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Spring 2008 Courses

Family Systems
Course: Family Financial Planning (FFP) 520, section XG

Research and theory relative to family functioning throughout the life cylce will be studied, especially financial decision making during crisis and conflict. Emphasis will be given to factors that shape family values, attitudes, and behaviors from a mulit-cultural perpective. New and emerging issues critical to family functioning will be addressed.
Prerequisites: Must be enrolled in Family Financial Planning Graduate Program
Computer Requirements: Internet access and email capability
Dates: 01/07/2008-05/02/2008
Delivery Method: Online
Credit: 3 graduate credits
Tuition: $1245
Computer fee applies--see table
Off-campus program: Master of Family and Consumer Sciences, Master of Science in Family Financial Planning,Certificate in Family Financial Planning
Instructor: David Fournier, Professor
Text: TBA

Financial Counseling
Course: Family Financial Planning (FFP) 535, section XG

Theory and research regarding the interactive process betweeen the client and the practitioner, including communication techniques, motivation and esteem building, the counseling environment, ethics, and methods of data intake, verification, and analysis. Other topics include legal issues, compensation, uses of technology to identify resources, informtion management and current or emerging issues.
Prerequisites: Must be enrolled in Family Financial Planning Graduate Program
Computer Requirements: Internet access and email capability
Dates: 01/08/2008-05/09/2008
Delivery Method: WebCT
Credit: 3 graduate credits
Tuition: $1245
Computer fee applies--see table
Off-campus program: Master of Family and Consumer Sciences, Master of Science in Family Financial Planning,Certificate in Family Financial Planning
Instructor: Margaret Fitzgerald, PhD, Associate Professor
Registration Deadline: December 01, 2007
Text: Pulvino, C.J., Lee, J.L., & Pulvino, C.A. (2002). Financial Counseling: A Strategic Approach. Madison, WI: Instructional Enterprises. Loonin, D., Williamson, O., & Klein, G. (most recent edition). Surviving Debt. The National Consumer Law Center. http://www.consumerlaw.org

Estate Planning for Families
Course: Family Financial Planning (FFP) 540, section XG

Fundamentals of the estate planning process will be studied, including estate settlement, estate and gift taxes, property ownership and transfer, and powers of appointment. Tools and techniques used in implementing an effective estate plan, ethical considerations in providing estate planning services and new and emerging issues in the field will be explored. Case studies will provide experience in developing estate plans suitable for varied family forms.
Prerequisites: Permission of department.
Computer Requirements: Internet access and email capability
Dates: January 16-May 09
Delivery Method: WebCT
Credit: 3 graduate credits
Tuition: $1245
Delivery fee: None
Computer fee applies--see table
Off-campus program: Master of Family and Consumer Sciences, Master of Science in Family Financial Planning,Certificate in Family Financial Planning
Instructor: Ann Perkins, Asst Professor
Registration Deadline: December 01, 2007
Text: TBA

This course is offered through the Great Plains Interactive Distance Education Alliance (GPIDEA, http://www.gpidea.org/). Register through the ISU campus GPIDEA coordinator, (515) 294-0211, or cfcsgrad@iastate.edu. Priority is given to students in the Master of Family and Consumer Sciences, Family Financial Planning Specialization.

Housing and Real Estate in Family Financial Planning
Course: Family Financial Planning (FFP) 541, section XG, section XH
Crosslisted as Human Development and Family Studies (HDFS) 541, section XW

An overview of the roles of housing, and real estate in the family financial planning process from a theoretical perspective. Taxation, legal aspects, mortgages, and finanical calculations related to home ownership and real estate investments are included. New and emerging issues in the context of housing and real estate are emphasized. Role of ethics in family financial planning with housing and real estate included.
Prerequisites: Permission of department; must be enrolled in FFP Graduate Program.
Computer Requirements: Internet access and email capability
Dates: January 14-May 09
Delivery Method: online
Credit: 3 graduate credits
Tuition: $1245
Delivery fee: None
Computer fee applies--see table
Off-campus program: Master of Family and Consumer Sciences with specialization in Family Financial Planning, Master of Family and Consumer Sciences
Instructor: Patricia Swanson, Adjunct Assistant Professor
Registration Deadline: December 01, 2007
Text: TBA

This course is offered through the Great Plains Interactive Distance Education Alliance (GPIDEA, http://www.gpidea.org/). Register through the ISU campus GPIDEA coordinator, (515) 294-0211, or cfcsgrad@iastate.edu. Priority is given to students in the Master of Family and Consumer Sciences, Family Financial Planning Specialization.

Insurance Planning for Families
Course: Family Financial Planning (FFP) 555, section XG

An in-depth study of risk management concepts, tools, and strategies for individuals and families, including life insurance; property and casualty insurance; liability insurance; accident, disability, health, and long-term care insurance; and govenment-subsidized programs. Current and emerging issues, as well as ethical considerations, relative to risk managment will be discussed. Case studies will provide experience in selecting insurance products suitable for individuals and families.
Prerequisites: Permission of department
Computer Requirements: Internet access and email capability
Dates: January 14-May 09
Delivery Method: WebCT
Credit: 3 graduate credits
Tuition: $1245
Delivery fee: None
Computer fee applies--see table
Off-campus program: Master of Family and Consumer Sciences with specialization in Family Financial Planning, Master of Family and Consumer Sciences
Instructor: Dr. Sheran L. Cramer, Associate Professor
Registration Deadline: December 01, 2007
Text: Vaughan, Emmett and Therese M Vaughan. 2002. Essentials of Risk Management and Insurance, Second Edition. John Wiley & Sons, Inc., ISBN 0-471-23333-1

 

Professional Practices in Family Financial Planning
Course: Family Financial Planning (FFP) 570, section XG

Challenges of managing financial planning practices including, but not limited to: business valuation, personnel, marketing, client services, ethics and technological applications. Relying both on a theoretical as well as an applied approach, students will analyze case studies that provide relevant, practical exposure to practice management issues, with a strong emphasis on current research findings.
Prerequisites: Permission of department.
Computer Requirements: Internet access and email capability
Dates: January 17-May 16
Delivery Method: WebCT
Credit: 3 graduate credits
Tuition: $1245
Computer fee applies--see table
Off-campus program: Master of Family and Consumer Sciences with specialization in Family Financial Planning, Master of Family and Consumer Sciences
Instructor: Esther Maddux, PhD, Professor, Kansas State University
Registration Deadline: December 01, 2007
Text: Garrett, S. (2002). Garrett’s guide to financial planning: How to capture the middle market and increase your profits. Cincinnati, OH: National Underwriter. Leimberg, S.R. (Ed.), Bruckenstein, J.P., Drucker, D.J. (2004). Tools & Techniques of Practice Management. Erlanger, KY: National Underwriter. Rattiner, J. (2005). Getting started as a financial planner. Princeton, N.J: Bloomberg Press. Weiss, A. (2002). Value-based fees: How to charge and get what you’re worth. San Francisco: Jossey-Bass/Pfeiffer.

This course is offered through the Great Plains Interactive Distance Education Alliance (GPIDEA, http://www.gpidea.org/). Register through the ISU campus GPIDEA coordinator, (515) 294-0211, or cfcsgrad@iastate.edu. Priority is given to students in the Master of Family and Consumer Sciences, Family Financial Planning Specialization.

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