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Vol. 3 | Issue 1
Your Profession
The Value of Financial Designations Explained

The Value of Financial Designations Explained

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust? Learn why consumers are placing more value on credentialed advisors who obtain financial designations.

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Retirement Planning Webcast Series

Retirement Planning Webcast Series

Join Professor Jamie Hopkins and special guests on Monday, November, 26, 2018, at 3 p.m. Eastern to learn about the benefits of incorporating long-term care insurance and hybrid policies into a retirement income plan. CFP® and Professional Recertification CE credit available.

Register Here
Media & Mentions
Video of the Month – November 2018
The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society. Watch this short video to discover the value the CAP® designation brings, and how you can have a positive impact on the legacy of your clients and the community.
Featured Media Mentions
Recognizing Achievements
Linda S. Need

Linda S. Need, MSFS, CAP®, FSA®, CFA®, CFP®, is the annual Huebner Gold Medal recipient in recognition of her leadership in the financial services profession and her dedication to furthering the mission of The College. The Huebner Gold Medal, the institution’s highest honor, was presented during the annual President’s Dinner in New York City on Oct. 26, 2018.

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Christopher Blunt

Senior Managing Director and CEO of Blackstone Insurance Solutions Christopher Blunt, CLU®, ChFC®, CAP®, was inducted into The American College’s Alumni Hall of Fame on Oct. 26, 2018, at The College’s Alumni Hall of Fame Induction Ceremony.

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The American College Penn Mutual Center for Veterans Affairs November 2018 Scholarship Recipients:

Gary Koda
Active Duty Navy Lieutenant
Chesapeake, Va.

Sheresha Absher 
Veteran Marine Corps Lance Corporal
Agent at New York Life
Lake Panasoffkee, Fla.

Johnnie Encarnacion
Active Duty Marine Corps Staff Sergeant
Oceanside, Calif.

Bryan Sauceda
Veteran Marine Corps Lance Corporal
Paraplanner at PFG Advisors
Lubbock, Texas

Duc Ly
Veteran Navy Lieutenant Junior Grade
Auditor for Consumer Federal Protection Bureau

Brian Campbell 
Veteran Army First Lieutenant
Financial Advisor with Majors & Mondragon
Missouri City, Texas

Artemio Gragasin 
Veteran Air Force Chief Master Sergeant
Wahiawa, Hawaii

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Events & Updates
Alumnus of the Month - November 2018
Alumnus of The Month - November 2018

Anand Nair, MSFS
Wealth Management Advisor, WestPac Wealth Partners

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Nominate an Alumni of the Month

The Alumni Advisory Board invites you to nominate an outstanding alumna or alumnus who is making exceptional contributions to our profession.

Nominate an Alumni
What's Happening

December Webcast: End of Year Financial Planning Tips | Associate professor of taxation Jamie Hopkins and a panel of financial planning experts will discuss why it’s important to review several planning opportunities, under the new tax law, before the year ends. Sign up now for free registration to this webcast on Dec. 12, 2018, at 2 p.m. Eastern.


MSM Cohort Starting in April 2019 | Applications are now being accepted for the Master of Science in Management (MSM) cohort beginning April 2019. The MSM is a good fit for experienced professionals wanting to take their leadership skills to the next level. For more information, and to apply, visit


Society of Financial Service Professionals | The College and FSP partner together on a number of educational and professional initiatives to better the community of financial professionals. Learn more about FSP and how to become a member. Read more.

Alumna Honored with Award

Caroline Feeney

The Round Table of New York has named Caroline Feeney, CLU®, ChFC®, the recipient of its annual Lifetime Achievement Award. One of the most influential leadership organizations in the country, the Round Table of New York offers this award to an individual who has made significant contributions to the insurance and financial services profession. The award specifically recognizes individuals for their accomplishments in the areas of ethics, education and industry leadership. Feeney is a member of The College’s Board of Trustees, and serves on the executive committee of the board. She is head of Prudential’s Individual Solutions Group which provides financial advice and develops, distributes and services annuities, life insurance and other outcome-oriented solutions for consumers. The group is comprised of Prudential Annuities, Prudential Individual Life Insurance and Prudential Advisors.

The American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation, dedicated to the innovative training and development of financial services professionals. Since 1927, The College has assembled faculties comprised of the foremost thought leaders in the profession. Created for professionals–dedicated to your success.