Financial Education for Securities, Banking, & Insurance Professionals.

David A. Littell, JD, ChFC®, CFP®

» Codirector of the New York Life Center for Retirement Income
» Joseph E. Boettner Chair in Research
» Professor of Taxation

Areas Of Expertise:
Employee Benefits, Executive Compensation, Pension Planning, Qualified Plans, Retirement Planning, Social Security

In this position, he is responsible for course and textbook development for HS 326 Planning for Retirement Needs and HS 352 Financial Decisions for Retirement. He is also responsible for the HS 350 course, Understanding the Older Client, and serves as the coordinator for the CASL®program. He also is the Codirector of the New York Life Center for Retirement Income which provides education to financial advisors involved in retirement income planning.  

He speaks regularly to financial advisors on pensions, retirement planning, and working with older clients. Professor Littell has also co-authored several books associated with American College courses: Planning for Retirement Needs, Financial Decision Making at Retirement, and The Practitioner's Guide to Advanced Pension Topics. He has published numerous articles for such periodicals as the Journal of Financial Service Professionals, FOCUS, Compensation and Benefits Management, and Benefits Quarterly. In 1997, Professor Littell won an Article Award from the Certified Financial Planner Board of Standards. He also has served on several CFP® item writing committee groups for the CFP Board of Examiners.

A native of Chicago, Professor Littell holds a BA degree in psychology from Northwestern University and earned his JD at the Boston University School of Law. Professor Littell, who resides in Ardmore, PA, is also actively involved in the sport of fencing. He was a member of the 1988 U.S. Olympic Fencing Team and was a fencing coach at Haverford College from 1999 to 2006.

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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)