Graduate Certificate - Financial Planning

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2024 Fall Course Info
Estate Planning for FamiliesInsurance Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyFundamentals for Family Financial PlanningFinancial Planning - Case Studies
2024 Summer Course Info
Insurance Planning for FamiliesFinancial 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-Kordinak 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 »

Akiko Mallow is in the FCS Ed program at SDSU.As a career switcher, returning student with over the 10-year gap, and non-native English-speaking learner, I was worried that I couldn't complete the Initial Teacher Certification program within a couple of years. The professors are extremely knowledgeable and experienced in each subject and support students to succeed compassionately in any possible way. The master's courses are well-designed and rewarding as I can see my learning progress instantly. Thanks to Great Plains IDEA, I am starting my new career being a high school FCS teacher this fall!

– – Akiko Mallow, Family and Consumer Sciences Education Master's Student,
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