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Family Financial Planning Graduate Programs

Graduate Certificate Course Information

Financial Planning - Case Studies*

University:
South Dakota State University South Dakota State University logo
Course Number:
CA 755
Credit Hours:
3 credit hours - $600 per credit
Start/End Dates:
May 30, 2023 - August 04, 2023

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

Instructor

Kathryn Morrison
kathryn.morrison@sdstate.edu

Campus Coordinator

For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university 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 IDEA process for requesting accommodations.

Learn More

Textbooks

Cases in Financial Planning: Analysis and Presentation,
Dalton, M., Dalton, J., & Oakley K.
Edition: (2019). 4th Ed.
ISBN: 978-1-946711-68-7
Publisher: Money Education

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.

Comments

Textbook: https://www.money-education.com/texts/cases-in-financial-planning

 

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.