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.
Spring 2021 Course Information
Financial Planning - Case Studies

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

Jonathan Fox
Office: 515-294-6993
jjfox@iastate.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

Cases in Financial Planning: Analysis and Presentation
Kathleen Oakley, Michael Dalton, and James Dalton
Edition: 3rd or 4th edition
ISBN: 978-1936602445


Course Access
 
In the three weeks prior to the start of class, students will receive course information and access instructions via email from the Iowa State campus coordinators:

Katie Mott for Dietetics, ECEMS, FFP, Gerontology, and Youth Development
Casey Smith for Community Development, Swine Science, Food Safety, Agriculture Mechanization, and Quantitative Genetics & Genomics

The email will include instructions for how students can set-up their Iowa State Net-ID and password which is needed to log into Iowa State’s Canvas system. It typically takes 1-2 business days after setting-up a Net-ID before students can log into Iowa State’s Canvas. Courses may not be visible in Canvas until the first day of class.

If students experience problems registering for a Net-ID, they can contact the Iowa State Solution Center for assistance at 515-294-4000. Students will need their 9-digit ISU university ID (provided in ISU campus coordinator email) for the Solution Center to assist them. The Solution Center is open evenings and weekends.  View the Solution Center's hours of operation.


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.

Picture of Jessyca Waddell smilingGreat Plains IDEA has contributed immensely to my academic success. Earning my bachelor’s degree spanned seven years due to medical setbacks, but my journey in graduate school stands in stark contrast. I maintained a 4.0 GPA because I was given the opportunity to succeed despite my health conditions. The online courses allowed me to learn in a more comfortable environment without the need for special accommodations in the classroom or navigation of a campus.

– – Jessyca Waddell, Youth Development Alumni,
See more testimonials »