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Course Planner

Family Financial Planning Graduate Programs

Explore this four-year course planner for the family financial planning master's degree.

View Summer/Fall Course Info View all Course Descriptions View Program Page

Fundamentals 3 credit hours

This course is for students new to financial planning or seeking AFC certification. Check with your advisor before enrolling.
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CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Fundamentals for Family Financial Planning^3Jim DealNDSUNDSU

Master's Degree Core Courses 18 credit hours

Courses with an * are required to sit for the CFP® exam. Courses with an ^ are required to sit for the AFC® exam.
2025202620272028
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Insurance Planning for Families*3Doug NelsonUNLUNLUNL
Personal Income Taxation*3Jonathan FoxJonathan FoxISUISU
Investing for the Family's Future*3Edward Anderson, IIIOSUOSU
Retirement Planning, Employee Benefits, and the Family*3Doug NelsonUNLUNL
Estate Planning for Families*3Kimbree RedburnMTSUMTSUMTSU

Capstone 3 credit hours

This required course should be taken after all core courses have been completed. 
2025202620272028
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Planning - Case Studies*3Kimbree RedburnKimbree RedburnMTSUMTSUMTSUMTSUMTSU

Electives 12 credit hours

Consult your academic advisor for more information. Practicum credits vary.
2025202620272028
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Counseling^3Jim DealNDSUNDSUNDSU
Family Financial Planning - Practicum3multiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universities
Financial Theory & Research I3Nicole WanagoMTSUMTSUMTSU
Housing/Real Estate3OSUOSUOSU
Military Personal Finance3Doug NelsonUNLUNLUNL
Professional Practices in FFP3UNLUNLUNL
Seminar: Values and Impact Investing3Doug Nelson
2025202620272028
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Seminar: Psychology of Financial Planning3Charles ChaffinISUISUISU

Cross-Program Electives 3 - 6 credit hours

These electives, offered by expert faculty in the field of gerontology and aging studies, provide students with unique opportunities to expand their toolkit for supporting their aging clients while also networking with professionals who work with aging adults.
2025202620272028
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Contemporary Perspectives on Adult Development and Aging3Alex BishopOSUOSU
Foundations in Integrative Aging Studies3Joe SampleISUISUISU