On-Campus Program: Weeknight CFP Courses and Class Schedule

Complete the certificate in 14 to 18 months by
  • Taking more than one course at a time at least once during the program such as Income Tax, Estate or Retirement Planning. (Taking more than two courses per term is not recommended.)
  • Taking the Introduction and Investment course by themselves (i.e. do not double up).
  • Taking the Financial Plan Development and Presentation course by itself at the end of the program. (Per CFP Board no exceptions will be made.)

Program Schedule:
Courses are held according to the schedule below, but may be subject to change.

Registration tips:

  • Click on a course link to register.  
  • To see the dates and prices for multiple courses, filter by term.

Course Registration for Other Programs

Online CFP Program


Online CPA Exam Preparation

Annual Schedule

FALL WINTER SPRING SUMMER
300-0 Intro to Financial Planning X   X
301-0 Insurance Planning   X   X
312-0 Investment Planning X   X
313-0 Income Tax Planning X X
314-0 Retirement Planning and Employee Benefits X X
315-0 Estate Planning X X

320-0 Financial Plan Development and Presentation (Capstone) *Only offered during the Fall and Spring terms. Please plan your schedule with this in mind.

X X

Sample Standard Course Plan

Fall Start

YEAR 1

YEAR 2

FALL Intro Estate
WINTER Insurance Retirement
SPRING Income Tax Financial Plan
SUMMER Investment [July Exam]

Sample Accelerated Course Plan

Fall Start

YEAR 1

YEAR 2

FALL Intro Financial Plan
WINTER Insurance + Retirement [March Exam]
SPRING Income Tax + Estate
SUMMER Investment



Professional Development Programs

CERTIFIED FINANCIAL PLANNER ™ Certification Education Program
FN_EXTND 300-0 Introduction to Financial Planning *Core Course

This course will introduce you to the profession of Financial Planning and the personal Financial Planning Process. This is the first course in the series of classes which will qualify you to sit for the Certified Financial Planner exam. Through assigned readings, lectures, class discussions, problem sets, and an experiential learning project, you will gain an overview of the financial planning profession and obtain the knowledge necessary to define the scope of the financial planner/client relationship, identify and gather client financial data and goals, and begin to analyze and evaluate the client’s financial needs. You will expand your understanding of the role of the financial planner, including the fiduciary nature of the advisor/client relationship. Emphasis will be placed on the regulatory agencies that govern our profession, ethical standards, budgeting, case study, various special situations, financial statement creation, importance of client relationships, and the time value of money. This course is offered during the spring and fall terms.


Additional Information:

The concepts in this course were previously covered in FN_PLAN 311-0 or FN_EXTND 311-0. Students who have already completed 311-0 do not need to take this course.

 

In the on-campus track, this five-week course is offered in the Fall and Spring quarters.


Tuition:
$765

Fall 2017 Sec #43


Course Materials:

Fundamentals of Financial Planning - 5th Edition
ISBN: 978-1-936602-41-4

 

Start/End Dates Day Time Building
09/26/17 - 10/24/17 Tu 6 – 9 p.m. Wieboldt Hall, 339 E Chicago Avenue Room 504
Instructor Location Status CAESAR Course ID
Chicago Campus Closed 18146
FN_EXTND 313-0 Income Tax Planning *Core Course

This course provides an overview of the federal income tax system, examining the income taxation of individuals, sole proprietorships, partnerships, LLCs and corporations. Students will begin with taxation terminology and then learn about the concepts of gross income and deductions for profit-making activities, personal deductions and tax planning for the family, tax benefits of home ownership, planning for the acquisition and deposition of other real estate, and how the choice of business entity affects the taxes of owners and employees. The course will focus on how financial planners advise clients about the most effective methods of maximizing wealth by reducing their tax burden through an examination of a variety of tax issues-including tax law, accounting methods, tax planning related to employee compensation, research and practitioner concerns, cost-recovery methods, consequences of like-kind exchanges and tax-advantage investments. Alternative minimum tax (AMT), self-employment tax, ethical considerations, potential traps and pitfalls, and the consequences and effects of IRS audits and enforcement activities also will be discussed. This course is offered during the fall and spring terms.


