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
Retirement Planning, Employee Benefits, and the Family

Course Description
This course covers micro and macro considerations in retirement planning for individuals and families. Content includes a survey of various types of retirement plans, ethical consideration in providing retirement planning services, assessing and forecasting financial needs in retirement, integration of retirement plans with government benefits, and current research and theory in the field. Case studies provide students experience in retirement planning needs analysis.
Contacts
Instructor

Doug Nelson
Office: 913-461-7283
Fax: 888-648-0771
dnelson16@unl.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

Behavioral Investment Counseling
Murray, Nick
Edition: 2008
ISBN: 978-0-615-25209
Publisher: out of print--available in digital format on the author's website

Retirement Heist, How Companies Plunder and Profit from the Nest Eggs of American Workers
Schultz, Ellen E.
Edition: 2011
ISBN: 1591843332
Publisher: Portfolio/Penguin

Retirement Planning (see notes in Comment section below)
Dalton
Edition: 18th
ISBN: 978-1-946711-13-7


Course Access

Canvas at UNL

UNL Graduate Studies will email students with information (student name, email, and NU ID) and instructions for accessing UNL classes. For undergraduate students in the ECEMS program, Mel Sedlacek will email students with information and instructions for accessing UNL classes. Students will claim their UNL account by setting a password and security questions. Once students claim their ID, they will be able to access their courses at https://canvas.unl.edu/. Courses may not be visible to students until the first day of class.

Please contact the UNL campus coordinator listed below with any questions.

Lisa King for Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Youth Development, and Community Development
Mel Sedlacek for Early Care & Education
Kelly Durkin for Dietetics
Melisia Bieber for Merchandising
Melissa Sailors for Ag Systems Management & Technology, Animal Science, Food Safety & Defense, Grassland Management, Horticulture, and Quantitative Genetics & Genomics

 


Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.


Comments

Retirement Planning Textbook Information: The eBook has been available for some time, and the hard copy was just released. Students can purchase either format from the Store tab at https://www.money-education.com/store

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,
See more testimonials »