DEPARTMENT OF INSURANCE

Provider Information

PR025: American College, The
PSI Provider Number:	S10203
Provider Type:	Independent
CE Certification Date:	4/16/1990
PL Certification Date:	10/2/2002
Address:	630 ALLENDALE ROAD STE 400 King Of Prussia, PA 19406
Contact:	L Quincy Waldron
Telephone:	610-526-1353
Status:	Active
Termination Date:	N/A
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Continuing Education Course Information [View Pre-License Course Information]

If a status is Pending or Pending Replacement click on it for more details.

Active Course Information

Course Number	PSI Course Number	Course Name
555	C80194	CE128 Ethics for Financial Services Professionals
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	5/9/2022	N/A

Course Number	PSI Course Number	Course Name
555	C80194	CE128 Ethics for Financial Services Professionals
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	5/9/2022	N/A

Course Number	PSI Course Number	Course Name
570	C26851	FA 203 Essentials for Meeting Client Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	13	Life and Health	Correspondence - Self-Study	3/18/2024	N/A

Course Number	PSI Course Number	Course Name
570	C26851	FA 203 Essentials for Meeting Client Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	13	Life and Health	Correspondence - Self-Study	3/18/2024	N/A

Course Number	PSI Course Number	Course Name
569	C26849	FA 203 Essentials for Meeting Client Needs Ethics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	3/18/2024	N/A

Course Number	PSI Course Number	Course Name
569	C26849	FA 203 Essentials for Meeting Client Needs Ethics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	3/18/2024	N/A

Course Number	PSI Course Number	Course Name
568	C26702	FA 222 Essentials Of Insurance & Financial Needs(E
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	2/6/2024	N/A

Course Number	PSI Course Number	Course Name
568	C26702	FA 222 Essentials Of Insurance & Financial Needs(E
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	2/6/2024	N/A

Course Number	PSI Course Number	Course Name
567	C26701	FA 222 Essentials of Insurance & Financial Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	13	General Insurance Principles	Correspondence - Self-Study	2/6/2024	N/A

Course Number	PSI Course Number	Course Name
567	C26701	FA 222 Essentials of Insurance & Financial Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	13	General Insurance Principles	Correspondence - Self-Study	2/6/2024	N/A

Course Number	PSI Course Number	Course Name
343	C44171	FA 290 Ethics for Financial Service Professionals
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Ethics	Correspondence - Self-Study	6/9/2003	N/A

Course Number	PSI Course Number	Course Name
343	C44171	FA 290 Ethics for Financial Service Professionals
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Ethics	Correspondence - Self-Study	6/9/2003	N/A

Course Number	PSI Course Number	Course Name
521	C20892	FP 99 Foundations of Financial Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	32	Life and Health	Correspondence - Self-Study	5/21/2014	N/A

Course Number	PSI Course Number	Course Name
521	C20892	FP 99 Foundations of Financial Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	32	Life and Health	Correspondence - Self-Study	5/21/2014	N/A

Course Number	PSI Course Number	Course Name
397	C63864	Foundations of Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	29	Life	Classroom - Correspondence Toward Designation	10/23/2006	N/A

Course Number	PSI Course Number	Course Name
397	C63864	Foundations of Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	29	Life	Classroom - Correspondence Toward Designation	10/23/2006	N/A

Course Number	PSI Course Number	Course Name
475	C05751	GS 839 Planning for Philanthropic Impact
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life / Variable	Correspondence - Self-Study	3/30/2010	N/A

Course Number	PSI Course Number	Course Name
475	C05751	GS 839 Planning for Philanthropic Impact
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life / Variable	Correspondence - Self-Study	3/30/2010	N/A

Course Number	PSI Course Number	Course Name
478	C06875	GS 849 Charitable Strategies
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	7/14/2010	N/A

Course Number	PSI Course Number	Course Name
478	C06875	GS 849 Charitable Strategies
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	7/14/2010	N/A

Course Number	PSI Course Number	Course Name
473	C05201	GS 859 - Gift Planning in a Nonprofit Context
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	2/18/2010	N/A

Course Number	PSI Course Number	Course Name
473	C05201	GS 859 - Gift Planning in a Nonprofit Context
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	2/18/2010	N/A

Course Number	PSI Course Number	Course Name
566	C26156	HS 300 Fundamentals of Financial Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	28	Life and Health	Correspondence - Self-Study	8/28/2023	N/A

Course Number	PSI Course Number	Course Name
566	C26156	HS 300 Fundamentals of Financial Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	28	Life and Health	Correspondence - Self-Study	8/28/2023	N/A

