Graduate Certificate - Financial Planning

Summer 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

Kathryn Morrison
kathryn.morrison@sdstate.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
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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

Money Education, Cases in Financial Planning: Analysis and Presentation
Dalton, Michael A; Dalton, James F; Oakley, Kathleen F
Edition: 4th Edition
ISBN: 978-1-946711-68-7


Course Access
 
Your username and password for D2L will be the same when you first log in. For example, if your name is MaryJo McCullough, then your username will be MaryJo.McCullough and your password will be MaryJo.McCullough. Usernames and passwords are case sensitive and you will be required to change your password once you have logged in.
 
If you have trouble completing any of the steps above, forget your password, or have any questions, please contact the SDSU Support Desk at 605-688-6776 for assistance.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.


Comments

Book can be purchased here: https://www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fourth-edition-revised.html

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.

Headshot photo of Ana Treptow smilingIn addition to professional development and advancement, this program challenges and promotes my personal growth as I gain skills and understanding applicable to my own life and relationships.  I look forward to using the lessons from each class in every segment of my life.

– – Ana Treptow, Family and Community Services Student,
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