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: | August 23, 2021 - December 17, 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: 978-1260569933
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.
I was looking for the education I needed to take the next step in my career to a program director or executive director. I spent a lot of time searching for a university and degree that matched my education in community organizing and advocacy and aligned with my interest in families and community services and supports. Finding GP IDEA and reading about the courses and career tracks of those who earned the MA in Family & Community Services, I knew right away that this was the degree and program for me. It has lived up to all I had hoped!