Course Number	PSI Course Number	Course Name
565	C26157	HS 300 Fundamentals of Financial Planning(Ethics)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	8/28/2023	N/A

Course Number	PSI Course Number	Course Name
565	C26157	HS 300 Fundamentals of Financial Planning(Ethics)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	8/28/2023	N/A

Course Number	PSI Course Number	Course Name
371	C57908	HS 311 Fundamentals of Insurance Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life, Health, Property & Casualty	Classroom - Correspondence Toward Designation	4/25/2005	N/A

Course Number	PSI Course Number	Course Name
371	C57908	HS 311 Fundamentals of Insurance Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life, Health, Property & Casualty	Classroom - Correspondence Toward Designation	4/25/2005	N/A

Course Number	PSI Course Number	Course Name
290	C10207	HS 321 Income Taxation
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
290	C10207	HS 321 Income Taxation
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
557	C80437	HS 323 Tools & Techniques of Life Ins Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	General Insurance Principles	Classroom	7/19/2022	N/A

Course Number	PSI Course Number	Course Name
557	C80437	HS 323 Tools & Techniques of Life Ins Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	General Insurance Principles	Classroom	7/19/2022	N/A

Course Number	PSI Course Number	Course Name
558	C24185	HS 324 Legal Aspects of Life Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	24	General Insurance Principles	Correspondence - Self-Study	7/19/2022	N/A

Course Number	PSI Course Number	Course Name
558	C24185	HS 324 Legal Aspects of Life Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	24	General Insurance Principles	Correspondence - Self-Study	7/19/2022	N/A

Course Number	PSI Course Number	Course Name
293	C10212	HS 326 Planning for Retirement Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
293	C10212	HS 326 Planning for Retirement Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
294	C10213	HS 328 Investments
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
294	C10213	HS 328 Investments
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
295	C10215	HS 330 Fundamentals of Estate Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
295	C10215	HS 330 Fundamentals of Estate Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	10/1/2002	N/A

Course Number	PSI Course Number	Course Name
545	C94342	HS 347 Contemporary Apps. in Financial Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	30	Life, Health, Property & Casualty	Correspondence - Self-Study	1/23/2018	N/A

Course Number	PSI Course Number	Course Name
545	C94342	HS 347 Contemporary Apps. in Financial Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	30	Life, Health, Property & Casualty	Correspondence - Self-Study	1/23/2018	N/A

Course Number	PSI Course Number	Course Name
550	C11254	HS 348 Wealth Management Certified Professional
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	31	Life and Health	Correspondence - Self-Study	8/13/2018	N/A

Course Number	PSI Course Number	Course Name
550	C11254	HS 348 Wealth Management Certified Professional
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	31	Life and Health	Correspondence - Self-Study	8/13/2018	N/A

Course Number	PSI Course Number	Course Name
502	C99375	HS 353 Retirement Income Process, Strat., & Sol.
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	6/26/2012	N/A

Course Number	PSI Course Number	Course Name
502	C99375	HS 353 Retirement Income Process, Strat., & Sol.
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	6/26/2012	N/A

Course Number	PSI Course Number	Course Name
508	C66785	HS 354 Sources of Retirement Income
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life / Variable	Correspondence - Self-Study	11/12/2012	N/A

Course Number	PSI Course Number	Course Name
508	C66785	HS 354 Sources of Retirement Income
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life / Variable	Correspondence - Self-Study	11/12/2012	N/A

Course Number	PSI Course Number	Course Name
511	C11562	HS 355 Managing Retirement Income Plan - Ethics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Classroom	3/5/2013	N/A

Course Number	PSI Course Number	Course Name
511	C11562	HS 355 Managing Retirement Income Plan - Ethics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Classroom	3/5/2013	N/A

Course Number	PSI Course Number	Course Name
510	C11486	HS 355 Managing the Retirement Income Plan
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	Life and Health	Correspondence - Self-Study	3/5/2013	N/A

Course Number	PSI Course Number	Course Name
510	C11486	HS 355 Managing the Retirement Income Plan
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	Life and Health	Correspondence - Self-Study	3/5/2013	N/A

Course Number	PSI Course Number	Course Name
487	C09135	HS 376 Legal/Financial Issues-Spec Needs Families
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life	Correspondence - Self-Study	1/11/2011	N/A

Course Number	PSI Course Number	Course Name
487	C09135	HS 376 Legal/Financial Issues-Spec Needs Families
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life	Correspondence - Self-Study	1/11/2011	N/A

Course Number	PSI Course Number	Course Name
497	C96469	HS 377 Financial Planning for Special Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	16	Life	Classroom	8/29/2011	N/A

