About The College Financial Planning Podcasts
The AICPA Engage Tax Planning Road Show
In this episode of our Shares podcast, recorded on the floor of AICPA Engage 2024, Michael Finke, PhD, CFP® engages thought leaders and financial professionals in attendance to discuss the impact of The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program. He talks specifics about the content of the program and dives deeper into the value of specialized tax planning knowledge for advisors in all areas of financial services.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
Shares: The Future of Financial Advice
In this episode of our Shares podcast, host Jared Trexler speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr.AI. Couplr recently announced a partnership with The College to offer College alumni free access to its platform, which endeavors to match advisors to their ideal clients. Trexler and Notman discuss their respective visions for where the profession is headed and the role of technology in making The College’s mission of benefiting society a reality.
Derek Notman, CFP® is a dad, world traveler, and fintech rebel dedicated to fixing our relationship with money using AI (and flip-flops). He is a global nomad and loves adventure in all forms, as well as being a husband and father, car enthusiast, aspiring surfer, and skydiver. He is also an award-winning financial advisor, including a recognition as NAIFA Leading New Advisor, and is the founder and CEO of Couplr.AI: a business dedicated to using data science to tackle client acquisition and orphan client problems in the investment and insurance industries. He co-hosts the Rethink Financial Advice Podcast and loves connecting with and meeting new people.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
The American College of Financial Services Launches Knowledge Hub Plus CE Platform to All Financial and Nonprofit Professionals
KING OF PRUSSIA, PA – June 11, 2024 – Today marks a significant milestone for financial education as The American College of Financial Services proudly unveils the public launch of Knowledge Hub+, an innovative learning platform delivering valued and valuable continuing education (CE) to help financial and nonprofit professionals increase their knowledge and better serve their clients. Exclusive to The College's alumni in the Professional Recertification Program since January, this resource is now accessible to all as a subscription-based service, empowering learners to achieve more.
"Knowledge Hub+ embodies our commitment to continuous education and professional growth," remarked George Nichols III, CAP®, president and CEO of The American College of Financial Services. "In today's fast-paced landscape, where expertise is paramount, this platform emerges as a beacon of timely, indispensable, and actionable knowledge."
Featuring an array of learning modules spanning eight key focus areas, Knowledge Hub+ caters to the evolving needs of financial practitioners as well as those looking for more robust financial information. From financial planning to ethics in financial services, subscribers can delve into a wealth of insights meticulously curated to enhance their proficiency. With the public launch, the platform showcases over 60 hours of College and CFP Board-approved learning, automated CE reporting, fresh content delivered monthly by industry luminaries and quarterly live webcasts exclusively for subscribers.
"Many pressing challenges are impacting the financial security of Americans that both financial services and nonprofit professionals are working to solve," said Joellen Meckley, JD, MHS, ChSNC®, executive director of the American College Center for Special Needs. "With Knowledge Hub+, we're not just providing knowledge to solve those challenges; we're catalyzing real-time advancements in professional practice."
As financial landscapes evolve, so must the tools available to navigate them. Knowledge Hub+ arrives as a timely solution. From foundational principles to cutting-edge insights, this platform empowers learners to excel across eight vital areas:
- Financial Planning
- Retirement Planning
- Wealth Management
- Insurance and Risk Management
- Advanced Planning
- Philanthropic Planning
- Practice Management
- Ethics in Financial Services
Knowledge Hub+ boasts an impressive lineup of industry experts, ensuring learners receive guidance from the best minds in the field. From distinguished academics to seasoned practitioners, this platform curates insights from luminaries including Michael Finke, PhD, CFP®, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, among others.
"The caliber of expertise within Knowledge Hub+ is unparalleled," said Jared Trexler, The College’s senior vice president and chief marketing and strategy officer. "We're proud to provide a platform where professionals can access the insights they need to thrive in an ever-changing profession."
The platform for applied knowledge includes valuable continuing education from the following industry experts.
