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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/Summer 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
CourseCreditsFallSpringSummerFallSpringSummerFallSpringSummer
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
CourseCreditsFallSpringSummerFallSpringSummerFallSpringSummer
Insurance Planning for Families*3Doug NelsonUNLUNL
Personal Income Taxation*3Jonathan FoxJonathan FoxJonathan FoxISU
Investing for the Family's Future*3Mengya WangEdward Anderson, IIIOSU
Retirement Planning, Employee Benefits, and the Family*3Doug NelsonDoug NelsonUNL
Estate Planning for Families*3M.J. KabaciKimbree RedburnMTSUMTSU

Capstone 3 credit hours

This required course should be taken after all core courses have been completed. 
2024202520262027
CourseCreditsFallSpringSummerFallSpringSummerFallSpringSummer
Financial Planning - Case Studies*3Kimbree RedburnKimbree RedburnKimbree RedburnMTSUMTSUMTSU

Electives 12 credit hours

Consult your academic advisor for more information. Practicum credits vary.
2024202520262027
CourseCreditsFallSpringSummerFallSpringSummerFallSpringSummer
Financial Counseling^3Jim DealNDSUNDSU
Family Financial Planning - Practicummultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universitiesmultiple universities
Financial Theory & Research I3Nicole WanagoMTSUMTSU
Housing/Real Estate3M.J. KabaciOSU
Military Personal Finance3Doug NelsonUNL
Professional Practices in FFP3UNLUNL
Seminar: Values and Impact Investing3Doug NelsonUNL
2024202520262027
CourseCreditsFallSpringSummerFallSpringSummerFallSpringSummer
Seminar: Psychology of Financial Planning3Charles ChaffinISUISU

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
CourseCreditsFallSpringSummerFallSpringSummerFallSpringSummer
Contemporary Perspectives on Adult Development and Aging3Alex BishopAlex Bishop
Foundations in Integrative Aging Studies3Joe SampleISUISU