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.
320-0 Financial Plan Development and Presentation (Capstone) *Only offered during the Fall and Spring terms. Please plan your schedule with this in mind.
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 301-0 : Insurance Planning
Description
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.
