The American College lures FPA members to retirement coaching program

The American College has entered into an agreement with the Financial Planning Association (FPA) to provide FPA members with money saving discounts if they enroll in The College's CASL Retirement Coaching Program.

FPA members who have earned their CFP certification will be eligible to receive up to $210 in savings toward a CASL designation from The American College. Other FPA members interested in enrolling in the CASL program can save up to $90. In exchange, the FPA will provide American College students and alumni interested in joining their association with a $50 membership discount.

The agreement provides benefits to members of both organizations. FPA members will have the opportunity to enhance their knowledge of baby boomer and retirement-related issues through advanced CASL program coursework at a reduced price. At the same time, students and alumni of The American College will have the opportunity to enjoy the many benefits associated with membership in the Financial Planning Association.

"The CASL designation is the most comprehensive educational program available for financial advisors interested in serving the needs of baby boomers," said Larry Barton, Ph.D., President and Chief Executive Officer of The American College. "We encourage FPA members who work in this $2.1 trillion market to consider taking advantage of this unique opportunity."

America's 76 million baby boomers continue to have a huge impact on the field of retirement planning. Financial professionals today need to have access to the specialized knowledge The American College has created with the CASL program.

CASL provides professionals with an in-depth understanding of the special needs, issues and decisions affecting Americans during the second half of their lives. Individuals who enroll in the program learn how to analyze a client's situation and develop a financial plan that helps individuals and families achieve their financial objectives. Unlike other retirement planning designation programs, CASL also addresses the full range of health, psychological and sociological issues affecting baby boomer clients.

The Financial Planning Association is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process. Based in Denver, Colorado, the FPA has over 100 chapters throughout the country representing more than 28,500 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning and advances the financial planning profession. For more information about FPA, visit www.FPAnet.org or call 800.322.4237.

The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a non-profit educational institution holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for 80 years. The American College's faculty represents some of the financial services industry's foremost thought leaders. For more information, visit www.TheAmericanCollege.edu.


Already a member? log in here.

Editor's Choice

Upcoming CPE Webinars

Dec 3The materials discuss the concepts and principles in the AICPA’s new special purpose framework.
Dec 8Kristen Rampe will cover how to diffuse the tension in challenging situations in this one-hour webinar.
Dec 9A key component to improving your firm’s workflow efficiency while enhancing your profitability at the same time is how you leverage emerging technologies.
Dec 16Kristen Rampe will give tips on how to bring confidence into the room and build a valuable network.