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. Please contact with any questions.

FN_EXTND 301-0 : Insurance Planning


This course will help students to identify the types of risk client’s face, and to evaluate various methods of mitigating that risk. Contingency planning is an important element of the financial planning process. We will discuss how to make recommendations to manage ongoing risk when planning for the future. Students will also learn to analyze clients’ insurance needs and determine the type and amount of insurance best suited to each client's situation. Students will understand what is necessary for clients regarding life, property, liability, homeowner's and personal-auto insurance. Students will also learn the relevant issues related to different types of insurance, including, life, property and casualty, medical, disability, and long-term care insurance. 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.

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.

Tuition : $975

Summer 2024
Start/End DatesDay(s)TimeBuildingSection
06/18/24 - 08/20/24Tu
5:45 – 9 p.m.Wieboldt Hall 70143
InstructorCourse LocationStatusCAESAR Course ID
Wener, Tammy
Hartz, Jacob
Chicago Campus
Schedule Notes :

This course will be offered on-campus. 

All times listed CST

For more information, please contact

Course Materials :

Insurance Planning - 7th Edition. Money Education, 2018. ISBN: 978-1-946711-31-1.

HP10BII+ Financial Calculator

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

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