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

University:

Oklahoma State University

Course Number:

HS 5303

Credit Hours:

3 credit hours - $565 per credit

Start/End Dates:

January 16, 2018 - May 11, 2018

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 Theory and Practice
Kaplan
Edition: 9th Edition
ISBN: 978-1475440867
Publisher: Kaplan

Course Access

Canvas at OSU

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.

Comments

Textbook may be purchased from Kaplan, listed under supplemental books. Please ensure the correct edition is purchased.

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 »

I have worked in the nonprofit arena for many years. The idea of returning to school for my master’s degree was daunting, especially given my typical work schedule of long and varied hours. However, knowing that I could earn my master’s degree in Community Development through Great Plains IDEA and that it would fit around my work and personal needs put me at ease. Multiple times throughout my coursework I have learned a theory, process, or skill one evening, gone to work the next morning, and applied what I learned the night before in my job.
– – Andrew Isola, Community Development Master's Student,
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