Master's Degree - Family Financial Planning

Course Information
Financial Planning - Case Studies

Course Description
All other courses in the program must be completed as a prerequisite for enrolling in this course. Integrating both theoretical and applied concepts to a comprehensive personal financial plan and several smaller case studies, students illustrate their understanding of ethical considerations, regulation and certification requirements, written communication skills, presentation of technical issues, and professional responsibility.
Contacts
Instructor

Kimbree Redburn
kimbree.redburn@montana.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

The Fundamentals of Writing a Financial Plan
J.E. Grable, M.E. Kruger, & M.R. Ford
Edition: 1st
ISBN: 978-194506365
Publisher: The National Underwriter Company.

The case approach to financial planning
J.E. Grable, R.A. Sages, & M.E. Kruger
Edition: 4th
ISBN: 978-194506358
Publisher: The National Underwriter Company.


Course Access
 
Approximately three weeks before the first day of class, Montana State University emails course confirmation letters containing course start and end dates, required textbooks/materials, library access and other important information.
 
Approximately 7-10 days before the course start date, students receive a letter via regular mail containing their username and password to access Desire2Learn at MSU
  • Students are encouraged to contact M.J. Kabaci if they have changed their mailing address.
  • MSU-Bozeman students will not receive a letter containing their username and password. They will receive separate instructions on how to obtain their usernames and passwords.
Courses may not be available to students until the first day of class.
 

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.

Janice Santiago is a graduate student in the family and community services program.I was looking for the education I needed to take the next step in my career to a program director or executive director.  I spent a lot of time searching for a university and degree that matched my education in community organizing and advocacy and aligned with my interest in families and community services and supports.  Finding GP IDEA and reading about the courses and career tracks of those who earned the MA in Family & Community Services, I knew right away that this was the degree and program for me. It has lived up to all I had hoped!

As a single mother who works full-time and is raising a son with Autism, and is a member of the sandwich generation taking care of family elders, everything about this program from the courses, schedules, available resources, support of peers and professors have made this the best possible learning experience I could have asked for.  

– – Janice Santiago, Family and Community Services Student,
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