Family Financial Planning Graduate Programs

Graduate Certificate Course Information

Financial Planning - Case Studies*

University:

Montana State University

Course Number:

HDFP 572

Credit Hours:

3 credit hours - $545 per credit

Start/End Dates:

May 15, 2017 - August 04, 2017

Overview

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 into 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

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.

Textbooks

The Process of Financial Planning -Developing a Financial Plan
Ruth H. Lytton, John E. Grable, Derek D. Klock
Edition: 2nd (9/2012)
ISBN: 9781936362981
Publisher: National Underwriter Co.

The Case Approach to Financial Planning - Bridging the Gap between Theory and Practice
John E. Grable
Edition: 3rd (9/2016)
ISBN: 9781945424021
Publisher: National Underwriter Co.

Course Access

Approximately three weeks before the first day of class, Montana State University emails course confirmation letters containing course start and end dates, required textbooks/materials, library access, and other important information.

Approximately 7-10 days before the course start date, students receive another email with the steps that they need to take to set up their LMS login and get instructions on how to obtain their usernames and passwords. MSU uses Canvas as its LMS.
Students are encouraged to contact Kimbree Redburn if they are having trouble accessing the LMS.

Courses may not be available to students until the first day of class.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Comments

A financial calculator is required for the course to perform time value of money calculations. Microsoft Office Word, Excel, and PowerPoint are necessary for case and presentation assignments.

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.

Meet Our Faculty

Click on the faculty name to get their contact information. To learn about this program at each institution, click on the university name.

University Contact

Click on the campus coordinator name to get their contact information. Click on the university name to learn more about how IDEA works at that campus.