2024 Fall Course Info
2024 Summer Course Info
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
Fundamentals for Family Financial Planning
| University: | Iowa State University |
| Course Number: | FFP 530 |
| Credit Hours: | 3 credit hours - $590 per credit |
| Start/End Dates: | May 17, 2021 - August 06, 2021 |
Course Description
This course focuses on issues and concepts related to the overall financial planning process and establishing client-planner relationships. Students explore services provided to families, documentation required, and client and Certified Financial Planner™ licensee responsibilities. Students develop competencies for gathering of client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data. Emerging issues and the role of ethics in financial planning are an integral part of the course.
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
Personal Finance
Jack Kapoor, Les Dlabay, Robert J. Hughes, and Melissa Hart
Edition: 13th edition
ISBN: 9781260013993
Publisher: McGraw-Hill
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 coordinator, Iowa State Online.
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 the 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.
The Great Plains IDEA program has allowed me the flexibility to continue my education while also being a full-time extension agent and mother to twin boys. The program has given me the opportunity to interact with students and teaching professionals from various universities that I may have never met. This program has allowed me to focus not only on my education but also on my profession and family and for that, I will be forever grateful.