Master's Degree - Family Financial Planning

Summer 2024 Course Information
Seminar: Communication in Financial Planning

Course Description
This course provides students with an introduction to the process of developing productive client-planner relationships. Topics will include communication strategies and techniques, client information gathering and management, various approaches for creating meaningful client deliverables, ethics, and legal issues.
Contacts
Instructor

Axton Betz-Hamilton
Office: 309-338-9889
axton.betzhamilton@sdstate.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

Not Required


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.

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.

Shannon Spencer is a graduate student in the agricultural education program.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.

– – Shannon Spencer, Agricultural Education Master's Degree Student,
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