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

  • Sophia Duffy, JD, CPA

    JD, Temple University
    BS, Rutgers University

    » Interim Chief Academic Officer & Associate Dean

  • 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

  • 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

  • David Nanigian, PhD

    BBA, San Diego State University
    MBA, UC Irvine
    PhD, Texas Tech University

    » Associate Professor of Investments

  • 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

  • Salvatore F. Farina, CLF®, CLU®, ChFC®

    BS, New York Institute of Technology
    MSM, The American College

    » Adjunct Professor of Management
    » Joseph-Liddy Chair in Practice Management

  • 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)