Fundamentals for Family Financial Planning
||North Dakota State University
||3 credit hours - $600 per credit
||January 09, 2023 - May 12, 2023
This course focuses on issues and concepts related to the overall financial planning process and establishing client-planner relationships. Students explore services provided to families, documentation required, and client and Certified Financial Planner™ licensee responsibilities. Students develop competencies for gathering of client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data. Emerging issues and the role of ethics in financial planning are an integral part of the course.
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.
Kapoor, J., Dlabay, L, Hughes, R., & Hart, M.
Edition: 13th (2020)
Publisher: New York: McGraw Hill
Approximately three weeks before the first day of class at North Dakota State University, campus coordinator Stacy Duffield
will touch base with students via email. She will encourage students to look for an email the week before classes start that will include instructions for accessing courses at NDSU.
One week before NDSU classes begin, students will receive Stacy's email which includes their ID number, user ID name, and instructions for setting up their Blackboard account at NDSU.
Students may then set their own password and security questions, choose to forward emails to a different account, and activate their NDSU Live account.
Courses may not be visible to students until the first day of classes.
This course does not require an exam proctor.
This course does not include synchronous components.