Summer 2023 Course Information
Financial Planning - Case Studies
University: |
South Dakota State University |
Course Number: |
CA 755 |
Credit Hours: |
3 credit hours - $600 per credit |
Start/End Dates: |
May 30, 2023 - August 04, 2023 |
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.
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,
Dalton, M., Dalton, J., & Oakley K.
Edition: (2019). 4th Ed.
ISBN: 978-1-946711-68-7
Publisher: Money Education
Course Access
Approximately 2-3 weeks before the first day of class, the SDSU campus coordinator,
Sarah (Heewon) Kim, will email course access information to visiting students.
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 SDState 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
Textbook: https://www.money-education.com/texts/cases-in-financial-planning