Information is subject to change.
Please revisit this page again before the semester starts to make sure you have all the current information.
Drops and Refunds:
Students adhere to the drop and refund policies and deadlines of their home university.
Summer 2017 Course Information
Financial Planning - Case Studies

Course Description
All other courses in the program must be completed as a prerequisite for enrolling in this course. Integrating both theoretical and applied concepts to a comprehensive personal financial plan and several smaller case studies, students illustrate their understanding of ethical considerations, regulation and certification requirements, written communication skills, presentation of technical issues, and professional responsibility.
Contacts
Instructor

Minette Jessup
Office: 406-600-1657
minette.jessup@montana.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
View the Campus Coordinator Directory >>

Disability Support Services

To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the Great Plains IDEA process for requesting accommodations.


Textbooks

The Process of Financial Planning -Developing a Financial Plan
Ruth H. Lytton, John E. Grable, Derek D. Klock
Edition: 2nd (9/2012)
ISBN: 9781936362981
Publisher: National Underwriter Co.

The Case Approach to Financial Planning - Bridging the Gap between Theory and Practice
John E. Grable
Edition: 3rd (9/2016)
ISBN: 9781945424021
Publisher: National Underwriter Co.


Course Access
 
Approximately three weeks before the first day of class, Montana State University emails course confirmation letters containing course start and end dates, required textbooks/materials, library access and other important information.
 
Approximately 7-10 days before the course start date, students receive a letter via regular mail containing their username and password to access Desire2Learn at MSU
  • Students are encouraged to contact Janine Hansen if they have changed their mailing address.
  • MSU-Bozeman students will not receive a letter containing their username and password. They will receive separate instructions on how to obtain their usernames and passwords.
Courses may not be available to students until the first day of class.
 

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.


Comments

A financial calculator is required for the course to perform time value of money calculations. Microsoft Office Word, Excel, and PowerPoint are necessary for case and presentation assignments.

University Members
Members of the Great Plains IDEA are universities accredited by a regional accrediting agency recognized by the U.S. Department of Education. Member universities recruit, admit and graduate students, teach in an academic program and contribute to the leadership and maintenance of the alliance. Membership in the alliance is a selective process that engages institutional leadership at all levels.

– – Jacy Phillips, University of Nebraska-Lincoln