Family Financial Planning Graduate Programs

Master's Degree Course Information

Financial Planning - Case Studies*

University:

Iowa State University

Course Number:

FFP 595

Credit Hours:

3 credit hours - $590 per credit

Start/End Dates:

January 25, 2021 - May 06, 2021

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

Jonathan Fox
Office: 515-294-6993
jjfox@iastate.edu

Campus Coordinator

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

Textbooks

Cases in Financial Planning: Analysis and Presentation
Kathleen Oakley, Michael Dalton, and James Dalton
Edition: 3rd (2014) or 4th (2017) edition
ISBN: 978-1936602445

Course Access

Canvas at ISU

In the three weeks prior to the start of class, students will receive course information and access instructions via email from the Iowa State campus coordinator, Iowa State Online.

The email will include instructions for how students can set up their Iowa State Net-ID and password which is needed to log into Iowa State’s Canvas system. It typically takes 1-2 business days after setting up a Net-ID before students can log into Iowa State’s Canvas. Courses may not be visible in Canvas until the first day of class.

If students experience problems registering for a Net-ID, they can contact the Iowa State Solution Center for assistance at 515-294-4000. Students will need their 9-digit ISU university ID (provided in the ISU campus coordinator email) for the Solution Center to assist them. The Solution Center is open evenings and weekends. View the Solution Center's hours of operation.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

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.