Program Courses

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 Course Plans


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

IMPORTANT: The registration process for all professional development courses requires you to (A) register for your course, (B) complete an acknowledgment of Northwestern University's Student Expectations and COVID-19 Code of Conduct in CAESAR. Current students with an active NetID must complete their student acknowledgment in CAESAR before registering for courses. New students must complete their student acknowledgment in CAESAR within 48 hours of enrollment before official registration can be finalized.
Please contact pdp@northwestern.edu for assistance.



Program Course ID Course Title / Description Winter 2023 Spring 2023
CERTIFIED FINANCIAL PLANNERFN_EXTND 300-0Intro to Financial Planning

Chicago Campus
W
6 – 9 p.m.
Canale, Thomas

CERTIFIED FINANCIAL PLANNERFN_EXTND 301-0Insurance Planning

Chicago Campus
W
5:45 – 9 p.m.
Wener, Tammy

Hartz, Jacob

CERTIFIED FINANCIAL PLANNERFN_EXTND 312-0Investment Planning

Chicago Campus
Th
6 – 9:15 p.m.
Arnold, Warren

CERTIFIED FINANCIAL PLANNERFN_EXTND 313-0Income Tax Planning

Chicago Campus
Tu
5:45 – 9 p.m.
Zacher, James

CERTIFIED FINANCIAL PLANNERFN_EXTND 314-0Retirement Planning and Employee Benefits

Chicago Campus
M
5:45 – 9 p.m.
Williams, Charles

CERTIFIED FINANCIAL PLANNERFN_EXTND 315-0Estate Planning

Chicago Campus
Th
5:45 – 9 p.m.
Coffey, Linda

CERTIFIED FINANCIAL PLANNERFN_EXTND 320-0Financial Plan Development and Presentation

Chicago Campus
M
6 – 9 p.m.
Arnold, Warren

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