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Course Planner

Family Financial Planning Graduate Programs

Explore this four-year course planner for the family financial planning master's degree.

View Summer/Fall Course Info View all Course Descriptions View Program Page

Fundamentals 3 credit hours

This course is for students new to financial planning or seeking AFC certification. Check with your advisor before enrolling.
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Fundamentals for Family Financial Planning^3Jim DealJim DealNDSU

Master's Degree Core Courses 18 credit hours

Courses with an * are required to sit for the CFP® exam. Courses with an ^ are required to sit for the AFC® exam.
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Insurance Planning for Families*3Kathryn MorrisonSDStateSDStateSDStateSDStateSDState
Personal Income Taxation*3Jonathan FoxJonathan FoxISUISUISUISU
Investing for the Family's Future*3Kathleen BoydKathleen BoydOSUOSUOSUOSU
Retirement Planning, Employee Benefits, and the Family*3Doug NelsonDoug NelsonUNLUNLUNLUNL
Estate Planning for Families*3M.J. KabaciM.J. KabaciMTSUMTSUMTSUMTSU

Capstone 3 credit hours

This required course should be taken after all core courses have been completed. 
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Planning - Case Studies*3Kimbree RedburnKathryn MorrisonKimbree RedburnSDStateSDStateMTSUSDStateSDStateMTSUSDStateSDState

Electives 12 credit hours

Consult your academic advisor for more information. Practicum credits vary.
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Counseling3Jim DealNDSUNDSUNDSU
Family Financial Planning - Practicum3multiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universities
Financial Theory & Research I3M.J. KabaciM.J. KabaciMTSUMTSUMTSUMTSU
Housing/Real Estate3M.J. KabaciM.J. KabaciMTSUMTSUMTSU
Military Personal Finance3Doug NelsonUNLUNL
Professional Practices in FFP3Doug NelsonUNLUNLUNL
Seminar: Communication in Financial Planning3Axton Betz-HamiltonSDState
Seminar: Values and Impact Investing3UNL
Seminar: Survey of Digital Investment Assets3OSU
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Seminar: Psychology of Financial Planning3Charles ChaffinISU
Seminar: Financial Abuse Across the Lifespan3Axton Betz-HamiltonSDState

Cross-Program Electives 3 - 6 credit hours

These electives, offered by expert faculty in the field of gerontology and aging studies, provide students with unique opportunities to expand their toolkit for supporting their aging clients while also networking with professionals who work with aging adults.
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Contemporary Perspectives on Adult Development and Aging3Alex BishopOSU
Foundations in Integrative Aging Studies3Peter MartinISUISUISU