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.

Course Information

Financial Planning - Case Studies

University:

Montana State University

Course Number:

HDFP 572

Credit Hours:

3 credit hours - $580 per credit

Start/End Dates:

August 26, 2019 - December 13, 2019

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

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, 4th Edition (2018)
John E. Grable, Ph.D. Ronald A Sages, Ph.D. Michelle E. Kruger
Edition: 4th Edition
ISBN: 978-1-949506-35-8
Publisher: The National Underwriter Company

The Fundamentals of Writing a Financial Plan, 1st Edition (2019)
John E. Grable, Ph.D. Michelle Kruger Megan R. Ford
Edition: 1st Edition
ISBN: 978-1949506365
Publisher: The National Underwriter Company

Course Access

Desire2Learn at MSU

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.

Faculty

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.

More about our members »

As a full-time high school Ag teacher, FFA Advisor, and two-sport coach, I excelled in the flexibility and structure of the Great Plains IDEA program. This program has allowed me to balance my school workload with my profession and responsibilities at the school. I have also benefited from the ability to apply what I am learning to my classroom and have shared my teaching experiences with classmates to create an integrated, immersive learning experience for others and myself.
– – Hannah Adame, Family and Consumer Sciences Education Graduate,
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