Skip to main content

Family Financial Planning Graduate Programs

Master's Degree Course Information

Financial Planning - Case Studies*

University:
Montana State University Montana State University logo
Course Number:
HDFP 572
Credit Hours:
3 credit hours - $622 per credit
Start/End Dates:
August 20, 2025 - December 11, 2025

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

Kimbree Redburn
kimbree.redburn@montana.edu

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

Cases in Financial Planning: Analysis and Presentation
Dalton, M., J., &Oakley, K.
Edition: 4th
ISBN: 978-1-946711-68-7
Publisher: Money Education

Course Access

Desire2Learn at MSU will end after spring 2025.
MSU will begin using Canvas for summer classes and beyond.

Approximately three weeks before the first day of class, Montana State University emails course confirmation letters containing course start and end dates, required textbooks/materials, library access, and other important information.

  • Approximately 7-10 days before the course start date, students receive another email with the steps that they need to take to set up their LMS login and get instructions on how to obtain their usernames and passwords. (Desire2Learn through spring 2025; Canvas starting summer 2025 and beyond).
  • Students are encouraged to contact Kimbree Redburn if they are having trouble accessing the LMS.

Courses may not be available to students until the first day of class.

Exam Proctor

This course does not require an exam proctor.

Synchronous Components

This course does not include synchronous components.

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.