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Family Financial Planning Graduate Programs

Master's Degree Course Information

Fundamentals for Family Financial Planning^

University:
Oklahoma State University Oklahoma State University logo
Course Number:
FFP 5303
Credit Hours:
3 credit hours - $590 per credit
Start/End Dates:
August 17, 2020 - December 04, 2020

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 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 Financial Planning: Theory & Practice, 10th Edition https://www.kaplanfinancial.com/universities/students/cfp/student-course-materials
Dalton, Michael; Dalton, James, Cangelosi, Randal; Guttery, Randall
Edition: 10th
ISBN: 9781475481877
Publisher: Kaplan

Course Access

 
Approximately three weeks prior to the beginning of the semester, students will receive preliminary course information from the Oklahoma State campus coordinator listed below. One week prior to the beginning of the semester, students will receive an email with their login name and password. OSU's online courses are facilitated by Canvas.
 
Brianna Cooper-Kordinak for Agricultural Education, Animal Science, and Grassland Management. 
Rae Ann Montgomery for Dietetics, Early Care & Education, Family & Community Services, Family & Consumer Sciences Education, Family Financial Planning, Gerontology, and Merchandising. 

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

Comments

The course textbook can be found here:

https://www.kaplanfinancial.com/universities/students/cfp/student-course-materials

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.