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