Fundamentals for Family Financial Planning
||Oklahoma State University
||3 credit hours - $580 per credit
||June 10, 2019 - August 02, 2019
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.
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.
Personal Financial Planning: Theory & Practice
Dalton, Michael; Dalton, James
Cangelosi, Randall; Guttery, Randal
Edition: 10th edition
The OSU campus coordinator, Karla Sisco
, will contact students approximately three weeks prior to the beginning of a semester with preliminary information, and again one week prior to the beginning of the semester with login name and password. OSU's online courses are facilitated by Canvas.
This course does not require an exam proctor.
This course does not include synchronous components.