Financial Education for Securities, Banking, & Insurance Professionals.

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In The News

View All Media - Think You Can Handle Retirement Planning? Most People Can't Pass This Quiz InvestmentNews - The Hazards of Securities-Based Lending as a Source of Retirement Income Morningstar - 5 Ways to Improve the President's Retirement Initiative Bankrate - Obama's Mixed Message on Saving The Wall Street Journal - Mini Bonds: More Fun, More Risk - Would you base your market bets on the Super Bowl? - Article by President Bob Johnson MainStreet - Diversifying Your Portfolio Is Now Less of a Priority As Global Markets Are Linked - Featuring President Bob Johnson AARP - Can You Pass This Retirement Planning Quiz? - Featuring The American College's RICP® Retirement Literacy Survey MainStreet - Exactly How Bad Are Americans at Planning for Retirement? - Featuring Professor David Littell MainStreet - Why the January Effect Exists and How Investors Can Capitalize On It - Featuring President Bob Johnson LifeHealthPro - RICP®: My Impression Insurance News Net - Retirement: The Ultimate Final Exam - Featuring Professor David Littell USA Today - Investors, it's time to believe in Santa - Featuring President Bob Johnson Investment News - Americans have a low retirement IQ - Featuring Professor David Littell Washington Post - Are You Smart Enough to Retire? - Featuring Professor David Littell The Philadelphia Inquirer - Monday Money Tip: Delving into owning digital assets - Featuring Professor Jamie Hopkins The New York Times - Before the Advice, Check Out the Adviser - Featuring Professor Craig Lemoine MainStreet - Index Fund Investing: Is This Strategy Too Big or Inefficient? - Featuring President Bob Johnson The Chicago Tribune - How to Choose a Retirement Funds Advisor - Featuring Professor Wade Pfau Associated Press - A New Way of Thinking About Asset Allocation in Retirement - Featuring Insights from Professsor Wade Pfau Forbes - Treasury Finalizes Rules For New Retirement Savings Account: The myRA - By Professor Jamie Hopkins Investor's Business Daily - Choose the Right Time to Recruit The Right Managers - Featuring Bob Plybon, CLU®, ChFC® Reverse Mortgage Daily - Here's How One Finance Professor Came Around to Reverse Mortgages - Featuring Professor Wade Pfau - Focus on Philanthropy? There's a Designation for That - Featuring Professor Phil Cubeta
MarketWatch - White House Tries, Again, to Cap Retirement Accounts MainStreet - Is This the End of the Roth IRA? Obama's Budget Could Hurt Your Retirement Savings Chicago Tribune - What's your retirement IQ? Erickson Tribune - Are you retirement planning-literate? - Featuring Professor David Littell InvestmentNews - Secrets for successful withdrawal strategies in retirement - Featuring Professor Wade Pfau The Wall Street Journal - A New Tool to Make Your Money Last - Featuring Professor Wade Pfau MainStreet - Interest Rates Will Rise Modestly in 2015, Borrowing Costs to Remain Low - Featuring President Bob Johnson Virtual-Strategy - John J. Suszynski III, RICP®, of Wealth Navigators Honored With the 2015 Five Star Wealth Manager Award LifeHealthPro - 5 traits of great leaders - Featuring Paul Finch, CLU®, ChFC®, CASL®, RICP®, November 2014 Alumnus of the Month Mainstreet - How the Third Year of Presidential Term Boosts Stock Returns - Featuring President Bob Johnson InvestmentNews - Retirement readiness: 15% salary deferrals are the new 10% for 401(k)s - Featuring Professor Wade Pfau The American College - Crash Course Needed: Four Out of Five Americans Fail When Quizzed on How to Make Their Nest Eggs Last - Featuring Professor David Littell MainStreet - How Women Can Protect Assets From Unexpected Divorce and a Lower Standard of Living in Retirement - Featuring Professor David Littell Wall Street Journal - How to Think About Risk in Retirement - Featuring Professor Wade Pfau Wall Street Journal - Financial Planners Tackle Gay Marriage (video) - Featuring Professor Craig Lemoine Forbes - Misconceptions and Overconfidence Hurting Retirement, New Research Shows - By Professor Jamie Hopkins CNBC - Americans' retirement know-how rates 'F': Survey - Featuring Professor David Littell USA Today - Americans get failing grades in retirement knowledge - Featuring Professor David Littell USA Today - Powell: Retiree stats, etc., to be thankful for - Featuring Dr. Robert Johnson, President & CEO MarketWatch - Do you need a 'safety-first' retirement plan? - Featuring Professor Wade Pfau Fox Business - Over Age 50? How to Catch Up on Retirement Savings - Featuring Professor David Littell LifeHealthPro - How to get started in the insurance business - by Michael F. Broderick, CFP®, CLU®, ChFC®, CAP®; September 2014 Alumnus of the Month
Programs of Study
Centers of

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)