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
Fundamentals for Family Financial Planning

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 Financial Planning Series: Theory and Practice
Michael A. Dalton and James F. Dalton
Edition: 9th
ISBN: 978-14-75440867
Publisher: Kaplan


Course Access
 
Approximately three weeks prior to the beginning of the semester, students will receive preliminary course information from the Oklahoma State campus coordinator listed below. One week prior to the beginning of the semester, students will receive an email with their login name and password. OSU's online courses are facilitated by Canvas.
 
Brianna Cooper-Kordinak for Agricultural Education, Animal Science, and Grassland Management. 
Rae Ann Montgomery for Dietetics, Early Care & Education, Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Gerontology, and Merchandising. 

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

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.

Macy Burgess is a graduate of the family and community services degree.I made the decision to switch specializations in my master’s program mid-way through my degree. This change took me from the traditional on-campus experience to the Great Plains IDEA online experience. The switch seemed intimidating to me but it ended up being an incredible experience that I would not have gotten if I'd taken all classes at one university. Getting to dive into courses offered at schools all over the country was beneficial as it opened pathways for communication and sharing of knowledge with students and faculty I would not normally have interacted with. 

– – Macy Burgess, Family and Community Services Graduate Student,
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