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 300-0 : Introduction to Financial Planning


Description

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 2022
Start/End DatesDay(s)TimeBuildingSection
10/12/22 - 11/23/22W
6 – 9 p.m.Wieboldt Hall, 339 E Chicago Avenue 44
InstructorCourse LocationStatusCAESAR Course ID
Canale, Thomas
Chicago Campus
Open18122
Schedule Notes :

This course will be conducted in a hybrid format. The schedule will run as follows for the Fall 2022 quarter:

10/12: In-person 

10/19: Remote

10/26: Remote

11/2: Remote

11/16: In-person 

There will be NO class on November 9th.

All times listed CST

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

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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