Practical Sales Training for Financial Services ProfessionalsThe FSS (Financial Services Specialist) Designation can be earned by completing 3 required courses, FA 262, FA 263 and FA 290, and 3 elective courses in the FA program.
Taught by experienced industry leaders, FSS classes help you quickly establish a thriving financial services practice. As an FSS student, you'll gain essential product knowledge while learning practical sales skills that have been shown to boost production by as much as 40%.
We keep classes small, emphasize individual participation and teach through extensive use of "real world" sales activities. Substantial CE credit is also available
for most courses.
Choose from the following convenient class options:
Live Local Classes Designed for students who like structure and face-to face interaction with moderators and peers. A wide selection of classes is available in hundreds of U.S. cities from coast to coast.
Live Online Classes (Webinars) Attend live, instructor-led classes from your home or office PC. These interactive classes offer a convenient, time-saving way to participate in classes without needing to travel. All assignments are submitted online, and the final exam is taken online through The College's Blackboard website. (Students licensed in New York take paper exams.)
Online Training Center (OTC) Selected courses are offered online through the LUTC Online Training Center, allowing students to interact via chat boards on their own schedule. OTC courses provide hands-on planning projects, quizzes, and interaction with moderators and other students, along with giving students the ability to contribute and learn at a time convenient for them. All assignments are submitted online, and the final exam is taken online through The College's Blackboard website. (Students licensed in New York take paper exams.)
Tell us what courses you're interested in by clicking here.FSS Curriculum (Get course descriptions here.)
Required Core Courses (3) FA 262 Foundations of Financial Planning: An Overview FA 263 Foundations of Financial Planning: The Process FA 290 Ethics for the Financial Services Professional
Elective Courses (select any three) FA 200 Techniques for Prospecting: Prospect or Perish FA 201 Techniques for Exploring Personal Markets FA 202 Techniques for Meeting Client Needs FA 204 Marketing Financial Services to Women FA 211 Essentials of Disability Income Insurance FA 222 Essentials of Multiline Insurance Products FA 251 Essentials of Business Insurance FA 255 Essentials of Long-Term Care Insurance FA 256 Essentials of Annuities FA 257 Essentials of Life Insurance Products FA 261 Foundations of Retirement Planning FA 264 Foundations of Investment Planning FA 271 Foundations of Estate Planning
The 5-Year Rule: In order to facilitate timely completion of a student's designation and as part of The College's pledge to offer the most up-to-date material and course offerings, all courses are subject to the 5 Year Rule. For more information on the 5 Year Rule, please click here.
Tuition and Fees
Your tuition includes all required study materials, access to convenient online learning tools and your examination. Supplementary study materials are also available for an additional cost.
Admission Fee (one-time, non-refundable fee for new enrollees at The College): $130
Course Tuition (includes all study materials and examination fee): $420.00
FA 290 Tuition (includes all study materials and examination fee): $145.00
Shipping and Handling: $25 (per course)
***Textbooks are regularly revised to reflect recent tax code changes, new legislation and industry trends so you can stay current. Revised textbooks are shipped to students on the first day of the month of your selected testing quarter. Textbooks that are not under revision are shipped as soon as the registration is processed. Please contact a Professional Education counselor if you have questions about textbook revisions.*** Three Easy Ways to Register Online
Create your user account and register for your course here. Mail or Fax
Download the course registration (pdf) form here and return via mail or fax Phone
Call a Professional Education counselor (Monday-Friday 8 a.m. - 7 p.m. ET)
888-263-7265
For more information, please contact The American College LUTCF/FSS department:
Tell us what classes you're interested in here, and we'll contact you.
All requests for refunds must be made in writing to the Office of Professional Education , The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. We will refund your tuition (less a $155.00 cancellation fee) if a written request is received by the third week of class. * FA 290 Only: The American College will refund your tuition (less a $50.00 cancellation fee) if a written request is received up to 30 days from the course registration date.
Become a Moderator
If you have completed at least three courses in the LUTCF or FSS program, we invite you to become one of our live or online class moderators. Moderating a class is easy and offers you an opportunity to share your knowledge, network with colleagues and earn course credit free of charge. Interested in becoming a Moderator? Click here!
The American College and the National Assocaition of Insurance and Financial Advisors (NAIFA) jointly confer the LUTC Fellow (LUTCF) designation, which has been earned by more than 65,000 professionals. An advisory board, the Financial Services Training Council (FSTC), consisting of leading industry representatives, provides advice and counsel to ensure that the LUTCF and FSS designation programs meet the needs of the insurance and financial community and The College's standards of academic excellence.
