Financial Education for Securities, Banking, & Insurance Professionals.

2016 Annual Fund

Michael Rosenzweig

Michael Rosenzweig, CLU®, ChFC®
Chairman, Foundation Board of Directors
Rosenzweig Financial Services

We live in challenging times, which have been particularly stressful for the entire financial services community. Never has there been so much public concern about the professionalism and ethics of those connected with this industry.

But with challenges come opportunities. For our College, we have the opportunity to provide even greater learning opportunities to veteran professionals, as well as to new colleagues.

We all have many demands on our resources. Our support is essential, however, if our College is to remain on the cutting edge of financial services. As a not-for-profit educational institution, our College depends on our contributions to strengthen our library, develop faculty research, and create new educational tools.

Please consider a gift of $100 or more in 2016. We count on your support as we:
  • Deliver high quality education to students 24/7 using the latest in web-based learning technology;
  • Build tailored training programs that meet specific needs of companies and agencies;
  • Advocate for our accredited industry designations with policy makers and the general public.

Your giving will demonstrate your leadership and commitment to professionalism, ethics and high standards in financial services.

You can depend on your College to help you practice the highest level of competence and integrity. I hope we can depend on you!



Contact Us

Phone: 800-821-8356 x1428

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)