Program Overview

CERTIFIED FINANCIAL PLANNER Education Program

The Northwestern University Certified Financial PlannerTM program offers multiple CFP-Board-approved classes to fit your work/lifestyle. We have designed each program to meet your needs, whether you are a career changer or long-time planning professional, or if you prefer to learn in-person or online. Participants who pass all required courses will receive a certificate of completion from Northwestern University, one of the world’s top universities, which they can proudly display on their wall and share with their clients. 

New In-person Cohort Starting in February 2014

Begin your CFP® education in 2014.  A new cohort is forming for our in-person program taught in Chicago's Loop.  

Classes start February 4, 2014.  Register now.

Weeknight Program

The weeknight program offers a skills-based approach, with assessments designed to simulate the daily life of a successful planner. Our instructors worked closely with the CFP Board to design this new curriculum.

Frequency and Location: Once a week at 210 S. Clark Street in the Chicago Loop, plus some online assignments.

Time to Completion: As little as 14 months when students take concurrent classes.

Required Courses:

  • Introduction to Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Financial Plan Development and Presentation

VIEW PROGRAM COURSES

Best option for:

  • Career changers
  • Students who like meeting their instructor and peers in person
  • Professionals of all levels who want a more traditional learning experience

    Online Programs: Instructor Led and Self-Paced

    Frequency and Location: "Live" courses meet twice weekly; self-paced are on your own time.  All courses are online.

    Next cohort: Live – February 2014; self-paced – any time

    Time to Completion: Approximately nine months 

    Required Courses:

    • Introduction to Financial Planning and Insurance Planning
    • Investment Planning
    • Income Tax Planning
    • Retirement Planning and Employee Benefits
    • Estate Planning
    • Financial Plan Development and Presentation

    To learn more visit our partner Dalton Education.

    Best option for:

    • Professionals who have worked as a financial advisor or planner
    • Students who want to the option to take classes from anywhere "on the go"
    • People comfortable with technology and those that are highly self-motivated

      CFP® Exam Review

      Northwestern University School of Continuing Studies has selected The Dalton Review® as the exclusive review for our CFP® certification education programs. The Dalton Review provides students with a high quality curriculum and is led by outstanding faculty. To learn more, visit our exam preparation page.

      Certified Financial Planner ™ and federally registered CFP® (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards, Inc. Northwestern University does not certify individuals to use the CFP®, Certified Financial Planner™; and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

      Core Courses:

      • FN_EXTND 300-0 Intro to Financial Planning
      • FN_EXTND 301-0 Insurance Planning
      • FN_EXTND 312-0 Investment Planning
      • FN_EXTND 313-0 Income Tax Planning
      • FN_EXTND 314-0 Retirement Planning
      • FN_EXTND 315-0 Estate Planning
      • FN_EXTND 320-0 Financial Plan Development