Master's Degree - Masters Degree

Graduate Certificate - Financial Planning
2018 Fall Course Info
Estate Planning for FamiliesFinancial CounselingFinancial Planning - Case StudiesInsurance Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyFundamentals for Family Financial Planning
2018 Summer Course Info
Financial Theory & Research IFinancial Planning - Case StudiesInvesting for the Family's FutureFundamentals for Family Financial PlanningHousing/Real EstateMilitary Personal Finance
Course Planner
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.
Fall 2018 Course Information
Investing for the Family's Future
Course Description
This course is an in-depth study of investment options for families and includes a look at common stocks, fixed income securities, convertible securities, and related choices. Students study relationship between investment options and employee/employer benefit plan choices. Integral to the course is students examining current and emerging issues and ethics.
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

Investments: An Introduction
Herbert B. Mayo
Edition: 11th
ISBN: 978-1133935995
Publisher: The College of New Jersey

Course Access
 
Students will receive course information and a welcome letter about 3 weeks prior to the start of class.  Then approximately one week before the first day of class at Iowa State University, the ISU campus coordinators (Michelle Zander or Karen Smidt) will email course access instructions to students for courses taught by Iowa State. 
Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Faculty
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.
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