MSFS - The American College

Master of Science in Financial Services:The Accredited Master’s Degree for Advanced PractitionersToday’s wealthy clients are seeking increasingly complex solutions to meet their financial needs. The Master of Science inFinancial Services (MSFS) provides you with the tools you need to analyze, plan and implement integrated financial andlife strategies, helping you grow your business in affluent markets.The MSFS program includes practical case studies and client/practitioner scenarios so that you can immediatelyaddress your clients’ needs with expertise and confidence. With the convenience of distance learning, combined withindispensable faculty and peer interaction, the MSFS program also helps you gain entry to advanced markets, corporateclients and larger cases.Program features include:• Self-study coursework and live online courses• One week residency toward the end of the program• The cost of textbooks is included in the price of each courseWho Should Apply?The MSFS is designed to advance the careers of a wide range of planning professionals including:• Financial Planners• CPAs• Life Insurance Specialists• Attorneys• Trust Officers• Investment Consultants• Financial Advisors“The MSFS program was an experience of a lifetime! The relationships I have built with both my cohorts and thefaculty are priceless. I really enjoyed my time in the MSFS Residency at the Knowledge Summit in Boston andthe opportunity to grow through face-to-face interaction.” — Randall E. LaDue, MSFS, CLU ® , ChFC ® , LUTCF, CFP ®Partner, New York Life Insurance CompanyCentral California General Office“I am grateful that The American College provides such a degree. It is very practical knowledge that I can put touse in my practice. I found it to be by far the best learning experience I have had in my 24 years in the business. Iwould recommend it to any professional advisor. The faculty is outstanding.” — Charles E. “Gene” Roe, MSFS, CLU ® , ChFC ® , CLF ®Chief Executive Officer, Planto Roe Financial ServicesExperience Live Online Classes!Taking courses at The American College has never been easier.• Convenient classes without the travel• Structured learning environment• Led by the experienced faculty of The American CollegeSame price as self-study!610-526-1385 • TheAmericanCollege.edu/MSFS

Challenge Exam:A newly admitted MSFS student who has earned the CLU ® , ChFC ® or CFP ® designation may challenge up to twodistance (non-residency) courses in the MSFS program. The exam must be taken upon acceptance into the program.The MSFS CurriculumTotal Courses for Completion: 12 • Required Courses: 8 • Electives: Choose 2 • Residency Courses: 2Required Self-Study CoursesFinancial Statements and GS 803Business Valuation AnalysisMSFS Case Study Project GS 807Security Analysis and Portfolio GS 811ManagementQualified Retirement Plans GS 814Advanced Estate Planning GS 815Personal Tax Planning GS 817Mutual Funds: Analysis, GS 819Allocation and PerformanceEvaluationExecutive Compensation GS 842Elective Self-Study Courses(choose two)Business Succession Planning GS 838Planning for Philanthropic Impactin the Context of Family Wealth GS 839Charitable Strategies GS 849Gift Planning in a Nonprofit GS 859ContextEarn a CAP ® designation in philanthropy by taking these three elective courses.Building & Managing FinancialAdvisory Practice GS 840Interpersonal Relationships in HS 383the WorkplaceRequired Residency Courses*Issues in AdvancedRetirement PlanningGS 808 Ethics and Human Values GS 831* Residency courses are taken together in a one week program.Courses required for Master’s degree completion may be subject to change; pleaserefer to our website: TheAmericanCollege.edu610-526-1385 • TheAmericanCollege.edu/MSFS

How to Register for the MSFSApplicants are selected on the basis of academic and professional criteria.To gain admission, you must submit an official undergraduate transcriptfrom the accredited college or university that awarded your bachelor’sdegree and pay the required application fee.The Leader in Financial Services EducationThe American College is a nonprofiteducational institution with the highestlevel of academic accreditation, dedicatedto leadership in innovative training anddevelopment for financial servicesprofessionals.The College is distinguished by resourcesof the highest quality, innovation inprogram delivery and design and resultsthat create sustainable advantages for ourcustomers.Serving as a valued business partnerto banks, brokerage firms, insurancecompanies and others since 1927, TheAmerican College has assembled a facultyof the foremost thought leaders in theindustry to help companies and theirassociates succeed.270 S. Bryn Mawr AvenueBryn Mawr, PA 19010-2196888-263-7265TheAmericanCollege.edu/MSFS©2013 The American College. All rights reserved.The American College is accredited by theMiddle States Commission on Higher Education,3624 Market Street, Philadelphia, PA 19104,(215) 662-5606.Mail or FaxDownload and complete the Graduate School Application for MSFS atTheAmericanCollege.edu/Register and return it via mail or fax.Our fax number is 610-526-1545PhoneCall MSFS Graduate Administration Office at 610-526-1385Graduate Certificate ProgramsCertificates are awarded to those who complete related courses in specificsubject areas, such as charitable giving or other areas, outlined below.Completion of the programs may qualify a student for up to nine creditstowards an MSFS degree if the student is subsequently admitted to themaster’s program.Business Succession Planning:• Financial Statements GS 803and Business ValuationAnalysis• Business Succession GS 838Planning• Advanced Estate Planning GS 815Estate Planning and Taxation:• Advanced Estate GS 815Planning• Personal Tax Planning GS 817• Business Succession GS 838PlanningCharitable Planning:• Planning for GS 839Philanthropic Impactin the Context ofFamily Wealth• Charitable Strategies GS 849• Gift Planning in a GS 859Nonprofit Context610-526-1385 • TheAmericanCollege.edu/MSFSMSFS_Corporate_4.0_brochure