In addition, special income tax topics enable financial advisors to understand and identify tax deductions and/or credits that may be available to families with special needs. Company management and operations in positions involving substantial responsibility. Thanks to The College’s self-paced and flexible learning options, Tasha was able to earn her CLU® while working full time and helping her husband raise two kids. Of particular importance are special needs trusts, wills, powers-of-attorney, and guardianships. The annual recertification fee is paid in advance of the recertification year. Listen to our NextGen in 10 podcast hosted by up-and-coming leaders in the financial services industry. Download our guide to learn key strategies for success. HS 311 Fundamentals of Insurance Planning: This course focuses on selecting the right retirement plan for the business and on individual retirement planning. HS 376 Legal and Financial Issues for Special Needs Families: Courses cover everything from the fundamentals of life insurance certification to highly specialized knowledge, preparing you to offer the advice today’s clients need. When you earn the CLU® designation, you’ll gain expertise in: The eight-course CLU® certification program gives you the power to study at your own pace and tailor your education to your professional and lifestyle needs. Gary R. Sitzmann, CLU® began his insurance career in 1965 and is recognized as one of the industry’s leading professionals in a number of areas. For another, putting letters behind her name gave her more professional credibility. The fee will cover all of the participating designations a student earns from The American College of Financial Services. The American College, an accredited non-profit educational institution with an 84-year heritage, confers the CLU ®. Topics include: HS 321 Income Taxation: “There are a lot of skeptics. WebCE offers a comprehensive catalog of online courses for The American College's Professional Recertification Program. In order to obtain your CLU® designation, you must successfully pass a series of exams offered by The American College. The American College In partnership with The American College, Keir provides supplemental study materials for the CFP ® , ChFC ® , and CLU ® course curriculum. Gary is recognized as one of the leading insurance planning professionals in the United States, assisting numerous clients in the design and implementation of strategies to preserve and transfer maximum wealth to future generations as The three-year period must be within the five years preceding the date of the award. AU Club Council. See the Student Resources and Policies page for comprehensive details on refund policies, learning policies, recertification information, and more. The College is re-imagining your CLU® experience. clu american college provides a comprehensive and comprehensive pathway for students to see progress after the end of each module. Assistant Vice President and Director of Regulatory Compliance, Adjunct Professor of Special Needs Planning, Adjunct Professor of Taxation and Special Needs Planning, CFP® and ChFC® Education Program Director, Larry R. Pike Chair for Insurance and Investments, Clark/Bardes Endowed Chair in Retirement Planning and Non-Qualified Deferred Compensation, 9 Concepts to Eliminate from Disability Insurance Sales Conversations, 5 Ways an Advanced Financial Designation Helps Strengthen Your Insurance Business, Cary M. Maguire Center For Ethics In Financial Services, Find the designation or degree that's right for you, Course delivery methods offered by The College include the new Personal Pathway™, Scheduling and sitting for your examinations, Academic records and professional recertification, Tuition, fees and scholarship opportunities, Meet The College's expert faculty members, Learn more about The College's leadership and board members, Meet the next generation of financial planners. Meet George Nichols III and learn about the values and vision moving The College forward. “I really appreciate how I can impact and shape a client’s life,” she says, “and get to see them achieve their hopes and dreams.” Nevertheless, she knows she couldn’t serve her clients as well as she does—or have gotten so far in her career—without some help. For one, it gave her a lot of confidence. Life insurance is a vital part of any financial plan—and it is essential for high net worth clients and business owners. A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of life insurance. The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. His initial focus was on marketing and distribution. Offering the best solutions for sophisticated clients takes significant expertise in areas that aren’t covered in traditional financial planning education. ** Indicates courses available under the Personal Pathway™ learning model as of July 2, 2020, HS 311 Fundamentals of Insurance Planning*, HS 331 Planning for the Business Owner and Professional, HS 300 Financial Planning: Process and Environment*, HS 375 Introduction to Disabilities and Lifetime Planning, HS 376 Legal and Financial Issues for Special Needs Families. Certifications include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) programs. View the course list below to see a complete list of Personal Pathway™ and traditional course offerings. The CLU® designation will not only expand the quality and breadth of the advice you’re able to give but will elevate your professional credentials as a certified underwriter and help advance your career. No additional fees or hidden costs. Here you are able to search the full list of professionals who hold advanced degrees or designations from The American College and are currently in good standing. In January of 2016, Todd came to The College as a loaned executive of Northwestern Mutual as a way to give back to the profession. Reviewing over 120 leading medical journals, this monthly feature in Annals of Internal Medicine contains an editorial, easy … Principal’s Message. I would like to share with you the short history of the college. For another, putting letters behind her name gave her more professional credibility. And, you can take select courses in our new Personal Pathway™ learning model, which combines best-in-practice concepts with state-of-the-art technology to put you in control of your learning experience. Three years of full-time business experience is required for all Huebner School designations. To receive a Huebner School designation (including ChFC®, CLF®, CLU®, RICP®, and WMCP®), you must successfully complete all courses in your selected program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. The courses starred below are delivered in our new Personal Pathway™ learning experience. The benefits of a sound estate plan can be applied to clients of any net worth. The remaining courses are available in the traditional, self-study format that includes robust course materials, printed textbooks, and exceptional flexibility. It’s also a lucrative field, where just one sale can pay for the entire CLU® designation. A Safe Return to Campus: Find updates on COVID-19 information at CalLutheran.edu/know Covers: HS 328 Investments: CLU ® - Chartered Life Underwriter In partnership with The American College, Keir provides supplemental study materials for the Chartered Life Underwriter course curriculum. An undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience. The American Collegiate Hockey Association (ACHA) is a college athletics association like the NAIA and NCAA.The purpose of the Association is to be an organization of collegiate affiliated programs, which provides structure, regulates operations, and promotes quality in collegiate ice hockey. It covers philosophical approaches, legislation, special education policies and procedure, disability etiquette, and how to work collaboratively with families. The CLU® will significantly boost your skills and amplify your earning potential. Through the eight-course CLU® program, you’ll gain an in-depth understanding of the practical, legal, and ethical aspects of life insurance underwriting and learn how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations. [The CLU®] opens a lot more doors and people are more confident in your knowledge base and are more trusting.”, And it’s not just that the designation boosted her confidence and is widely respected. The applicable issues surrounding Social Security and Medicaid are covered. It seems the American College used to administer the LUTCF program on behalf of the National Association of Insurance and Financial Advisors (“NAIFA”), but the two have since had a falling out. This course provides an overview of the financial planning process, including the role and responsibilities of a financial planner along with analytical tools to aid in financial decision-making. Financial institution management and operations in positions involving substantial responsibility. A Chartered Life Underwriter ® (CLU ®) is a financial professional with extensive knowledge of life insurance.In most states, a CLU ® designation exempts you from pre-licensing education and underwriting certification requirements. The designation is as prestigious in the industry as it is essential to mastering the complexities of life insurance, the CLU® will set you apart and increase your earning power. Gain access to all upcoming events with The College, View accreditation information and data on graduation rates and designation completion, Press releases, featured media mentions and more, Founded in 1927, The College continues to educate leading financial advisors, Benefitting society by educating the professionals entrusted with the public’s financial well-being, Learn more about the seven Centers of Excellence at The College, The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. This means a CLU ® has obtained a level of life insurance expertise that exceeds basic life insurance underwriting requirements. american college clu provides a comprehensive and comprehensive pathway for students to see progress after the end of each module. Todd M. Schoon, JD, CLU®, ChFC®, is currently the Executive Vice President and Senior Advisor to the President of The American College of Financial Services. The American College of Financial Services wants to ensure that the credentials our students earn remain current, relevant and serve as an emblem of excellence and expertise with both peers and clients. Government regulatory service in a responsible administrative, supervisory, or operational capacity. ... Chartered Life Underwriter® (CLU Centered on the complexities of life insurance underwriting for both individuals and small businesses, the CLU® certification provides expert-level education you can immediately apply. The American College of Financial Services (The American College) is a private college focused on professional training for financial practitioners and located in King of Prussia, Pennsylvania.It offers several professional certifications, two types of master's degrees, and a PhD degree. Depending on where you are in the program, you’ll have access to a unique experience and improved course delivery as The College transitions to a re-imagined learning model. University or college teaching of subjects related to the Huebner School curriculum on a full-time basis at an accredited institution of higher education. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements. CLU® courses offered through Personal Pathway™ combine engaging live and self-study learning options for one flat tuition rate. If you already hold ChFC® or CFP® certification, the CLU® will enhance the value you offer your clients. Documentation on College policies, including refund requests, transfer credits, and more, Use the Designation Check service to find a credentialed advisor or verify an advisor’s designation, Explore options for earning CE credit through The College, Watch our on-demand webcasts regarding relevant financial planning topics. Client service and related management, including direct contact with clients, supervision and management of persons involved directly in the process of providing financial services or employee benefits, or staff support of persons in these activities. This course covers unique legal techniques and tools that apply to special needs planning. In short, this is the designation you need to win clients and grow your career. Activities directly or indirectly related to the protection, accumulation, conservation, or distribution of the economic value of human life; these include the work of actuaries, attorneys, CPAs, investment advisers, real estate investment advisers, stockbrokers, trust officers, or persons in other similar occupations. This course focuses on the role of planning for risk management needs. We offer all CLU® courses in formats specifically designed for working professionals like you. To earn the CLU®, you must complete five foundational courses and three specialized courses of your choice. In 2011, he was awarded his Chartered … BigDaddy U is not affiliated or associated with The American College in any way, and The American College does not endorse, approve, support, or otherwise recognize BigDaddy U or its products or services. Our official American College diploma frames and degree frames are the perfect way to preserve your well-deserved diploma while also showing school pride. 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