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.



FN_EXTND 314-0 : Retirement Planning and Employee Benefits


Description

This course covers all aspects of retirement planning and employee benefits, beginning with the presentation of tax-deferred retirement program options and the framework used to conduct a needs analysis for achieving retirement income goals. Key features of qualified retirement plan design are discussed, emphasizing the advantages and disadvantages of specific types of plans for the owners of small- to medium-sized businesses. Assumptions and projections of lifestyle, inflation, returns and life expectancy are critical when considering retirement needs. An understanding of cash flow, income sources, medical expenses and benefits must go into the calculations. Employee compensation has changed significantly in recent years, so it is essential that financial planners grasp how to coordinate employer-sponsored benefits within a plan. All of these issues are addressed in detail, as are how to avoid inappropriate investments and how to present recommended courses of action to clients. Additional relevant topics highlighted in this course include commonly provided non-pension employee benefits, such as disability, healthcare and group life insurance. Students will discuss the uses of life and disability insurance in planning for closely held businesses, as well as for the family. Childcare, Medicare and other dependent-care benefits are considered. Federal social security, cafeteria plans, stock options and stock purchase plans, transportation issues, and forms of non-qualified deferred compensation are included, as well. This course is offered during the winter and summer terms.



Registered students can access their online course site here. An activated NetID and password is required for login. *Please note: It may take up to 24-hours for registered students to be added to the online course platform.

Tuition : $975

Summer 2022
Start/End DatesDay(s)TimeBuildingSection
06/23/22 - 08/25/22Th
5:45 – 9 p.m.Wieboldt Hall, 339 E Chicago Avenue 45
InstructorCourse LocationStatusCAESAR Course ID
Williams, Charles
Chicago Campus
Open42374
Schedule Notes :

**COURSE DELIVERY UPDATE**

This course will be offered on-campus in accordance with University guidelines.

Class will not be held on Monday, January 17 in observance of the Martin Luther King Jr. Holiday.

All times listed CST

For more information, please contact profdev@northwestern.edu.

Course Materials :

Retirement Planning and Employee Benefits, 17th Edition. Dalton, James F., and Michael A. Dalton. Metairie: Money Education, 2021.

Book can be purchased from Money Education or from an online retailer.

HP10BII+ Financial Calculator


*Course materials are not included in the cost of tuition and must be purchased separately.

Add to Cart
^ Back to top ^