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.
Summer 2024 Course Information
Insurance Planning for Families

Course Description
This course is an in-depth study of risk management concepts, tools, and strategies for individuals and families. Students study life insurance, property and casualty insurance, liability insurance, accident insurance, disability insurance, health insurance, long-term care insurance, and government-subsidized programs. Students discuss current and emerging issues as well as ethical consideration in relation to risk management. Case studies provide experience in selecting insurance products suitable for individuals and families.
Contacts
Instructor

Kathryn Morrison
kathryn.morrison@sdstate.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

Insurance Planning
Dalton, J., Dalton, M., Langdon, T. & Gillice, J.
Edition: 7th Ed
ISBN: 978-1-946711-31-1
Publisher: Money Education


Course Access
 
Approximately 2-3 weeks before the first day of class, the SDSU campus coordinator, Sarah (Heewon) Kim, will email course access information to visiting students. 
 
Your username and password for D2L will be the same when you first log in. For example, if your name is MaryJo McCullough, then your username will be MaryJo.McCullough and your password will be MaryJo.McCullough. Usernames and passwords are case sensitive and you will be required to change your password once you have logged in.
 
If you have trouble completing any of the steps above, forget your password, or have any questions, please contact the SDState Support Desk at 605-688-6776 for assistance.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.


Comments

Required Financial Calculator
This course requires a financial calculator with a manual. The instructor can provide video tutorials for the Texas Instruments BA II Plus financial calculator. The instructor is also familiar with the HP12C.

If you do not feel comfortable with a financial calculator for all topics, and you intend to sit for the CFP® exam, the instructor encourages you to purchase Understanding Your Financial Calculator, 6th Ed.: Kaplan Schweser. This text provides keystroke examples for the following calculators: HP 17BII, HP12C, HP10BII, TI BA II Plus, and Sharp EL 733A. Older editions may also suffice.

Required Supplementary Material
Certified Financial Planner Board of Standards, Inc. (CFP Board) (2019). Code of Ethics and Standards of Conduct. https://www.cfp.net/-/media/files/cfp-board/standards-and-ethics/cfp-code-and-standards.pdf?la=en&hash=AFC0087B53EDE26B2A478BD84DF7DDA3

Certified Financial Planner Board of Standards, Inc. (CFP Board) (2021). Compliance Resources. https://www.cfp.net/ethics/compliance-resources

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.
– – Jacy Phillips, Early Care & Education for a Mobile Society Graduate,
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