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

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

Fall Start



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

Sample Accelerated Course Plan

Fall Start



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 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. 


Spring 2017 Sec #44

Schedule Notes:

PLEASE NOTE: This course will meet at 440 S LaSalle Street in the Loop, NOT at Wieboldt Hall.

Course Materials:

Personal Financial Planning Series: Cases and Applications, 9th Edition. Kaplan Schweser. La Crosse: Kaplan University, 2015. ISBN-10: 1-475431-02-3 | ISBN-13: 978-1-475431-02-5. (Please note: Use University Code: NU-CFP at checkout to receive a 10% discount.)

HP10BII+ Financial Calculator

Start/End Dates Course Sync Time Building
03/29/17 - 05/31/17 W 5:45 – 9 p.m. 440 S LaSalle Street
Instructor Course Format Status CAESAR Course ID
Loop Campus Closed 37942