Master's Degree - Family Financial Planning

Summer 2021 Course Information
Fundamentals for Family Financial Planning

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 coordinators:

Katie Mott for Dietetics, ECEMS, FFP, Gerontology, and Youth Development
Callie Gitch for Community Development, Swine Science, Food Safety, Agriculture Mechanization, and Quantitative Genetics & Genomics

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.

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.

– – Sonya Carney, Gerontology Student
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