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
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

Kimbree Redburn
kimbree.redburn@montana.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

The Fundamentals of Writing a Financial Plan
Grable, J.E., Kruger, M.E., & Ford, M.R.
Edition: 1st
ISBN: 978-194506365
Publisher: The National Underwriter Company.

The case approach to financial planning
Grable, J. E., Sages, R.A., & Kruger, M.E.
Edition: 4th
ISBN: 978-194506358
Publisher: The National Underwriter Company.


Course Access
 
Approximately three weeks before the first day of class, Montana State University emails course confirmation letters containing course start and end dates, required textbooks/materials, library access and other important information.
 
Approximately 7-10 days before the course start date, students receive a letter via regular mail containing their username and password to access Desire2Learn at MSU
  • Students are encouraged to contact M.J. Kabaci if they have changed their mailing address.
  • MSU-Bozeman students will not receive a letter containing their username and password. They will receive separate instructions on how to obtain their usernames and passwords.
Courses may not be available 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.

Alison Eddy is a student in the Dietetics program at KUMC.Great Plains IDEA has so many benefits for its students. The ability to continue my education while working full-time and growing my family has been a huge benefit for me. Earning the Student Excellence Award will greatly benefit my family as we begin our lives with our new daughter because we can use it to pay for the rest of my tuition and will not have to budget in finishing my degree.

– – Alison Eddy, Dietetics and Nutrition Master's Degree Student,
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