Great Plains Interactive Distance Education Alliance

Iowa State University, Kansas State University, Montana State University, University of Missouri, University of Nebraska, North Dakota State University, Oklahoma State University, South Dakota State University

Family Financial Planning
Courses

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Kansas State University

Issues and concepts related to the overall financial planning process, and establishing client-planner relationships. Services provided, documentation required and client and CFP licensee responsibilities are explored. Competencies related to gathering of client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data are developed. Emerging issues and the role of ethics in financial planning are an integral part of the course.

University of Nebraska

An in-depth study of risk management concepts, tools, and strategies for individuals and families, including: life insurance; property and casualty insurance; liability insurance; accident, disability, health, and long-term care insurance; and government-subsidized programs. Current and emerging issues, as well as ethical consideration, relative to risk management will be discussed. Case studies will provide experience in selecting insurance products suitable for individuals and families.

Iowa State University

An in-depth study of investment options for families, this course will include common stocks, fixed income securities, convertible securities, and related choices. Relationship between investment options and employee/employer benefit plan choices will be studied. Current and emerging issues, and ethics will be an integral part of the course.

University of Missouri

In-depth information of income tax practices and procedures including tax regulations, tax return preparation, the tax audit process, the appeals process, preparation for an administrative or judicial forum, and ethical considerations of taxation. New and emerging issues related to taxation will be covered. Family / individual case studies provide practice in applying and analyzing tax information and recommending appropriate tax strategies.

University of Nebraska

Micro and macro considerations in retirement planning for individuals and families will be covered. Included is a survey of various types of retirement plans, ethical consideration in providing retirement planning services, assessing and forecasting financial needs in retirement, integration of retirement plans with government benefits, and current research and theory in the field. Case studies will provide experience in retirement planning needs analysis.

Montana State University

Fundamentals of the estate planning process, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment will be studied. Tools and techniques used in implementing an effective estate plan, ethical considerations in providing estate planning services, and new and emerging issues in the field will be explored. Case studies will provide experience in developing estate plans suitable for varied family forms.

North Dakota State University or Oklahoma State University

Research and theory relative to family functioning throughout the life cycle will be studied, especially financial decision making during crisis and conflict. Emphasis will be given to factors that shape family values, attitudes, and behaviors from a multi-cultural perspective. New and emerging issues critical to family functioning will be addressed.

North Dakota State University

Theory and research regarding the interactive process between the client and the practitioner, including communication techniques, motivation and esteem building, the counseling environment, ethics, and methods of data intake, verification, and analysis. Other topics include legal issues, compensation, uses of technology to identify resources, information management, and current or emerging issues.

South Dakota State University

This course will cover the major issues relative to the economics of families including household production, and human capital development. It will also cover the economics of crises, public policy and family life cycle spending, saving and borrowing. A theoretical and research perspective will be used to illuminate the concepts in the course. New and emerging issues in the field of family economics will be emphasized. Special attention will be given to the role of ethics in family economic issues throughout the course.

Oklahoma State University or Iowa State University

The role of housing and real estate in the family financial planning process, including taxation, mortgages, financial calculations, legal concerns, and ethical issues related to home ownership and real estate investments. Emphasis on emerging issues in the context of housing and real estate.

Kansas State University

Challenges of managing financial planning practices including, but not limited to: business valuation, personnel, marketing, client services, ethics and technological applications. Relying both on a theoretical as well as an applied approach, students will analyze case studies that provide relevant, practical exposure to practice management issues, with a strong emphasis on current research findings.

Kansas State University

This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of personal finance case studies, the development of a targeted investment policy, and other related financial planning assignments.