Graduate Certificate - Financial Planning

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This course focuses on issues and concepts related to the overall financial planning process and establishing client-planner relationships. Students explore services provided to families, documentation required, and client and Certified Financial Planner™ licensee responsibilities. Students develop competencies for gathering of client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data. Emerging issues and the role of ethics in financial planning are an integral part of the course.

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Jonathan Fox
Office: 515-294-6993
jjfox@iastate.edu

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 >>

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.

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Personal Finance (13th edition)
Jack Kapoor, Les Dlabay, Robert J. Hughes, and Melissa Hart
Edition: 13th edition (loose leaf or paperback)
ISBN: 978-1260569933
Publisher: McGraw-Hill

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Canvas at ISU

 

In the three weeks prior to the start of class, students will receive course information and access instructions via email from the Iowa State campus coordinator listed below. 

 

Dawn Risdal for Early Care & Education for a Mobile Society, Family Financial Planning, Gerontology, and Youth Development

Jen Moon for Agricultural Systems Management & Technology, Food Safety & Defense, Quantitative Genetics & Genomics, and Swine Science

 

The email will include instructions for how students can set up their Iowa State Net-ID and password which is needed to log into Iowa State’s Canvas system. It typically takes 1-2 business days after setting up a Net-ID before students can log into Iowa State’s Canvas. Courses may not be visible in Canvas until the first day of class.

If students experience problems registering for a Net-ID, they can contact the Iowa State Solution Center for assistance at 515-294-4000. Students will need their 9-digit ISU university ID (provided in the ISU campus coordinator email) for the Solution Center to assist them. The Solution Center is open evenings and weekends.  View the Solution Center's hours of operation.

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This course does not require an exam proctor.

This course does not include synchronous components.