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.*
*NOTE: The Spring, 2017 Financial Plan Development and Presentation will be held at 440 S. LaSalle St. in the Loop.
|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
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.
Estate Planning, 9th Edition. Dalton, Michael A., and Thomas P. Langdon. Metairie: Money-Education, 2016. ISBN-10: 1-936602-27-X | ISBN-13: 978-1-936602-27-8
HP10BII+ Financial Calculator
Additional Course Materials (Optional):
College for Financial Planning Study Guides - Estate Planning (Modules 1-8)
Students can purchase these study guides at a discounted price by emailing Regena Davis at firstname.lastname@example.org. To receive this discount, you must identify yourself as a Northwestern University student.
|Start/End Dates||Course Sync||Time||Building|
|03/30/17 - 06/08/17||Th||5:45 – 9 p.m.||Wieboldt Hall, 339 E Chicago Avenue Room 514|
|Instructor||Course Format||Status||CAESAR Course ID|