Certified Financial Planner Certificate

Faculty

Warren Arnold

Warren Arnold is a vice president at the Northern Trust Company in Chicago. As a financial consultant in the Personal Financial Services business unit, he works with private business owners and corporate executives. Arnold specializes in financial planning and investment management with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management. Prior to joining Northern Trust, Arnold was a financial planner with Sullivan, Bruyette, Speros, & Blayney and with Harris Bank, specializing at both firms in comprehensive financial planning for high-net-worth individuals. A chartered financial analyst, certified financial planner, and chartered financial consultant, Arnold received a BS in electrical engineering from the University of Illinois at Urbana-Champaign and an MBA from DePaul University.

Currently teaching:Investment Planning
Financial Plan Development and Presentation

Thomas Canale

Thomas Canale is managing director and wealth management adviser at Northwestern Mutual Financial Network/McTigue Financial Group, where he began his career as a financial representative in 1995 after graduating from Marquette University. Canale has built his practice by specializing in working with business owners, self-employed professionals, and individuals or families with special needs. In 2000 he was appointed field director for Northwestern Mutual–Rosemont to assist in recruiting and developing new financial representatives. Three years later Canale was appointed managing director in the network office, with his responsibilities expanding to include identifying a location to create a new local market presence. His most recent undertaking was the 2004 opening of Northwestern Mutual–Rosemont’s newest district office near O’Hare Airport. Canale’s numerous industry achievements include qualifying for the Million Dollar Round Table (2000–08). A Chicago native, he is a board member for the Chicago Association of Retarded Citizens.

Currently teaching:Introduction to Financial Planning

Sharon Egan

Sharon Egan has been a certified financial planner licensee since 1997. A financial adviser at Turner Financial Services, Egan focuses her practice on the needs of professional women. She is also the director of programs for the Financial Planning Association of Illinois. Prior to joining Turner Financial, Egan was a commercial banker in the banking industry for over 20 years, holding positions at Bank of America, First Chicago, and LaSalle Bank. She also served at the Options Institute, the educational arm of the Chicago Board Options Exchange. Egan is a speaker for various community groups, advocating financial literacy for people of all ages. She holds an MBA from Indiana University–Bloomington.

Currently teaching:Insurance Planning

Howard Sorkin

Howard L. Sorkin is an active financial planner with an office in Park Ridge, Illinois, and provides securities and investment advisory services as a registered principal with Voya Financial Advisors. After starting his financial services career in 1972 as an independent insurance broker, he became a registered representative and an investment adviser representative. In 1974 Sorkin joined the Mid-America Commodity Exchange, and three years later he joined the Chicago Board of Trade as an associate member in the emerging financial futures market, trading long-term treasury bonds and the yield curve. Sorkin has also actively traded in the stock index markets and served as a professional equity trader at the Chicago Stock Exchange. In 2006 he was featured in Kiplinger’s Personal Finance under “Who’s Who in Financial Planning in Illinois.” A highly sought-after speaker on investments and retirement planning, Sorkin has participated in numerous educational programs. Over the past 30 years he has lectured across the country at the college level and beyond to thousands of students, educators, and investors as well as professional traders and investment advisers about financial markets, investments, and retirement planning. He has also taught numerous courses on financial markets for the Chicago Board of Trade and the Commodities Learning Institute. In conjunction with Exchange Analytics he developed and taught an ethics course for commodity traders in 2003 at the Winnipeg Canada Commodity Exchange. Since 1996 Sorkin has taught at various universities for the Certified Financial Planning Program, offering courses on financial planning, life insurance planning, employee benefits, long-term care insurance, annuities, retirement planning, and investments planning. Author of many articles on annuities and financial matters for seniors, Sorkin coauthored the book Cliffs Notes: Planning Your Retirement, published in 2000.

Currently teaching:Estate Planning

James Stinson

Jim Stinson is the Managing Director and Wealth Management Advisor with Northwestern Mutual - Chicago. Jim strives to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He works with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality. He helps find the right solutions for personal, family or business needs.

Currently teaching:Investment Planning

Charles Williams

Charles Williams is a managing director with Sheridan Road, where he focuses on its retirement plan consulting business. Previously Williams worked for Leumi Investment Services as a senior investment adviser and retirement plans coordinator, specializing in financial planning, asset management, and corporate plan services for high-net-worth business owners. Williams was also involved in corporate retirement plan design, sales, and implementation for domestic clients. A chartered retirement plans specialist, accredited investment fiduciary, accredited asset management specialist, chartered retirement planning counselor, and certified financial planner, he holds Series 6, 7, 24, and 66 licenses as well as life and health insurance licenses. Williams received an BS in finance from DePaul University and an MBA with a concentration in marketing from DePaul’s Kellstadt Graduate School of Business.

Currently teaching:Retirement Planning and Employee Benefits

James Zacher

Currently teaching:Income Tax Planning