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Chartered Life Underwriter

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Title: Chartered Life Underwriter  
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Subject: Professional certification, Trustee, William Dudley Geer, Ameriprise Financial, Jay Sigel, David Daniel Marriott, Insurance Continuing Education
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Chartered Life Underwriter

The American College of Financial Services
File:The American College PA logo.svg
Established 1927
Type Private distance learning university
President Laurence Barton
Academic staff 21
Students 30,000

Bryn Mawr, Pennsylvania, USA
40°01′05″N 75°19′37″W / 40.018°N 75.327°W / 40.018; -75.327Coordinates: 40°01′05″N 75°19′37″W / 40.018°N 75.327°W / 40.018; -75.327

Former names The American College of Life Underwriters
Affiliations MSA Accredited

The American College of Financial Services (also known as The American College) is a nonprofit private educational institution located in Bryn Mawr, Pennsylvania. It offers several professional certifications and two types of master's degrees.[1] Annually, The American College educates approximately 40,000 students, mainly through distance education.

The institution was founded as The American College of Life Underwriters in 1927 by Solomon S. Huebner of the Wharton School at the University of Pennsylvania. Huebner was a professional involved in the development of economic theory. His theory of human life value is used in the field of insurance. It was his vision for a college-level professional education program for insurance agents that led to the creation of The American College.[2]

Today the college offers professional training to all types of financial practitioners. When the institution began, programs focused exclusively on providing education to life insurance professionals. The Chartered Life Underwriter (CLU) designation was the first credential offered by the college.[3]

Twenty full-time faculty members and financial experts work at the campus.[4]

In 2003, The American College Services stepped away from a long-standing partnership with the Society of Financial Services Professionals, which historically had been the de facto alumni association for the College, and instead created its own alumni association.[5]

The American College campus was bought by the Jack M. Barrack Hebrew Academy in 2007.[6]

The eighth and current president and CEO, Larry Barton, Ph.D, joined the staff in 2003.


Current programs of study include:

  • Life Underwriter Training Council Fellow (LUTCF) - a program teaching product knowledge and sales skills for persons interested in pursuing a career in insurance and financial services
  • Financial Services Specialist (FSS) - a training program to strengthen sales skills and technical knowledge for professionals in the insurance, securities, and banking industries
  • Certified Financial Planner Educational Curriculum (CFP) - prepares students for the certified financial planner certification examination
  • Chartered Life Underwriter (CLU) - advanced life insurance and estate planning
  • Chartered Financial Consultant (ChFC) - advanced comprehensive financial planning
  • Chartered Advisor for Senior Living (CASL) - provides training in the special needs, issues, and decisions facing senior citizens
  • Registered Health Underwriter (RHU) - a program for financial advisors assisting clients with health care needs, including medical, disability income, and long-term care insurance
  • Registered Employee Benefits Consultant (REBC) - specialty courses for financial advisors working in United States employee benefits services
  • Chartered Leadership Fellow (CLF) - provides fundamentals of leadership, organizational structures and management of financial services organizations
  • Chartered Advisor in Philanthropy (CAP) - trains professionals dealing with wealthy individuals involved in philanthropy
  • Retirement Income Certified Professional (RICP)- covers current, best techniques for creating sustainable retirement income for your clients
  • Chartered Healthcare Consultant (ChHC) - covers federal and state regulations, changing advisor business models, and the full spectrum of benefits choices now available to individuals and groups.
  • Master of Science in Management (MSM) - a Masters degree program that focuses on leadership and financial services organizations
  • Master of Science in Financial Services (MSFS) - a Masters degree program that focuses on advanced financial planning topics, including business succession planning, pensions, charitable giving and asset management
  • Doctor of Philosophy in Financial and Retirement Planning (PhD) - comprehensive curriculum that prepares financial practitioners to move beyond the practice of retirement planning and financial decision-making and on to the research and theory behind those decisions.

The campus itself is located in the Million Dollar Round Table Foundation Hall in Bryn Mawr, Pennsylvania. The building includes a library, conference room, television studio, a classroom and meeting rooms.

Notable alumni


External links

  • The American College of Financial Services official site
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