2024 Spring Course Info
2023 Fall Course Info
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 2023 Course Information
Fundamentals for Family Financial Planning
| University: | North Dakota State University |
| Course Number: | HDFS 770 |
| Credit Hours: | 3 credit hours - $600 per credit |
| Start/End Dates: | August 22, 2023 - December 15, 2023 |
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
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
Jack Kapoor, Les Dlabay, Robert J. Hughes, Melissa Hart
Edition: 13th
ISBN: 978-1260013993
Publisher: McGraw Hill Higher Education
Course Access
Approximately three weeks before the first day of class at North Dakota State University, campus coordinator Stacy Duffield will touch base with students via email. She will encourage students to look for an email the week before classes start that will include instructions for accessing courses at NDSU.
One week before NDSU classes begin, students will receive Stacy's email which includes their ID number, user ID name, and instructions for setting up their Blackboard account at NDSU. Students may then set their own password and security questions, choose to forward emails to a different account, and activate their NDSU Live account.
Courses may not be visible to students until the first day of classes.
Exam Proctor
This course does not require an exam proctor.
Synchronous Components
This course does not include synchronous components.
Comments
Loose Leaf: 978-1260799781
Hardcover: 978-1260013993
The online Family and Community Services Program is teaching me to observe, evaluate, and assist families using a strengths-based approach. In my previous role as alumni advisor, one of my responsibilities was speaking with parents from various backgrounds to prepare them for their scholar's graduation and matriculation. Using what I learned in Resilience in Families and Family Resource Management I was able to highlight families' assets and internal resources to help them help their scholar succeed, in addition to providing them with new information and external resources. All of my courses have contributed in some way to how I now approach my work and interact with those close to me. I am a better employee, sister, daughter, friend, and mentor because of the online Family and Community Services program!