Financial Education for Securities, Banking, & Insurance Professionals.

Board of Trustees

Linda S. Need
Linda S. Need, CFP®, CFA®, CAP®
Wells Fargo Insurances Services USA


David M. Anderson
TIAA-CREF Life Insurance Co.

Laurence Barton, CAP®, PhD
Chancellor (Ex Officio)
The American College

Wendy A. Benson,
MassMutual Financial Group

Lee V. Bethel, CLU®, CAP®, ChFC®,
Comprehensive Benefit Services, Inc.

Christopher O. Blunt, ChFC®, CAP®, CLU®
New York Life

Peter C. Browne, LUTCF
(Ex Officio)
PRB Wealth Management

Ron Carson, CFP®, ChFC®
Carson Wealth Management Group

Edward W. Cassidy
The Phoenix Companies

Nicholas M. Cecere, CLU®, ChFC®, LUTCF
Principal Financial Group

George I. Connolly, JD, CLU®, ChFC®
Securian Financial Group

Susan M. Cooper, CFP®, CLU®, ChFC®, CAP®
Penn Mutual Life Insurance Co.

Michael J. Corey
MJC Ventures, Inc.

Ralph L. "Chip" Crews, CLU®, ChFC®

Michael C. Davidson, MSM, CLU®, CAP®
Acting President & CEO (Ex Officio)
The American College

J. Scott Davison, CLU®, ChFC®
OneAmerica Financial Partners, Inc.

Michael Doughty
John Hancock Insurance

Caroline Feeney, CLU®, ChFC®
Prudential Insurance Co.

Anthony M. Garcia

Peter A. Golato, CLU®, ChFC®
Nationwide Financial

Randall H. Harbert, CLU®
State Farm Insurance Companies

Thomas H. Harris, CLU®, ChFC®
Penn Mutual Life Insurance Co.

Salene Hitchcock-Gear, JD
Ameritas Investment Corp.

Gary T. "Doc" Huffman, CLU®, ChFC®
Ohio National Financial Services

Fred H. Jonske
M Financial Group

Paul A. LaPiana, CFP®

Anne Long
NFP Life

Eugene F. LoVasco, JD, CPA, CLU®
(Ex Officio)
LoVasco Consulting Group

James J. Meehan, MSM
(Corporate Secretary)
1847 Financial

James A. Mitchell, CLU®, ChFC®
(Retired)IDS Life Insurance Company

Scott R. Perry
Bankers Life & Casualty Co.
CNO Financial Group

Robert B. Plybon, CLU®, ChFC®
Plybon & Associates

Reginald N. Rabjohns, CLU®, ChFC®
(Ex Officio)
New England Financial

Phillip C. Richards, CLU®, CFP®, RHU®
North Star Resource Group

Michael Rosenzweig, CLU®, ChFC®
Rosenzweig Financial Services

Albert J. "Bud" Schiff, CLU®, CAP®
Alvarez & Marsal

Todd M. Schoon, JD, CLU®, ChFC®
Past Chair (Ex Officio)
Northwestern Mutual

Robert D. Shapiro, CLU®
The Shapiro Network, Inc.

Frederick J. Sievert MSM
(Retired) New York Life Insurance Co.

Nikki L. Sorum
Thrivent Financial for Lutherans

Jon S. Stenberg, ChFC®
Ameriprise Financial

Thomas P. Tooley, CLU®, ChFC®
Lincoln Financial Distributors, Inc

Leo C. Tucker, CLU®
The Washington Group

Mary A. Weiss, PhD
Temple University

Robert J. Wernecke, CLU®
ECA Financial Services Inc.

Doyle J. Williams, CLU®, ChFC®
COUNTRY Financial

Robert "Bucky" Wright
AXA Advisors, LLC


Contact Us

Phone: 800-821-8356 x1462

Hours: M–F 9:30 a.m. – 5 p.m. ET

Send Us an Email

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)