The American College of Financial Services Academics:
- Chet R. Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF®
- David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®
- Chia-Li Chien, PhD, CFP®, PMP®, CPBC
- Sophia Duffy, JD, CPA, AEP®
- Azish Filabi, JD, MA
- Michael Finke, PhD, CFP®
- Timi Joy Jorgensen, PhD
- James Karthaus, MA, CFP®, CLU®, ChFC®
- Jennifer Lehman, PhD, JD, CFP®, CAP®
- Eric Ludwig, PhD, CFP®
- Joellen Meckley, JD, MHS, ChSNC®
- Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®
- Ed Slott, CPA
Industry Innovators, Experts, and Practice Management Leaders:
- Dave Alison, CFP®, EA, BPC – C2P Enterprises
- Denise Appleby – Appleby Retirement Consulting
- Ian Berger, JD – Ed Slott and Company, LLC
- Sarah Brenner, JD – Ed Slott and Company, LLC
- Don Graves, RICP®, CLTC® - Housing Wealth Institute
- Philipp Hecker - Bento Engine
- Adam Holt, CFP®, ChFC® - Asset-Map
- Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® - Bryn Mawr Trust, Income Lab, and FinServ Foundation
- Andy Ives, CFP®, AIF® - Ed Slott and Company, LLC
- Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA - Keebler & Associates, LLP
- Jeffrey Levine, CPA, PFS, CFP®, RICP®, ChFC®, CWS, AIF, BFA™ - Buckingham Strategic Wealth
- Rick McClanahan - National Association of Certified Financial Fiduciaries, LLC
- Alex Murguia, PhD – RISA
- Wade Pfau, PhD, CFA, RICP® - RISA
- Tina Powell - Intention.ly
- Fred Reish, JD
- Tyrone V. Ross, Jr. - 401 Financial
- Heather Schreiber, RICP®, NSSA® - HLS Retirement Consulting
- Matt Seitz – C2P Enterprises
- Jason L. Smith, CEP®, BPC – C2P Enterprises
- Deirdre Van Nest - Crazy Good Talks
- Kelly Waltrich - Intention.ly
The list of participating experts on Knowledge Hub+ keeps expanding with live quarterly virtual events and new content added monthly. Learn how to expand your opportunities with Knowledge Hub+.
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact
Sarah Tremallo
908-967-0381 / Stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / Lindsey.allumbaugh@theamericancollege.edu
Major General Vautrinot Named 2024 Recipient of Soldier-Citizen Award
The Center for Military and Veterans Affairs has named the recipient of the 2024 Soldier-Citizen Award, Major General Suzanne Vautrinot, USAF (Ret.). This marks the first time in the award’s 10-year history that a woman has been named as the winner. Major General Vautrinot will receive the award at the Military Summit on September 11.
Military Background
Over her 31 years of service, Major General Vautrinot was critical to the development of cyberspace as an operational domain within the military. She was instrumental in the establishment and early operation of U.S. Cyber Command with responsibility for offensive and defensive cyber activities for the Department of Defense.
Major General Vautrinot also served in numerous staff positions throughout her service, taking up the roles of joint planner and warfighting capabilities analyst on the Joint Staff, Deputy Executive Assistant to the Chairman of the Joint Chiefs of Staff, Deputy Director, Air and Space Operations, and Strategic Security at Headquarters Air Force. Major General Vautrinot also served as Special Assistant to the Vice Chief of Staff of the Air Force.
Civilian Leadership
Major General Vautrinot leads in other aspects of her life as well, serving as the president of Kilovolt Consulting Inc. and a member of the board of directors for Wells Fargo, ECOLAB, CSX, Parsons, Battelle Memorial Institute, and City of Hope. In these roles, she leverages her expertise to advise on cybersecurity matters.
Recognized by all those who know her as an excellent motivator and leader, Major General Vautrinot embodies what it means to be a Soldier-Citizen. Acting as a leader throughout her history with the military and in her civilian activities, Major General Vautrinot has demonstrated strength and skill on her way to numerous honors extolling her capabilities, including National Defense citations, the Symantec Cyber Award, the Women in Aerospace Leadership Award, the Air Force Association Aerospace Citation of Honor, “Women Worth Watching” from Profiles in Diversity Journal, the Presidential Award for Training, Cyberscoop’s Top “Women in Cybersecurity”, and “50 Politicos to Watch.” She was inducted into the National Academy of Engineering in 2017.
Major General Vautrinot will be honored as the Soldier-Citizen Award recipient at the Center for Military and Veterans Affairs’ annual Military Summit on September 11 at the W Hotel and the National Constitution Center in Philadelphia.