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.
Spring 2024 Course Information
Financial Planning - Case Studies
| University: | Montana State University |
| Course Number: | HDFP 572 |
| Credit Hours: | 3 credit hours - $600 per credit |
| Start/End Dates: | January 17, 2024 - May 09, 2024 |
Course Description
All other courses in the program must be completed as a prerequisite for enrolling in this course. Integrating both theoretical and applied concepts to a comprehensive personal financial plan and several smaller case studies, students illustrate their understanding of ethical considerations, regulation and certification requirements, written communication skills, presentation of technical issues, and professional responsibility.
Contacts
Instructor
Kimbree Redburn
kimbree.redburn@montana.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
Cases in Financial Planning, Analysis and Presentation
Michael Dalton, James Dalton, Katheleen Oakley
Edition: 4th Edition
ISBN: 978-1-946711-00-7
Publisher: Money Education
Course Access
Approximately three weeks before the first day of class, Montana State University emails course confirmation letters containing course start and end dates, required textbooks/materials, library access and other important information.
Approximately 7-10 days before the course start date, students receive a letter via regular mail containing their username and password to access Desire2Learn at MSU.
- Students are encouraged to contact M.J. Kabaci if they have changed their mailing address.
- MSU-Bozeman students will not receive a letter containing their username and password. They will receive separate instructions on how to obtain their usernames and passwords.
Courses may not be available to students until the first day of class.
Exam Proctor
This course does not require an exam proctor.
Synchronous Components
This course does not include synchronous components.
Having an integrated financial strategy for families has become increasingly important for families to stabilize their finances, especially during the pandemic. Acquiring professional knowledge on how to well manage family wealth has motivated me to pursue a master’s degree program in family financial planning and become a professional financial planner. The Great Plains IDEA program offers me a great path to this academic field and to gain the skills to help people protect financial resources.