Program Courses

Annual Schedule

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.


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.


Registering for multi-factor authentication (MFA) is a mandatory, integrated step to access Northwestern University systems. Northwestern uses the DUO Mobile smartphone application for multi-factor authentication. Steps to install the DUO Mobile App can be found here. Once you have completed the MFA registration process, you will have access to systems like CAESAR and CANVAS, Northwestern’s Learning Management System.

*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 with any questions.

FN_EXTND 300-0 : Introduction to Financial Planning


This course will introduce you to the profession of Financial Planning and the personal Financial Planning Process. This is the first course in the series of classes which will qualify you to sit for the CERTIFIED FINANCIAL PLANNER™ exam. Through assigned readings, lectures, class discussions, problem sets, and an experiential learning project, you will gain an overview of the financial planning profession and obtain the knowledge necessary to define the scope of the financial planner/client relationship, identify and gather client financial data and goals, and begin to analyze and evaluate the client’s financial needs. You will expand your understanding of the role of the financial planner, including the fiduciary nature of the advisor/client relationship. Emphasis will be placed on the regulatory agencies that govern our profession, ethical standards, budgeting, case study, various special situations, financial statement creation, importance of client relationships, and the time value of money. This course is offered during the spring and fall 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.

Additional Information:

The concepts in this course were previously covered in FN_PLAN 311-0 or FN_EXTND 311-0. Students who have already completed 311-0 do not need to take this course.


In the on-campus track, this five-week course is offered in the Fall and Spring quarters.

Tuition : $795

Fall 2024
Start/End DatesDay(s)TimeBuildingSection
10/02/24 - 11/13/24W
6 – 9 p.m. 44
InstructorCourse LocationStatusCAESAR Course ID
Canale, Thomas
Chicago Campus
Schedule Notes :

Unlike other courses in the program, FN_EXTND 300-0 will be conducted in a hybrid format. The schedule will run as follows:

10/2 In person

10/9 Remote

10/16 In person

10/23 Remote

10/30 No class – final exam

11/5 - 11/13 Individual 1:1 student meetings

All times listed CST

For more information, please contact

Course Materials :

Fundamentals of Financial Planning - 7th Edition, Money Education.
ISBN: 978-1-946711-39-7 (Please note: If you purchase a used book you will not have access to the online resources. You will need to purchase access to the online resources for $29.95 through Money Education.)

HP10BII+ Financial Calculator

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