Graduate Certificate - Financial Planning

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2024 Fall Course Info
Estate Planning for FamiliesInsurance Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyFundamentals for Family Financial PlanningFinancial Planning - Case Studies
2024 Summer Course Info
Insurance Planning for FamiliesFinancial Planning - Case Studies
Course Planner
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.
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
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
Lytton, Grable, & Klock.
Edition: 2nd
ISBN: 978-1936362981
Publisher: National Underwriter

The Case Approach to Financial Planning
Grable, Klock, & Lytton
Edition: 3rd
ISBN: 978-1-945424-02-1
Publisher: National Underwriter

Course Access
 
Approximately 2-3 weeks before the first day of class at K-State, the K-State campus coordinator, Ashley Schultz, will email course access instructions to visiting students for courses taught by K-State. These instructions are also available on the Visiting Students webpage at K-State. By following the course access instructions, visiting students create their K-State eID and complete the K-State Course Access Form. Students meeting all deadlines for eID creation and submission will have access to Canvas by the first day of class.
Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Faculty
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.
More about our members »

Laurito_Autumn_Headshot_for_Website1.pngThe Great Plains IDEA program has granted me opportunities through online learning that would never be possible in a traditional setting. As a military family, we are required to move frequently and sometimes unexpectedly. There were times when I lived in three different states in a matter of one year. The Great Plains IDEA program allows me to receive an outstanding education regardless of my home state. I have access to classes and universities throughout the United States to provide a comprehensive array of knowledge in my field. The Great Plains IDEA program has proven to be an excellent fit for myself and for my family.

– – Autumn Laurito, Dietetics Master's Student,
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