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. Please refer to the Schedule Notes for course delivery information.

IMPORTANT: The registration process for all professional development courses requires you to register for your course and update your emergency contact information in CAESAR, Northwestern University's Student Enterprise System. Please contact pdp@northwestern.edu with any questions.


Program Course ID Course Title / Description Summer 2024
CERTIFIED FINANCIAL PLANNERFN_EXTND 301-0Insurance Planning

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

Hartz, Jacob

CERTIFIED FINANCIAL PLANNERFN_EXTND 312-0Investment Planning

Chicago Campus
W
6 – 9:15 p.m.
Park, Linus

CERTIFIED FINANCIAL PLANNERFN_EXTND 314-0Retirement Planning and Employee Benefits

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

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