Graduate Certificate - Financial Counseling

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
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 or 13th edition
Publisher: SouthWestern Publishing/Cengage Learning/Cengage Learning

The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
Richards, Carl
Edition: 2012
ISBN: 1591844649
Publisher: Penguin Publishing


Course Access
 
Approximately three weeks prior to the beginning of the semester, students will receive preliminary course information from the Oklahoma State campus coordinator listed below. One week prior to the beginning of the semester, students will receive an email with their login name and password. OSU's online courses are facilitated by Canvas.
 
Megan Janus for Agricultural Education, Animal Science, and Grassland Management. 
Karla Sisco for Dietetics, Early Care & Education, Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Gerontology, and Merchandising. 

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.

Sarah Hidalgo Cook received the Student Excellence Award in 2021.Getting a master's degree is an opportunity I never thought I would take part in since I lost 65% of my vision in the fall of 2017.  I spent over 2 years in occupational therapy to ensure that I could continue working in the transit industry that I love.  The chance to attend graduate school and work towards a degree is what I needed to begin feeling “alive” again.

Starting graduate school in the middle of the pandemic, with my husband having lost his employment due to the pandemic, and with the various health issues I have regarding my vision, I found the GP IDEA experience to be what I mentally needed to motivate me not only in my career but also in my personal life.  It gave me a challenge and a purpose during the dark pandemic, and this type of motivation is what I needed to feel constructive again.

– – Sarah Hidalgo Cook, Community Development Student,
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