Course Planner

Family Financial Planning Graduate Programs
Master's Degree - Family Financial Planning
Credit hours to complete degree: 36
Last Updated: 12/3/2023 4:00 pm

Fundamentals 3 credit hours

For students new to financial planning or seeking AFC certification. Check with your advisor prior to enrolling.

Fundamentals Course or Instructor Availability by Year and Semester
2023202420252026
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Fundamentals for Family Financial Planning3Jim DealJim DealNDSUNDSUNDSUNDSU

Core Courses 21 credit hours

Core Courses Course or Instructor Availability by Year and Semester
2023202420252026
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Insurance Planning for Families3Kathryn MorrisonKathryn MorrisonKathryn MorrisonKathryn MorrisonSDStateSDStateSDStateSDState
Personal Income Taxation3Axton Betz-HamiltonJonathan FoxJonathan FoxISUISUISUISU
Investing for the Family's Future3Kathleen BoydKathleen BoydKathleen BoydOSUOSUOSUOSU
Retirement Planning, Employee Benefits, and the Family3Doug NelsonDoug NelsonDoug NelsonUNLUNLUNLUNL
Estate Planning for Families3M.J. KabaciM.J. KabaciM.J. KabaciMTSUMTSUMTSU
Financial Theory & Research I3M.J. KabaciM.J. KabaciM.J. KabaciM.J. KabaciMTSUMTSUMTSUMTSU
Financial Counseling3Natira MulletNatira MulletJim DealNDSUNDSUNDSUNDSU

Capstone 3 credit hours

This required course should be taken after all core courses have been completed. 

Capstone Course or Instructor Availability by Year and Semester
2023202420252026
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Planning - Case Studies3Jonathan FoxKathryn MorrisonKimbree RedburnKimbree RedburnKathryn MorrisonMTSUSDStateSDStateMTSUSDStateSDState

Electives 12 credit hours

Consult your academic advisor for more information. Practicum credits vary.

Electives Course or Instructor Availability by Year and Semester
2023202420252026
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Theory & Research II3M.J. Kabaci
Military Personal Finance3Doug NelsonDoug NelsonUNLUNL
Housing/Real Estate3M.J. KabaciM.J. KabaciM.J. KabaciMTSUMTSUMTSUMTSU
Family Financial Planning - Practicum3multiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universities
Professional Practices in FFP3Doug NelsonDoug NelsonUNLUNL
Seminar: Communication in Financial Planning3Axton Betz-HamiltonAxton Betz-HamiltonSDStateSDState
Seminar: Values and Impact Investing3UNLUNL
Seminar: Survey of Digital Investment Assets3Kathleen BoydOSU
Seminar: Psychology of Financial Planning3Jonathan FoxCharles Chaffin
Seminar: Financial Abuse Across the Lifespan3Axton Betz-Hamilton

Cross-Program Electives 3 - 6 credit hours

These electives, offered by expert faculty in the field of gerontology and aging studies, provide students with unique opportunities to expand their toolkit for supporting their aging clients while also networking with professionals who work with aging adults.

Cross-Program Electives Course or Instructor Availability by Year and Semester
2023202420252026
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Adult Development3Alex BishopAlex BishopOSUOSU
Perspectives in Gerontology3Peter MartinTTUISU