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: | North Dakota State University |
| Course Number: | HDFS 770 |
| Credit Hours: | 3 credit hours - $600 per credit |
| Start/End Dates: | January 09, 2023 - May 12, 2023 |
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
Jim Deal
Office: 701-231-7568
Fax: 701-231-9645
jim.deal@ndsu.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
Kapoor, J., Dlabay, L, Hughes, R., & Hart, M.
Edition: 13th (2020)
ISBN: 9781260013993
Publisher: New York: McGraw Hill
Course Access
Approximately three weeks before the first day of class at North Dakota State University, campus coordinator Stacy Duffield will touch base with students via email. She will encourage students to look for an email the week before classes start that will include instructions for accessing courses at NDSU.
One week before NDSU classes begin, students will receive Stacy's email which includes their ID number, user ID name, and instructions for setting up their Blackboard account at NDSU. Students may then set their own password and security questions, choose to forward emails to a different account, and activate their NDSU Live account.
Courses may not be visible to students until the first day of classes.
Exam Proctor
This course does not require an exam proctor.
Synchronous Components
This course does not include synchronous components.
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