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

Jonathan Fox
Office: 515-294-6993
jjfox@iastate.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

Cases in Financial Planning: Analysis and Presentation - 4th Edition
Dalton, Dalton & Oakley
Edition: 4th (2019) edition
ISBN: 978-1946711687
Publisher: Money Education


Course Access
 
In the three weeks prior to the start of class, students will receive course information and access instructions via email from the Iowa State campus coordinator, Iowa State Online
 
The email will include instructions for how students can set up their Iowa State Net-ID and password which is needed to log into Iowa State’s Canvas system. It typically takes 1-2 business days after setting up a Net-ID before students can log into Iowa State’s Canvas. Courses may not be visible in Canvas until the first day of class.
 
If students experience problems registering for a Net-ID, they can contact the Iowa State Solution Center for assistance at 515-294-4000. Students will need their 9-digit ISU university ID (provided in the ISU campus coordinator email) for the Solution Center to assist them. The Solution Center is open evenings and weekends.  View the Solution Center's hours of operation.

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.

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 »