Graduate Certificate - Financial Planning

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2024 Spring Course Info
Estate Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyFundamentals for Family Financial PlanningFinancial Planning - Case Studies
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
Investing for the Family's Future
Course Description
This course is an in-depth study of investment options for families and includes a look at common stocks, fixed income securities, convertible securities, and related choices. Students study relationship between investment options and employee/employer benefit plan choices. Integral to the course is students examining current and emerging issues and ethics.
Contacts
Instructor

Kathleen Boyd
Office: 562-318-4459
kathleen.b.boyd@okstate.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

Investments: An Introduction
Mayo, Herbert
Edition: 11th, 12th or 13th
ISBN: 9781305638419
Publisher: Southwestern

The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
Richards, Carl
Edition: 2012
ISBN: 1591844649
Publisher: Penguin Publishing

Course Access
 
Approximately three weeks prior to the beginning of the semester, students will receive preliminary course information from the Oklahoma State campus coordinator listed below. One week prior to the beginning of the semester, students will receive an email with their login name and password. OSU's online courses are facilitated by Canvas.
 
Brianna Cooper for Agricultural Education, Animal Science, and Grassland Management. 
Rae Ann Montgomery for Dietetics, Early Care & Education, Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Gerontology, and Merchandising. 
Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

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 »

Wearbon_Kristen_Headshot_for_Website1.pngThe online Family and Community Services Program is teaching me to observe, evaluate, and assist families using a strengths-based approach. In my previous role as alumni advisor, one of my responsibilities was speaking with parents from various backgrounds to prepare them for their scholar's graduation and matriculation. Using what I learned in Resilience in Families and Family Resource Management I was able to highlight families' assets and internal resources to help them help their scholar succeed, in addition to providing them with new information and external resources. All of my courses have contributed in some way to how I now approach my work and interact with those close to me. I am a better employee, sister, daughter, friend, and mentor because of the online Family and Community Services program!

– – Kristen Wearbon, Family and Community Services Student,
See more testimonials »