Master's Degree - Family Financial Planning

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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 PlanningFinancial 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
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
 
Approximately 2-3 weeks before the first day of class, the SDSU campus coordinator, Sarah (Heewon) Kim, will email course access information to visiting students. 
 
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 »

Headshot photo of Ana Treptow smilingIn addition to professional development and advancement, this program challenges and promotes my personal growth as I gain skills and understanding applicable to my own life and relationships.  I look forward to using the lessons from each class in every segment of my life.

– – Ana Treptow, Family and Community Services Master's Graduate,
See more testimonials »