, CLU®, RICP®. As a financial planner, Matthew focuses on creating financial and retirement plans for individuals and families.

Nova Scotia

Alumni Travel-Learn Cruise 2014 - New England, Nova Scotia, Quebec

10 Nights, October 6-16
Silversea's Silver Whisper

The 18th American College Alumni Cruise will set sail in fall 2014 for the spectacular beauty of New England, Nova Scotia and Quebec – a rare treat aboard a five-star luxury liner to view parts of your world that are close to home, yet a world away. Click below to register:

Register Now




Your Gifts Help In Many Ways: Support Your College!

When you make your annual gift to The American College, you are:

  • Investing in world-class teaching
  • Supporting distinguished research
  • Strengthening the financial services profession
The American College is a greater asset today than ever before with a first-of-its-kind PhD program, new designations in healthcare and retirement planning, and four new Centers of Academic Excellence. Your support helps to maintain the highest standards in education and professional development.

What better investment is there?

The Wealth Channel™ - All Business. No Static. - Take The Tour!

ChFC<sup>®</sup> - CLU<sup>®</sup>: Highest Standard of Knowledge & Trust. The marks CLU® & ChFC® are the property of The American College and may only be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The American College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)® certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.

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