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 October 2014

A new cohort is forming for our in-person program taught in Chicago's Loop.  


Click on the link at the top left to be added to our email address and notified of enrollment dates.

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 – July and September 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