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Initial Group of Financial Professionals Receive Designations

New York, NY, April 21, 2003 The American Institute of Financial Gerontology (AIFG) held its inaugural program for the Certified Financial GerontologistTM designation during the second week of March. The educational program was held in conjunction with the 2003 Joint Conference of the National Council on the Aging (NCOA) and the American Society on Aging (ASA) in Chicago, Illinois. The Joint Conference attracted more than 4,000 attendees.

The curriculum included an intensive core course of study held over a period of 2 days, followed by third day devoted to a set of elective courses offered as part of the Joint Conference. AIFG students could select from among electives of special relevance to their work, their market, or their interests. Students were able to complete all educational requirements for the Certified Financial Gerontologist designation during the 3-day period, having received most of the reading materials in advance. The Comprehensive Examination was successfully passed by 80% of the students.

"Our multidisciplinary approach to financial gerontology education, taught by a team of nationally-known academics and practitioners, provides AIFG students with the information and the techniques for successfully dealing with older clients and their families," noted Neal E. Cutler, Ph.D., Dean of AIFG. "The enthusiasm and professional diversity of this first class of Certified Financial Gerontologists testify to the positive impact that the AIFG program will have on financial practice."

Feedback from the inaugural group of students was strongly positive. "Very insightful...", "Outstanding information and guidance...", and "Extraordinary faculty..." were among the numerous favorable comments received.

The curriculum was developed by AIFG in partnership with ASA and Widener University. Beginning with a Wealth Span approach to the financial implications of population, individual, and family aging, the core curriculum examines the biological and psychological dynamics of aging, and then explores approaches to financing longevity, and "preventative ethics" to deal with the ethical and legal dilemmas unique to working with an aging clientele. Elective choices focus on family aging, the national aging network of community resources, and strategies for financing long-term care. Students gain from an academically-based and practically-focused education program that is uniquely designed for those dealing with the increasing complexity of financial and health issues facing millions of Baby Boomers and their aging parents.

Graduates of the Certified Financial Gerontology program gain the knowledge and skills to:

  • Deliver comprehensive financial solutions in light of the older client¡¦s broad-based needs,

  • Enhance their credibility and competitive advantage in the marketplace, and

  • Increase sales or fee income while also improving their service to clients.

According to John N. Migliaccio, Ph.D., president of AIFG, "The inaugural program in Chicago hit a financial gerontology home run. The courses and instructors did an outstanding job equipping our graduates to work with older clients and families in developing financial strategies."

Two additional AIFG sessions are scheduled in the summer of 2003, in conjunction with the ASA Summer Series on Aging. The west coast program is scheduled for June 23-26 in San Francisco, and the east coast program is scheduled for July 14-17 in Philadelphia. Financial professionals who would like more information about becoming a Certified Financial Gerontologist or to register for the program should visit


The American Institute of Financial Gerontology (AIFG) provides unparalleled education, support, and certification to financial professionals advising older consumers and their families regarding wealth span planning. AIFG's mission is to be the preeminent educator to those wishing to provide expert, unbiased financial planning information, client-oriented health/wealth solutions and ethical service to older consumers and their families. For more information, please visit


The American Society on Aging (ASA) is the nation's largest association of professionals working in the field of aging. ASA's mission is to increase the knowledge and strengthen the commitment of professionals working with and on behalf of older adults and their families. Its membership includes professionals from every area of healthcare and social services, older adult programs at the community level, academia, and the business community. Visit ASA online at


Based in Chester, PA, Widener University is one of the leading educational institutions building university-based programs for professionals who choose careers to serve the financial needs of the senior market. Founded in Wilmington, Delaware in 1821, Widener is a private, non-profit, doctoral/research intensive institution. For more information about the university, visit


Press Office
American Institute of Financial Gerontology

Jim Emerman, Senior Vice President
American Society on Aging

Karen Toth, Public and Media Relations
Widener University

© 2015 American Institute of Financial Gerontology.
Registered Financial Gerontologist is a trademark of AIFG.