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
Fundamentals for Family Financial Planning

Course Description
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.
Contacts
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

Personal Finance
Jack Kapoor, Les Dlabay, Robert J. Hughes, Melissa Hart
Edition: 13th
ISBN: 978-1260013993
Publisher: McGraw Hill Higher Education


Course Access
 
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.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.


Comments

Loose Leaf: 978-1260799781
Hardcover: 978-1260013993

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.

Alison Eddy is a student in the Dietetics program at KUMC.Great Plains IDEA has so many benefits for its students. The ability to continue my education while working full-time and growing my family has been a huge benefit for me. Earning the Student Excellence Award will greatly benefit my family as we begin our lives with our new daughter because we can use it to pay for the rest of my tuition and will not have to budget in finishing my degree.

– – Alison Eddy, Dietetics and Nutrition Master's Degree Student,
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