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 320-0 : Financial Plan Development and Presentation


Description

This course will lead you through the steps in developing a complete financial plan. You will learn what goes into a financial plan, participate in mock client interviews to learn proper interview techniques, read and analyze case studies of other plans, and develop and present your own financial plan to the class and a panel of experts. This course may only be completed as the final course in the program. This course is offered during the fall and spring 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:

If you are a challenge candidate, contact us directly at pdp@northwestern.edu. 

Tuition : $1170

Fall 2022
Start/End DatesDay(s)TimeBuildingSection
09/26/22 - 11/28/22M
6 – 9 p.m.Wieboldt Hall 42
InstructorCourse LocationStatusCAESAR Course ID
Arnold, Warren
Chicago Campus
Open18125
Schedule Notes :

This course will be offered on-campus in accordance with University guidelines.

All times listed CST

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

Course Materials :

Personal Financial Planning Series: Cases and Applications, 11th Edition. Kaplan Schweser. La Crosse: Kaplan University, 2017. ISBN-9781475494679.

(Students may order the 11th edition by calling 888-450-4681 and selecting Option 1; mention university code NU-CFP for a discount)

HP10BII+ Financial Calculator

Additional Materials:

eMoney 360 Pro Software. You will be given information in class about how to access eMoney 260 Pro. There is no need to purchase the software.

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