Financial Education for Securities, Banking, & Insurance Professionals.

  • Robert R. Johnson, PhD, CFA®, CAIA®

    BSBA, University of Nebraska
    MBA, Creighton University
    PhD, University of Nebraska-Lincoln

    » President & Chief Executive Officer

  • Michael Finke, PhD, CFP®

    PhD in Finance, University of Missouri
    PhD in Consumer Sciences, The Ohio State University
    MS, The Ohio State University
    BS in Economics, The Ohio State University
    BA in English, The Ohio State University

    » Dean and Chief Academic Officer

  • Faculty
  • Larry Barton, CAP®, PhD

    AB, Boston College
    MALD, The Fletcher School of Law and Diplomacy at Tufts University
    PhD, Boston University.

    » O. Alfred Granum Chair in Management
    » Professor of Management

  • Adam S. Beck, JD

    BS, George Washington University
    JD, Temple University

    » Assistant Professor of Health Insurance
    » Director of the MassMutual Center for Special Needs

  • Glenn Boseman, DBA, CLF®, CLU®

    BS, Campbell University
    MBA, East Carolina University
    DBA, Kent State University

    » Dean, Irwin Graduate School
    » Roger Hull-James S. Bingay Chair of Leadership
    » Professor of Leadership

  • C. W. Copeland, PhD

    BS, Tuskegee University
    MS, Georgia Tech
    PhD, University of Georgia

    » Assistant Professor of Insurance

  • Philip Cubeta, CAP®, ChFC®, CLU®

    BA, Williams College
    MA, Oxford University
    MA, MPhil., Yale University
    MSFS,The American College

    » Sallie B. and William B. Wallace Chair in Philanthropy
    » Assistant Professor of Philanthropy

  • Benjamin F. Cummings, Ph.D., CFP®

    BS, Psychology, Utah State University
    PhD, Personal Financial Planning, Texas Tech University

    » Associate Professor of Behavioral Finance

  • Sophia Duffy, JD, CPA

    JD, Temple University
    BS, Rutgers University

    » Associate Dean
    » Assistant Professor of Business Planning

  • Gerald J. Herbison, DBA, CASL®, ChFC®, CFP®, CLF®

    BS, Ithaca College
    MSM, The American College
    DBA, Wilmington University

    » Director of the CLF Program
    » Assistant Professor of Management

  • Jamie Patrick Hopkins, Esq., MBA, LLM, CLU®, RICP®

    BA, Davidson College
    JD, Villanova University
    MBA, Villanova University

    » Larry R. Pike Chair in Insurance & Investments
    » Associate Professor of Taxation
    » Co-Director of the New York Life Center for Retirement Income

  • Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®

    BS, University of Connecticut
    MA, University of Pennsylvania
    JD, Widener University, School of Law
    LLM, Villanova University, School of Law

    » Charles E. Drimal Professorship in Estate Planning
    » Professor of Taxation

  • Craig W. Lemoine, PhD, CFP®

    BS, Texas Tech University
    PhD, Texas Tech University

    » Jarrett L. Davis Distinguished Professorship in Financial Planning Technology
    » Associate Professor of Financial Planning
    » Director of the Northwestern Mutual Granum Center for Financial Security

  • David A. Littell, JD, ChFC®

    BA, Northwestern University
    JD, Boston University School of Law

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

  • Ajamu Loving, PhD

    BA, Morehouse College
    PhD, Texas Tech University

    » Assistant Professor of Financial Planning
    » Director of Academic Partnerships

  • Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS

    BS, Excelsior College
    MBA, University of Central Oklahoma
    ABD, Doctoral Candidate, (DBA) Wilmington University

    » Assistant Professor of Insurance
    » Charles J. Zimmerman Chair in Insurance Education

  • Melisande McCrae, PhD

    M.Ed., Penn State University
    PhD, Penn State University

    » Associate Dean of Academics
    » Associate Executive Director of the New York Life Doctoral Program
    » Assistant Professor of Research Methods

  • Kirk S. Okumura, MSFS, ChFC®

    BS, Penn State University
    MSFS, The American College of Financial Services

    » Academic Director, Financial Services Certified Professional® (FSCP®) Program

  • Wade D. Pfau, PhD, CFA

    BA, University of Iowa
    BS, University of Iowa
    MA, Princeton University
    PhD, Princeton University

    » Professor of Retirement Income

  • Julie Ragatz

    BA, University of Saint Thomas
    MA, Marquette University
    PhD Candidate, Temple University

    » Charles Lamont Post Chair of Ethics and the Professions
    » Assistant Professor of Ethics
    » Director of the Cary M. Maguire Center for Ethics in Financial Services

  • John Whitham, MLIS, MSIS

    MLIS, Drexel University
    MSIS, Drexel University
    BA, University of Pennsylvania

    » Head of Library Services
    » Assistant Vice President of Centers of Excellence and Organizational Outreach

  • Christopher P. Woehrle, JD, LLM

    BA, Cornell University
    JD, Villanova Law School
    LLM, Villanova Law School

    » Associate Professor of Taxation
    » The Guardian/Deppe Chair in Pensions and Retirement Planning

  • Walt Woerheide, PhD, ChFC®, CFP®

    BA, Brown University
    MBA, Washington University
    PhD, Washington University

    » Frank M. Engle Distinguished Chair in Economic Security Research
    » Professor of Investments

  • Jocelyn D. Wright, MBA, CFP®

    MBA, Howard University
    BS, University of Delaware

    » State Farm® Chair for Women and Financial Services
    » Assistant Professor of Women’s Studies
    » Director of the State Farm® Center for Women and Financial Services

Adjunct Faculty
  • Lee Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, ChHC®,

    BS, Morehouse College

    Adjunct Professor of Health Insurance

  • Nila G. Betof, PhD

    BS, Temple University
    MSW, University of Pennsylvania
    PhD, Temple University

    » Adjunct Professor of Management

  • Thomas M. Brinker, Jr., JD, LLM, ChFC®

    BS, St. Joseph's University
    MS, Taxation, Widener University
    JD, Columbia Pacific University
    LLM, Regent University, School of Law

    » Adjunct Professor of Taxation

  • Michael C. (Mike) Davidson, CLU®, CAP®, MSM

    BA, Central Missouri State University
    CLU®, CAP®, MSM, The American College

    » Adjunct Professor of Agency Excellence

  • Alan F. Friedman, PhD

    BA, University of California
    MS, California State University
    PhD, University of Cincinnati

    » Adjunct Professor of Psychology

  • Keith Hickerson, MSM

    BA, Duke University
    MSM, The American College

    » Executive Vice President and Chief Operating Officer
    » Professor of Leading Strategy Development

  • Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, RICP®

    BS, U.S. Air Force Academy
    MS, Air Force Institute of Technology

    » Adjunct Professor of Insurance

  • Sal Monastero

    BS, Economics, Villanova University
    MBA, Golden Gate University

    » President, Monastero Consulting Inc.

  • Mary Quist-Newins, ChFC®, CLU®, CFP®

    BA, University of Washington
    MBA, Garvin School of International Management

    »Adjunct Professor of Management

  • Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF

    BA, Villanova University
    MA, Duquesne University

    »Adjunct Professor of Insurance

  • Sandra Timmermann

    BA, University of Colorado
    Ed.D, Columbia University

    Adjunct Professor of Gerontology

  • Bryan Yackulic, MSM, CLF®

    BBA, James Madison University
    MSM, The American College

    » Assistant Director, CLF® Program

  • Juliana H. York

    BS, University of North Carolina - Ashville
    MIN, Georgia State University

    » Adjunct Professor of Health Insurance

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)