Graduate Certificate - Financial Planning

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.
Fall 2022 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 B.
Edition: 11th, 12th or 13th edition
Publisher: SouthWestern Publishing/Cengage Learning/Cengage Learning

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


Course Access
 
The OSU campus coordinator, Karla Sisco, will contact students approximately three weeks prior to the beginning of a semester with preliminary information, and again one week prior to the beginning of the semester with login name and password. OSU's online courses are facilitated by Canvas.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

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.

Molly Roush Student Excellence Award Recipient 2020.pngThe flexibility and affordable tuition rates were what first enticed me to apply to the Great Plains IDEA Community Development program, but finding real solutions to the issues I’m passionate about is what has made this program so rewarding!  In my opinion, the best aspect of this program is the diversity among students and faculty.  My peers, who live all over the country and in various places around the globe, have challenged me to develop a broader and more diverse understanding of ‘community’ and how common problems affect each unique community.  I’m not just learning how to address similar issues in similar locations but am learning to be creative and adapt development methods to create solutions based on each community’s unique culture and needs.

– – Molly Roush, Community Development Student
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