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 2022 Course Information
Retirement Planning, Employee Benefits, and the Family

Course Description
This course covers micro and macro considerations in retirement planning for individuals and families. Content includes a survey of various types of retirement plans, ethical consideration in providing retirement planning services, assessing and forecasting financial needs in retirement, integration of retirement plans with government benefits, and current research and theory in the field. Case studies provide students experience in retirement planning needs analysis.
Contacts
Instructor

Doug Nelson
Office: 913-461-7283
Fax: 888-648-0771
dnelson16@unl.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

Retirement Planning and Employee Benefits 17Edition
Dalton
Edition: 2021
ISBN: 978-1-946711-49-6

Behavioral Investment Counseling
Murray, Nick
Edition: 2008
ISBN: 978-0-615-25209
Publisher: out of print--available in digital format on the author's website

Retirement Heist, How Companies Plunder and Profit from the Next Eggs of American Workers
Schultz, Ellen E.
Edition: 2011
ISBN: 1591843332
Publisher: Portfolio/Penguin


Course Access

Canvas at UNL

Approximately two to three weeks before the first day of class, UNL Graduate Studies will email students with information (student name, email, and NU ID) and instructions for accessing UNL classes.  For undergraduate students in the ECEMS program, Kaelie Kellner will email students with information and instructions for accessing UNL classes. Students will claim their UNL account by setting a password and security questions. Once students claim their ID, they will be able to access their courses at its.unl.edu/myunl/.  Courses may not be visible to students until the first day of class.


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.

Molly Roush Student Excellence Award Recipient 2020.pngThe flexibility and affordable tuition rates were what first enticed me to apply to the Great Plains IDEA Community Development program, but finding real solutions to the issues I’m passionate about is what has made this program so rewarding!  In my opinion, the best aspect of this program is the diversity among students and faculty.  My peers, who live all over the country and in various places around the globe, have challenged me to develop a broader and more diverse understanding of ‘community’ and how common problems affect each unique community.  I’m not just learning how to address similar issues in similar locations but am learning to be creative and adapt development methods to create solutions based on each community’s unique culture and needs.

– – Molly Roush, Community Development Student
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