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: | Oklahoma State University |
| Course Number: | HS 5303 |
| Credit Hours: | 3 credit hours - $580 per credit |
| Start/End Dates: | June 10, 2019 - August 02, 2019 |
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
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 Financial Planning: Theory & Practice
Dalton, Michael; Dalton, James
Cangelosi, Randall; Guttery, Randal
Edition: 10th edition
Publisher: Kaplan
Course Access
Approximately three weeks prior to the beginning of the semester, students will receive preliminary course information from the Oklahoma State campus coordinator listed below. One week prior to the beginning of the semester, students will receive an email with their login name and password. OSU's online courses are facilitated by Canvas.
Brianna Cooper-Kordinak for Agricultural Education, Animal Science, and Grassland Management.
Rae Ann Montgomery for Dietetics, Early Care & Education, Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Gerontology, and Merchandising.
Exam Proctor
This course does not require an exam proctor.
Synchronous Components
This course does not include synchronous components.
As a career switcher, returning student with over the 10-year gap, and non-native English-speaking learner, I was worried that I couldn't complete the Initial Teacher Certification program within a couple of years. The professors are extremely knowledgeable and experienced in each subject and support students to succeed compassionately in any possible way. The master's courses are well-designed and rewarding as I can see my learning progress instantly. Thanks to Great Plains IDEA, I am starting my new career being a high school FCS teacher this fall!