Graduate Certificate - Financial Counseling

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« Graduate Certificate - Financial Planning
2021 Fall Course Info
Financial CounselingHousing/Real EstateFundamentals for Family Financial PlanningRetirement Planning, Employee Benefits, and the FamilyPersonal Income TaxationInsurance Planning for FamiliesEstate Planning for FamiliesInvesting for the Family's FutureMilitary Personal Finance
2021 Summer Course Info
Financial Theory & Research IFundamentals for Family Financial PlanningPersonal Income TaxationInvesting for the Family's Future
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.
Summer 2021 Course Information
Investing for the Family's Future
Course Description
This course is an in-depth study of investment options for families and includes a look at common stocks, fixed income securities, convertible securities, and related choices. Students study relationship between investment options and employee/employer benefit plan choices. Integral to the course is students examining current and emerging issues and ethics.
Contacts
Instructor

Kathleen Boyd
Office: 562-318-4459
kathleen.b.boyd@okstate.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

Investments: An Introduction
Mayo, Herbert B
Edition: 11th, 12th, and 13th editions are acceptable
ISBN: 13: 978-03571

Investing Psychology: The Effects of Behavioral Finance on Investment Choice and Bias
Richards, Tim
Edition: 2014
Publisher: Wiley

Course Access
 
The OSU campus coordinator, Karla Sisco, will contact students approximately three weeks prior to the beginning of a semester with preliminary information, and again one week prior to the beginning of the semester with login name and password. OSU's online courses are facilitated by Canvas.
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 »

Headshot photo of Ana Treptow smilingIn addition to professional development and advancement, this program challenges and promotes my personal growth as I gain skills and understanding applicable to my own life and relationships.  I look forward to using the lessons from each class in every segment of my life.

– – Ana Treptow, Family and Community Services Student,
See more testimonials »