Financial Education for Securities, Banking, & Insurance Professionals.

Wade D. Pfau, PhD, CFA

» Professor of Retirement Income

Areas Of Expertise:
Annuities, Investments, Portfolio Management, Retirement Planning

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the new Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He is a past selectee for the InvestmentNews Power 20 for people expected to shape the financial advisory industry, and is a recipient of Financial Planning magazine’s Influencer Awards. His research article on “safe savings rates” won the inaugural Journal of Financial Planning Montgomery-Warschauer Editor’s Award, and his work on evaluating the outcomes of different retirement income strategies received an Academic Thought Leadership Award from the Retirement Income Industry Association. He has also served as a past curriculum director for that organization’s Retirement Management Analyst (RMA) designation program, and he has contributed to the curriculum of The American College’s Retirement Income Certified Professional (RICP) designation. He holds a doctorate in economics from Princeton University, and he has published research on retirement planning in a wide variety of academic and practitioner research journals. He is also an active blogger on retirement research, maintains the educational Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, Wall Street Journal, Money Magazine, and SmartMoney. See his Google+ profile for contact information.

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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)