Graduate Certificate - Financial Counseling

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« Graduate Certificate - Financial Planning
2024 Summer Course Info
Financial Theory & Research IInsurance Planning for FamiliesMilitary Personal Finance
2024 Fall Course Info
Housing/Real EstateFundamentals for Family Financial PlanningRetirement Planning, Employee Benefits, and the FamilyPersonal Income TaxationInsurance Planning for FamiliesEstate Planning for FamiliesInvesting 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.
Course Information
Financial Counseling
Course Description
This course is about theory and research regarding the interactive process between clients and practitioner, including communication techniques, motivation and esteem building, the counseling environment, ethics, and methods of data intake, verification and analysis. Other topics of the course are legal issues, compensation, uses of technology to identify resources, information management, and current or emerging issues.
Contacts
Instructor

Jim Deal
Office: 701-231-7568
Fax: 701-231-9645
jim.deal@ndsu.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

Financial Counseling
Pulviso
Edition: 3rd. 10
ISBN: 978-0615352091

Surviving Debt: Expert Advice for Getting Out of Financial Trouble
National Consumer Law Center
Edition: 2021
Publisher: National Consumer Law Center

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

Financial Counseling - This text is available through the NDSU Bookstore. This text is one of the required books for those interested in sitting for the Accredited Financial Counselor (AFC) Exam (explained in Unit 1 of this course) and it is an excellent resource on communication and counseling strategies in the financial area.

Surviving Debt: Expert Advice for Getting Out of Financial Trouble - The second text for the course is also required for the AFC exam. It is a good reference for individuals who have not had an undergraduate course in financial counseling and/or have not had experience working as financial counselors or with debt management. It is a useful text if you become involved in the practice of financial counseling and/or dealing with practical questions: from individuals struggling with their finances. nclc.org

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 »

Huang_Shaojun_Headshot_for_Website1.pngHaving an integrated financial strategy for families has become increasingly important for families to stabilize their finances, especially during the pandemic. Acquiring professional knowledge on how to well manage family wealth has motivated me to pursue a master’s degree program in family financial planning and become a professional financial planner. The Great Plains IDEA program offers me a great path to this academic field and to gain the skills to help people protect financial resources.

– – Shaojun Huang, Family Financial Planning Graduate,
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