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
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.
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.
College for Financial Planning Study Guides - Introduction to Financial Planning (Modules 1-9) *Bundled with Insurance Planning
Students can purchase these study guides at a discounted rate by emailing Regena Davis at email@example.com. To receive this discount, you must identify yourself as a Northwestern University student.
HP10BII+ Financial Calculator
|Start/End Dates||Course Sync||Time||Building|
|05/02/17 - 05/30/17||Tu||6 – 9 p.m.||Wieboldt Hall, 339 E Chicago Avenue Room 514|
|Instructor||Course Format||Status||CAESAR Course ID|