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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 Spring 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 DealNDSUNDSU

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 MorrisonDoug NelsonUNLUNL
Personal Income Taxation*3Jonathan FoxJonathan FoxJonathan FoxISUISU
Investing for the Family's Future*3Kathleen BoydMengya WangOSUOSU
Retirement Planning, Employee Benefits, and the Family*3Doug NelsonDoug NelsonUNLUNL
Estate Planning for Families*3M.J. KabaciM.J. KabaciKimbree RedburnMTSUMTSU

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 RedburnKimbree RedburnMTSUMTSUMTSUMTSU

Electives 12 credit hours

Consult your academic advisor for more information. Practicum credits vary.
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Counseling^3Jim DealJim DealNDSUNDSU
Family Financial Planning - Practicum3multiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universities
Financial Theory & Research I3M.J. KabaciM.J. KabaciNicole WanagoMTSUMTSU
Housing/Real Estate3M.J. KabaciM.J. KabaciOSUOSU
Military Personal Finance3Doug NelsonUNLUNL
Professional Practices in FFP3Doug NelsonDoug NelsonUNLUNL
Seminar: Communication in Financial Planning3Axton Betz-Hamilton
Seminar: Values and Impact Investing3UNLUNL
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Seminar: Psychology of Financial Planning3Charles ChaffinCharles ChaffinISUISU
Seminar: Financial Abuse Across the Lifespan3Axton Betz-Hamilton

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 MartinJoe SampleISUISU