Master's Degree - Family Financial Planning

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2023 Fall Course Info
Estate Planning for FamiliesFinancial CounselingInsurance Planning for FamiliesInvesting for the Family's FuturePersonal Income TaxationRetirement Planning, Employee Benefits, and the FamilyHousing/Real EstateFinancial Theory & Research IIMilitary Personal FinanceFinancial Planning - Case StudiesFundamentals for Family Financial Planning
2023 Summer Course Info
Financial Theory & Research IInsurance Planning for FamiliesHousing/Real EstateSeminar: Communication in Financial PlanningSeminar: Values and Impact InvestingFinancial Planning - Case StudiesFundamentals for Family Financial Planning
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.
Summer 2023 Course Information
Seminar: Communication in Financial Planning
Course Description
This course provides students with an introduction to the process of developing productive client-planner relationships. Topics will include communication strategies and techniques, client information gathering and management, various approaches for creating meaningful client deliverables, ethics, and legal issues.
Contacts
Instructor

Axton Betz-Hamilton
Office: 309-338-9889
axton.betzhamilton@sdstate.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

Communication Essentials for Financial Planners: Strategies and Techniques
Grable, John E.; Goetz, Joseph W.
Edition: 1st Edition
ISBN: 978-1119350781
Publisher: Wiley

Course Access
 
Your username and password for D2L will be the same when you first log in. For example, if your name is MaryJo McCullough, then your username will be MaryJo.McCullough and your password will be MaryJo.McCullough. Usernames and passwords are case sensitive and you will be required to change your password once you have logged in.
 
If you have trouble completing any of the steps above, forget your password, or have any questions, please contact the SDState Support Desk at 605-688-6776 for assistance.
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 »

Laurito_Autumn_Headshot_for_Website1.pngThe Great Plains IDEA program has granted me opportunities through online learning that would never be possible in a traditional setting. As a military family, we are required to move frequently and sometimes unexpectedly. There were times when I lived in three different states in a matter of one year. The Great Plains IDEA program allows me to receive an outstanding education regardless of my home state. I have access to classes and universities throughout the United States to provide a comprehensive array of knowledge in my field. The Great Plains IDEA program has proven to be an excellent fit for myself and for my family.

– – Autumn Laurito, Dietetics Master's Student,
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