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Program Courses

Certified Financial Planner

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

Program Course ID Course Title / Description Fall 2018 Winter 2019
CERTIFIED FINANCIAL PLANNERFN_EXTND 300-0Intro to Financial Planning

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

CERTIFIED FINANCIAL PLANNERFN_EXTND 301-0Insurance Planning

Chicago Campus
W
6 – 9 p.m.
Meneshian, Sev

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.
Sorkin, Howard

CERTIFIED FINANCIAL PLANNERFN_EXTND 320-0Financial Plan Development and Presentation

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

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