On-Campus Program: Weeknight CFP Courses and Class Schedule
- 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.)
Courses are held according to the schedule below, but may be subject to change.
- Click on a course link to register.
- To see the dates and prices for multiple courses, filter by term.
|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.
Sample Standard Course Plan
|SPRING||Income Tax||Financial Plan|
Sample Accelerated Course Plan
|WINTER||Insurance + Retirement||[March Exam]|
|SPRING||Income Tax + Estate|
Professional Development Programs
This course covers all aspects of retirement planning and employee benefits, beginning with the presentation of tax-deferred retirement program options and the framework used to conduct a needs analysis for achieving retirement income goals. Key features of qualified retirement plan design are discussed, emphasizing the advantages and disadvantages of specific types of plans for the owners of small- to medium-sized businesses. Assumptions and projections of lifestyle, inflation, returns and life expectancy are critical when considering retirement needs. An understanding of cash flow, income sources, medical expenses and benefits must go into the calculations. Employee compensation has changed significantly in recent years, so it is essential that financial planners grasp how to coordinate employer-sponsored benefits within a plan. All of these issues are addressed in detail, as are how to avoid inappropriate investments and how to present recommended courses of action to clients. Additional relevant topics highlighted in this course include commonly provided non-pension employee benefits, such as disability, healthcare and group life insurance. Students will discuss the uses of life and disability insurance in planning for closely held businesses, as well as for the family. Childcare, Medicare and other dependent-care benefits are considered. Federal social security, cafeteria plans, stock options and stock purchase plans, transportation issues, and forms of non-qualified deferred compensation are included, as well. This course is offered during the winter and summer terms.
- Monday, July 10: Online Sync Session
- Monday, July 17: NO CLASS
Retirement Planning and Employee Benefits, 12th Edition. Dalton, James F., and Michael A. Dalton. Metairie: Money Education, 2016. ISBN-10: 1-936602-39-3 | ISBN-13:978-1-936602-39-1
NOTE: Students may purchase an earlier edition of this course material, but it must be the 10th Edition or higher. The instructor will be using the 12th Edition.
HP10BII+ Financial Calculator
Additional Material (Optional):
College for Financial Planning Study Guides - Retirement Planning & Employee Benefits (Modules 1-9)
Students can purchase these study guides at a discounted rate by emailing Regena Davis at email@example.com. To receive the discount, you must identify yourself as a Northwestern University student.
|Start/End Dates||Course Sync||Time||Building|
|06/19/17 - 08/28/17||M||5:45 – 9 p.m.||Wieboldt Hall, 339 E Chicago Avenue Room TBA|
|Instructor||Course Format||Status||CAESAR Course ID|