Master's Degree - Family Financial Planning

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.
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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.

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.

Hannah Adame's headshotAs a full-time high school Ag teacher, FFA Advisor, and two-sport coach, I excelled in the flexibility and structure of the Great Plains IDEA program. This program has allowed me to balance my school workload with my profession and responsibilities at the school. I have also benefited from the ability to apply what I am learning to my classroom and have shared my teaching experiences with classmates to create an integrated, immersive learning experience for others and myself.

– – Hannah Adame, Family and Consumer Sciences Education Graduate,
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