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.
Spring 2023 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: 12th
ISBN: 10: 1305638417
Publisher: Cengage Learning

THE BEHAVIOR GAP : SIMPLE WAYS TO STOP DOING DUMB THINGS WITH MONEY
Richards, Carl
Edition: 2012
ISBN: 10: 1591844649
Publisher: Penguin Publishing Group


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.
 
Megan Janus for Agricultural Education, Animal Science, and Grassland Management. 
Karla Sisco 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.

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.

Andrew Carl on duty as a park rangerThe Great Plains IDEA community development program has helped me become a better leader as a park ranger for the National Park Service. The skills I have gained empower me to bring colleagues and community members together toward positive change.

– – Andrew Carl, Community Development Student,
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