Master's Degree - Family Financial Planning

Course Information
Fundamentals for Family Financial Planning

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
Instructor

Jim Deal
Office: 701-231-7568
Fax: 701-231-9645
jim.deal@ndsu.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
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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

Fundamentals of Financial Planning
Dalton, Dalton, Gillice, and Langdon
Edition: 5th
ISBN: 978-1-936602-41-4
Publisher: Money Education


Course Access
 
Approximately three weeks before the first day of class at North Dakota State University, campus coordinator Stacy Duffield will touch base with students via email.  She will encourage students to look for an email the week before classes start that will include instructions for accessing courses at NDSU.  
 
One week before NDSU classes begin, students will receive Stacy's email which includes their ID number, user ID name, and instructions for setting up their Blackboard account at NDSU.  Students may then set their own password and security questions, choose to forward emails to a different account, and activate their NDSU Live account. 
 
Courses may not be visible to students until the first day of classes.

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.

Shaun Libby is a graduate student in the youth development program at Michigan State.It is incredibly refreshing to see major universities working together in order to offer such high-quality degree programs and experiences for their students all while keeping tuition rates affordable. I had a roughly 10-year gap between finishing my bachelor’s degree and starting my master’s program. I have found all of the faculty at the different universities extremely welcoming and encouraging, which has made my return to school so much smoother.

– – Shaun Libby, Youth Development Master's Degree Student,
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