Master's Degree - Family Financial Planning

Spring 2023 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 coordinators:

Katie Mott for Dietetics, ECEMS, FFP, Gerontology, and Youth Development
Sydney Hadacek for Community Development, Swine Science, Food Safety, Agriculture Mechanization, and Quantitative Genetics & Genomics

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.

Jenna Kilawee smiling at the camera as a female resident in her assisted living facility sits next to her kissing her cheek.I needed something flexible that would allow me to "attend" classes in the middle of the night, on the weekends, while at home with my newborn son, or whenever I could spare a minute.  The Great Plains IDEA program allowed me to do just that.  I was able to continue my life while advancing my career.  Even before I graduated I had job offers lined up that I had only dreamed about before pursuing my master's degree in gerontology.

– – Jenna Kilawee, Gerontology Graduate,
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