Program Overview

Certified Financial Planner, CFP Certificate Program

The Northwestern University Certified Financial PlannerTM program offers multiple CFP-Board-approved classes to fit your work/lifestyle. We have designed each program to meet your needs, whether you are a career changer or long-time planning professional, or if you prefer to learn in-person or online. Participants who pass all required courses will receive a certificate of completion from Northwestern University, one of the world’s top universities, which they can proudly display on their wall and share with their clients.

Summer 2016 registration now open! Register by June 7. Classes start June 21.*

*Please note that we are transitioning classes to our Chicago campus (Wieboldt Hall, 339 E Chicago Avenue). When registering for upcoming courses, make sure to note at which location the course will be held.

CFP® in the News

Our very own Sev Meneshian was featured in a discussion about Estate Planning on the WBEZ news show "Morning Shift with Tony Sarabia."   You can listen to the episode here: 

Baby Boomers question inheritance to children

 News Release:

NORTHWESTERN UNIVERSITY SCHOOL OF PROFESSIONAL STUDIES MAINTAINS CFP BOARD-REGISTERED PROGRAM STATUS CERTIFICATE PROGRAM IN FINANCIAL PLANNING

Chicago, April 1, 2016 – Northwestern University School Of Professional Studies in Chicago has maintained registration with Certified Financial Planner Board of Standards Inc. (CFP Board) to provide a financial planning certificate program.

            An independent certifying organization, CFP Board owns the CFP® and Certified Financial PlannerTM certification marks, which it awards to individuals who meet its education, examination, experience, ethics and other requirements.  Students completing the financial planning program at Northwestern University School of Professional Studies will have met the Education requirement for CFP® Certification Examination administered by CFP Board.

Weeknight Program

Next Introduction to Financial Planning Class Scheduled for Spring 2016

The weeknight program offers a skills-based approach, with assessments designed to simulate the daily life of a successful planner. Our instructors worked closely with the CFP Board to design this new curriculum.

Frequency and Location: Once a week at 440 S LaSalle Street in the Chicago Loop, plus some online assignments. *Please note that we are transitioning classes to our Chicago campus (Wieboldt Hall, 339 E Chicago Avenue). When registering for upcoming courses, make sure to note at which location the course will be held.

Time to Completion: As little as 14 months when students take concurrent classes.

Required Courses:

  • Introduction to Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Financial Plan Development and Presentation

VIEW PROGRAM COURSES

Best option for:

  • Career changers
  • Students who like meeting their instructor and peers in person
  • Professionals of all levels who want a more traditional learning experience

    Online Programs: Instructor Led and Self-Paced

    Frequency and Location: "Live" courses meet twice weekly; self-paced are on your own time.  All courses are online.

    Time to Completion: Approximately nine months 

    Required Courses:

    • Introduction to Financial Planning and Insurance Planning
    • Investment Planning
    • Income Tax Planning
    • Retirement Planning and Employee Benefits
    • Estate Planning
    • Financial Plan Development and Presentation

    To learn more visit our partner Dalton Education.

    Best option for:

    • Professionals who have worked as a financial advisor or planner
    • Students who want the option to take classes from anywhere "on the go"
    • People comfortable with technology and those that are highly self-motivated

      CFP® Exam Review

      Northwestern University School of Professional Studies has selected The Dalton Review® as the exclusive review for our CFP® certification education programs. The Dalton Review provides students with a high quality curriculum and is led by outstanding faculty. To learn more, visit our exam preparation page.

      Certified Financial Planner ™ and federally registered CFP® (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards, Inc. Northwestern University does not certify individuals to use the CFP®, Certified Financial Planner™; and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

      Core Courses:

      • FN_EXTND 300-0 Intro to Financial Planning
      • FN_EXTND 301-0 Insurance Planning
      • FN_EXTND 312-0 Investment Planning
      • FN_EXTND 313-0 Income Tax Planning
      • FN_EXTND 314-0 Retirement Planning and Employee Benefits
      • FN_EXTND 315-0 Estate Planning
      • FN_EXTND 320-0 Financial Plan Development and Presentation