Program Courses

 

On-Campus Program Courses

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)

Annual Schedule

Sample Course Plans

.

Standard

Fall Start
 

YEAR 1

YEAR 2
FALL Intro Estate
WINTER Insurance Retirement
SPRING Income Tax Financial Plan
SUMMER Investment [July Exam]

Spring Start
 

YEAR 1

YEAR 2
SPRING Intro Estate
SUMMER Insurance Retirement
FALL Income Tax Financial Plan
WINTER Investment [March Exam]

Accelerated

Fall Start
 

YEAR 1

YEAR 2
FALL Intro Financial Plan
WINTER Insurance + Retirement [March Exam]
SPRING Income Tax + Estate

SUMMER Investment

Spring Start
 

YEAR 1

YEAR 2
SPRING Intro Financial Plan
SUMMER Insurance + Retirement [July Exam]
FALL Income Tax + Estate

WINTER Investment
 
**IMPORTANT REGISTRATION UPDATE**

Current Northwestern University students and employees are now required to be connected to GlobalProtect VPN to register for courses. Please ensure you are connected to the VPN, then click on the course title below to register.

PDP courses are offered online, remotely, and on-campus. Please refer to the Schedule Notes for course delivery information.

Tips for Troubleshooting Registration


IMPORTANT: The registration process for all professional development (PDP) courses requires you to register for your course and update your emergency contact information in CAESAR, Northwestern University's Student Enterprise System.

TECHNOLOGY REQUIREMENT:

Multi-factor authentication (MFA) is required to access Northwestern University systems used in PDP courses, including CAESAR and Canvas, Northwestern's Learning Management System.

Northwestern uses the DUO Mobile app for MFA. Instructions to install the DUO Mobile App can be found here.

New students should begin this process immediately after receiving their NetID via email. The Identity Verification Process for DUO Enrollment for new students can take up to 5 business days.

Important Note:

It is a student's responsibility to ensure access to Northwestern systems after registering for a PDP course. If you do not have a smartphone capable of downloading and using the DUO Mobile app, you may want to consider a YubiKey that can be purchased from several online retailers.

Please contact pdp@northwestern.edu with any questions.

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