Graduate Certificate - Financial Planning

Summer 2023 Course Information
Fundamentals for Family Financial Planning

Course Description
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.
Contacts
Instructor

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

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


Course Access
 
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.


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.

Janice Edwards's HeadshotIn addition to the flexible learning environment and knowledgeable faculty, another benefit that’s been a pleasant and unexpected surprise are the meaningful connections I have made with other students from all over the country. Not only have I had the opportunity to learn from their distinct experiences and individual perspectives related to development, but there are classmates that I now consider to be friends and have even had the privilege of meeting in person.

– – Janice Edwards, Community Development Master's Graduate,
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