Program Courses

On-Campus Program Courses and Class Schedule

Complete the certificate in 14 to 18 months by: 
  • Taking more than one course at a time at least once during the program such as Income Tax, Estate or Retirement Planning. (Taking more than two courses per term is not recommended.)
  • Taking the Introduction and Investment course by themselves (i.e. do not double up).
  • Taking the Financial Plan Development and Presentation course by itself at the end of the program. (Per CFP Board no exceptions will be made.)

Program Schedule:
Courses are held according to the schedule below, but may be subject to change.

Registration tips:

  • Click on a course link to register.  
  • To see the dates and prices for multiple courses, filter by term.

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

Standard

Fall Start
 

YEAR 1

YEAR 2
FALL Intro Estate
WINTER Insurance Retirement
SPRING Income Tax Financial Plan
SUMMER Investment [July Exam]

Spring Start
 

YEAR 1

YEAR 2
SPRING Intro Estate
SUMMER Insurance Retirement
FALL Income Tax Financial Plan
WINTER Investment [March Exam]

Accelerated

Fall Start
 

YEAR 1

YEAR 2
FALL Intro Financial Plan
WINTER Insurance + Retirement [March Exam]
SPRING Income Tax + Estate

SUMMER Investment

Spring Start
 

YEAR 1

YEAR 2
SPRING Intro Financial Plan
SUMMER Insurance + Retirement [July Exam]
FALL Income Tax + Estate

WINTER Investment

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 (A) register for your course, (B) complete an acknowledgment of Northwestern University's Student Expectations and COVID-19 Code of Conduct in CAESAR, AND (C) update your emergency contact information . 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.



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