Skip to main content

Family Financial Planning Graduate Programs

Master's Degree Course Information

Fundamentals for Family Financial Planning

University:
North Dakota State University North Dakota State University logo
Course Number:
HDFS 770
Credit Hours:
3 credit hours - $600 per credit
Start/End Dates:
August 22, 2023 - December 15, 2023

Overview

Course Description

This course focuses on issues and concepts related to the overall financial planning process and establishing client-planner relationships. Students explore services provided to families, documentation required, and client and Certified Financial Planner™ licensee responsibilities. Students develop competencies for gathering of client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data. Emerging issues and the role of ethics in financial planning are an integral part of the course.

Contacts

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

Personal Finance
Jack Kapoor, Les Dlabay, Robert J. Hughes, Melissa Hart
Edition: 13th
ISBN: 978-1260013993
Publisher: McGraw Hill Higher Education

Course Access

 
Approximately three weeks before the first day of class at North Dakota State University, campus coordinator Stacy Duffield will touch base with students via email.  She will encourage students to look for an email the week before classes start that will include instructions for accessing courses at NDSU.  
 
One week before NDSU classes begin, students will receive Stacy's email which includes their ID number, user ID name, and instructions for setting up their Blackboard account at NDSU.  Students may then set their own password and security questions, choose to forward emails to a different account and activate their NDSU Live account. 
 
Courses may not be visible to students until the first day of classes.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Comments

Loose Leaf: 978-1260799781
Hardcover: 978-1260013993

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.