Gerontology Graduate Programs

Master's Degree Course Information

Fundamentals for Family Financial Planning^

University:

North Dakota State University

Course Number:

HDFS 770

Credit Hours:

3 credit hours - $610 per credit

Start/End Dates:

August 26, 2024 - December 20, 2024

Overview

Course Description

This course focuses on issues and concepts related to the overall financial planning process and establishing client-planner relationships. Students explore services provided to families, documentation required, and client and Certified Financial Planner™ licensee responsibilities. Students develop competencies for gathering client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data. Emerging issues and the role of ethics in financial planning are an integral part of the course.

Contacts

Instructor

Jim Deal
Office: 701-231-7568
Fax: 701-231-9645
jim.deal@ndsu.edu

Campus Coordinator

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

Textbooks

Personal Finance
Kapoor, J., Dlabay, L., Hughes, R., & Hart, M.
Edition: 2020
Publisher: McGraw Hill

Course Access

Blackboard at NDSU

Approximately three weeks before the first day of class at North Dakota State University, campus coordinator Stacy Duffield will touch base with students via email. She will encourage students to look for an email the week before classes start that will include instructions for accessing courses at NDSU.

One week before NDSU classes begin, students will receive Stacy's email which includes their ID number, user ID name, and instructions for setting up their Blackboard account at NDSU. Students may then set their own password and security questions, choose to forward emails to a different account and activate their NDSU Live account.

Courses may not be visible to students until the first day of classes.

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

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University Contact

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