| University: | South Dakota State University |
| Course Number: | CA 755 |
| Credit Hours: | 3 credit hours - $600 per credit |
| Start/End Dates: | May 28, 2024 - August 02, 2024 |
Kathryn Morrison
[email protected]
For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
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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 Great Plains IDEA process for requesting accommodations.
Cases in Financial Planning: Analysis and
Presentation
Dalton, M., Dalton, J., & Oakley K.
Edition: 4th Ed
ISBN: 978-1-946711-68-7
Publisher: Money Education
This course does not require an exam proctor.
This course does not include synchronous components.
Required Financial Calculator
This course requires a financial calculator with a manual. The instructor is most familiar with and can provide video tutorials for the Texas Instruments BA II Plus financial calculator. The instructor is also familiar with the HP12C. You may use another financial calculator, but the instructor will not be able to answer questions regarding operation.
Suggested Text
Understanding Your Financial Calculator, 6th Ed.: Kaplan Schweser.
If you do not feel comfortable with a financial calculator for all topics, and you intend to sit for the CFP® exam, the instructor encourages you to purchase the above text. It does provide keystroke examples for the following calculators: HP 17BII, HP12C, HP10BII, TI BA II Plus, and Sharp EL 733A. You can purchase this text directly from the publisher by calling, (866) 963-8329. Previous editions are also available used from outside vendors, such as Amazon.
For individuals using one of the three HP calculators, an alternative to the above could be:
Gillice, J. M. Financial Calculator Essentials, 2nd Ed.: Dalton Education. https://www.thedaltonreview.com/rev-study-products/item-15.html
Required Supplementary Material
Certified Financial Planner Board of Standards, Inc. (CFP Board) (2019). Code of Ethics and Standards of Conduct. https://www.cfp.net/-/media/files/cfp-board/standards-and-ethics/cfp-code-and-standards.pdf?la=en&hash=AFC0087B53EDE26B2A478BD84DF7DDA3
Certified Financial Planner Board of Standards, Inc. (CFP Board) (2021). Compliance Resources. https://www.cfp.net/ethics/compliance-resources. Resources include: (1) FAQs for answers to specific questions; (2) Case Studies for real world hypotheticals; (3) Checklists and Guides for help with day-to-day client interactions; and (4) videos and webinars that bring it all together.
Optional Supplemental Resources (accessed through your institution's library online):
Journal of Financial Planning, Journal of Financial Counseling and Planning, Journal of Financial Therapy, The Journal of Consumer Affairs, Financial Planning, Financial Services Review, Investment Advisor, Journal of Financial Services Professionals, Journal of Personal Finance, or other professional journals.
The Great Plains IDEA program has granted me opportunities through online learning that would never be possible in a traditional setting. As a military family, we are required to move frequently and sometimes unexpectedly. There were times when I lived in three different states in a matter of one year. The Great Plains IDEA program allows me to receive an outstanding education regardless of my home state. I have access to classes and universities throughout the United States to provide a comprehensive array of knowledge in my field. The Great Plains IDEA program has proven to be an excellent fit for myself and for my family.