Master's Degree - Family Financial Planning

« Graduate Certificate - Financial Planning
« Graduate Certificate - Financial Counseling
2024 Fall Course Info
Estate Planning for FamiliesInsurance Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyHousing/Real EstateSeminar: Values and Impact InvestingFinancial Planning - Case StudiesFundamentals for Family Financial PlanningContemporary Perspectives on Adult Development and Aging
2024 Summer Course Info
Financial Theory & Research IInsurance Planning for FamiliesMilitary Personal FinanceSeminar: Communication in Financial PlanningSeminar: Survey of Digital Investment AssetsFinancial Planning - Case Studies
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.
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
Grable, J.E., Kruger, M.E., & Ford, M.R.
Edition: 1st
ISBN: 978-194506365
Publisher: The National Underwriter Company.

The case approach to financial planning
Grable, J. E., Sages, R.A., & Kruger, M.E.
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.

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.
More about our members »

Reuel Drilon is a student in the gerontology and aging studies program.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!

– – Reuel C. Drilon, Gerontology and Aging Studies Graduate Student,
See more testimonials »