Tuition:
$950

Fall 2017 Sec #43


Course Materials:

College for Financial Planning Study Guides - Income Tax (Modules 1-8)

Students can purchase these study guides at a discounted rate by emailing Regena Davis at regena.davis@cffp.edu. To receive the discount, you must identify yourself as a Northwestern University student.

HP10BII+ Financial Calculator

Start/End Dates Day Time Building
09/19/17 - 11/21/17 Tu 5:45 – 9 p.m. Wieboldt Hall, 339 E Chicago Avenue Room406
Instructor Location Status CAESAR Course ID
Chicago Campus Closed 18147
FN_EXTND 315-0 Estate Planning *Core Course

Planning and managing federal estate and gift taxation is one of the most overlooked yet critical elements of a financial plan. Part of this process involves understanding the perspectives of the many parties involved and their related concerns; that is, the perspectives of descendants, fiduciaries, estates, trust beneficiaries, donors and recipients. This course examines the important estate-planning issues from all of these perspectives. Beginning with the fundamentals of federal estate and gift taxation, the process of developing an estate plan is presented through a discussion of a variety of mechanisms - such as incapacity planning, qualified interest trusts, generation skipping, estate planning weaknesses, property ownership forms, intestacy and will substitutes, how to satisfy liquidity needs, and specific exclusion and valuation techniques that reduce the size of the gross estate. There are many facets to proper estate planning, and this course will touch on all of the essential elements necessary for consideration by the financial planner. Charitable, intrafamilial, postmortem and business-transfer planning techniques that play an important part in estate planning are addressed, and additional focus is placed on the implications of gifts and bequests, including lifetime gifting and coordination of the unified credit with marital deduction. Other issues include tax consequences of estate planning techniques, revocable and irrevocable trusts (including bypass and marital deduction trusts), life insurance, federal estate tax, probate and more. This course is offered during the fall and spring terms.


Tuition:
$950

Fall 2017 Sec #45


Schedule Notes:

9/21 - ONLINE ASYNC SESSION - Introductory video and readings will be provided by instrutor through CANVAS.

11/23 - NO CLASS (Thanksgiving)


Course Materials:

Estate Planning 2017 Edition. Keir, John, and Sherri Donaldson. Keir Educational Resources, 2017. ISBN-10: 1945276266 | ISBN-13: 978-1945276262

 

HP10BII+ Financial Calculator

 

Start/End Dates Day Time Building
09/21/17 - 12/07/17 Th 5:45 – 9 p.m. Wieboldt Hall, 339 E Chicago Avenue Room 504
Instructor Location Status CAESAR Course ID
Chicago Campus Closed 18149
FN_EXTND 320-0 Financial Plan Development and Presentation *Core Course

This course will lead you through the steps in developing a complete financial plan. You will learn what goes into a financial plan, participate in mock client interviews to learn proper interview techniques, read and analyze case studies of other plans, and develop and present your own financial plan to the class and a panel of experts. This course may only be completed as the final course in the program. This course is offered during the fall and spring terms.


Additional Information:

If you are a challenge candidate, contact us directly at pdp@northwestern.edu. 


Tuition:
$950

Fall 2017 Sec #44


Schedule Notes:

11/22 - NO CLASS (Thanksgiving Break)


Course Materials:

Personal Financial Planning Series: Cases and Applications, 10th Edition. Kaplan Schweser. La Crosse: Kaplan University, 2017. ISBN-9781475461251. (Please note: Use University Code: NU-CFP at checkout to receive a 10% discount.)

HP10BII+ Financial Calculator


Start/End Dates Day Time Building
09/27/17 - 12/06/17 W 6 – 9 p.m. Wieboldt Hall, 339 E Chicago Avenue Room 504
Instructor Location Status CAESAR Course ID
Chicago Campus Closed 18148