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 - $565 per credit

Start/End Dates:

May 14, 2018 - August 03, 2018

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

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
John E. Grable
Edition: 3rd (9/2016)
ISBN: 9781945424021
Publisher: National Underwriter Co.

The Process of Financial Planning -Developing a Financial Plan
Ruth H. Lytton, John E. Grable, Derek D. Klock
Edition: 2nd (9/2012)
ISBN: 9781936362981
Publisher: National Underwriter Co.

The Case Approach to Financial Planning -Bridging the Gap between Theory and Practice.
John E. Grable
Edition: 3rd (9/2016)
ISBN: 9781945424021
Publisher: National Underwriter Co.

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 »

The Great Plains IDEA program has granted me opportunities through online learning that would never be possible in a traditional setting. As a military family, we are required to move frequently and sometimes unexpectedly. There were times when I lived in three different states in a matter of one year. The Great Plains IDEA program allows me to receive an outstanding education regardless of my home state. I have access to classes and universities throughout the United States to provide a comprehensive array of knowledge in my field. The Great Plains IDEA program has proven to be an excellent fit for myself and for my family.
– – Autumn Laurito, Dietetics Master's Student,
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