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 - $565 per credit |
| Start/End Dates: | June 11, 2018 - August 03, 2018 |
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 Series: Theory and Practice
Michael A. Dalton and James F. Dalton
Edition: 9th
ISBN: 978-14-75440867
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 non-traditional college student in my early 50s, living and working in the Pacific Island of Guam, choosing the right program for graduate studies was very important to me. The process of selecting the right program was intentional – it had to offer a diverse student population, professors with real-life experiences, a safe space to share cultural perspectives, and a curriculum that offered classes that were aligned with students’ educational and professional goals. The Great Plains IDEA program met and exceeded all my expectations. Concepts from every course have been applied in my profession to the extent that it has aided in the expansion of our services and the population we serve. As I reflect on these successes, I attribute much of it to the genuine care of the GP IDEA professors who were as passionate about the success of each student as they were in the subjects they taught. GP IDEA was definitely the right program for me!