Master's Degree - Family Financial Planning

Summer 2024 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.

Kathryn Morrison

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.


Cases in Financial Planning: Analysis and Presentation
Dalton, M., Dalton, J., & Oakley K.
Edition: 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.


Required Financial Calculator
This course requires a financial calculator with a manual. The instructor is most familiar with and can provide video tutorials for the Texas Instruments BA II Plus financial calculator. The instructor is also familiar with the HP12C. You may use another financial calculator, but the instructor will not be able to answer questions regarding operation.

Suggested Text
Understanding Your Financial Calculator, 6th Ed.: Kaplan Schweser.

If you do not feel comfortable with a financial calculator for all topics, and you intend to sit for the CFP® exam, the instructor encourages you to purchase the above text. It does provide keystroke examples for the following calculators: HP 17BII, HP12C, HP10BII, TI BA II Plus, and Sharp EL 733A. You can purchase this text directly from the publisher by calling, (866) 963-8329. Previous editions are also available used from outside vendors, such as Amazon.

For individuals using one of the three HP calculators, an alternative to the above could be:
Gillice, J. M. Financial Calculator Essentials, 2nd Ed.: Dalton Education.

Required Supplementary Material
Certified Financial Planner Board of Standards, Inc. (CFP Board) (2019). Code of Ethics and Standards of Conduct.

Certified Financial Planner Board of Standards, Inc. (CFP Board) (2021). Compliance Resources. Resources include: (1) FAQs for answers to specific questions; (2) Case Studies for real world hypotheticals; (3) Checklists and Guides for help with day-to-day client interactions; and (4) videos and webinars that bring it all together.

Optional Supplemental Resources (accessed through your institution's library online):
Journal of Financial Planning, Journal of Financial Counseling and Planning, Journal of Financial Therapy, The Journal of Consumer Affairs, Financial Planning, Financial Services Review, Investment Advisor, Journal of Financial Services Professionals, Journal of Personal Finance, or other professional journals.

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.
– – Sarah Farley, Community Development Master's Graduate,
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