Course Number	PSI Course Number	Course Name
497	C96469	HS 377 Financial Planning for Special Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	16	Life	Classroom	8/29/2011	N/A

Course Number	PSI Course Number	Course Name
561	C24803	HS331 Planning for Business Owners & Professionals
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Correspondence - Self-Study	10/25/2022	N/A

Course Number	PSI Course Number	Course Name
561	C24803	HS331 Planning for Business Owners & Professionals
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Correspondence - Self-Study	10/25/2022	N/A

Course Number	PSI Course Number	Course Name
571	C100237	KNOWING THE TRUTH THE WHOLE TRUTH AND PROVIDING FOR IT
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	9/23/2024	N/A

Course Number	PSI Course Number	Course Name
571	C100237	KNOWING THE TRUTH THE WHOLE TRUTH AND PROVIDING FOR IT
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	9/23/2024	N/A

Course Number	PSI Course Number	Course Name
363	C54620	LUTC 202 Techniques for Meeting Client Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life	Classroom - Correspondence Toward Designation	7/16/2004	N/A

Course Number	PSI Course Number	Course Name
363	C54620	LUTC 202 Techniques for Meeting Client Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life	Classroom - Correspondence Toward Designation	7/16/2004	N/A

Course Number	PSI Course Number	Course Name
353	C46627	LUTC 251 Essentials of Business Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	11/3/2003	N/A

Course Number	PSI Course Number	Course Name
353	C46627	LUTC 251 Essentials of Business Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	36	Life and Health	Classroom - Correspondence Toward Designation	11/3/2003	N/A

Course Number	PSI Course Number	Course Name
356	C52569	LUTC 257 Essentials of Life Insurance Products
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Classroom - Correspondence Toward Designation	3/17/2004	N/A

Course Number	PSI Course Number	Course Name
356	C52569	LUTC 257 Essentials of Life Insurance Products
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Classroom - Correspondence Toward Designation	3/17/2004	N/A

Course Number	PSI Course Number	Course Name
572	C101470	RICP 353 RETIREMENT INCOME PROCESS STRATEGIES & SOLUTIONS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life	Correspondence - Self-Study	10/23/2025	N/A

Course Number	PSI Course Number	Course Name
572	C101470	RICP 353 RETIREMENT INCOME PROCESS STRATEGIES & SOLUTIONS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life	Correspondence - Self-Study	10/23/2025	N/A

Course Number	PSI Course Number	Course Name
369	C56477	Techniques for Exploring Personal Markets
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	31	Life	Classroom - Correspondence Toward Designation	1/4/2005	N/A

Course Number	PSI Course Number	Course Name
369	C56477	Techniques for Exploring Personal Markets
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	31	Life	Classroom - Correspondence Toward Designation	1/4/2005	N/A

Course Number	PSI Course Number	Course Name
563	C25377	WMCP 261 Efficient Investment Portfolios
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	29	Life and Health	Correspondence - Self-Study	3/8/2023	N/A

Course Number	PSI Course Number	Course Name
563	C25377	WMCP 261 Efficient Investment Portfolios
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	29	Life and Health	Correspondence - Self-Study	3/8/2023	N/A

Course Number	PSI Course Number	Course Name
559	C24646	WMCP 360 Introduction to Goal-Based Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	18	Life and Health	Correspondence - Self-Study	9/20/2022	N/A

Course Number	PSI Course Number	Course Name
559	C24646	WMCP 360 Introduction to Goal-Based Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	18	Life and Health	Correspondence - Self-Study	9/20/2022	N/A

Course Number	PSI Course Number	Course Name
560	C24791	WMCP 360 Introduction to Goal-Based Planning_ETH
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	10/25/2022	N/A

Course Number	PSI Course Number	Course Name
560	C24791	WMCP 360 Introduction to Goal-Based Planning_ETH
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	10/25/2022	N/A

Course Number	PSI Course Number	Course Name
562	C25360	WMCP 361 Efficient Investment Portfolios-Ethics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	3/3/2023	N/A

Course Number	PSI Course Number	Course Name
562	C25360	WMCP 361 Efficient Investment Portfolios-Ethics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	3/3/2023	N/A

Course Number	PSI Course Number	Course Name
564	C25755	WMCP 362 Strategic Wealth Management
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	29	Life and Health	Correspondence - Self-Study	5/11/2023	N/A

Course Number	PSI Course Number	Course Name
564	C25755	WMCP 362 Strategic Wealth Management
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	29	Life and Health	Correspondence - Self-Study	5/11/2023	N/A