Montana State University
MSU 2010-2012 Catalog > Human Development - Family Financial Planning Courses

HDFP
Human Development - Family Financial Planning Courses


HDFP 505   FAMILY SYSTEMS

HDFP 510   FUNDAMENTALS OF FINANCIAL PLANNING

HDFP 515   INSURANCE PLANNING FOR FAMILIES

HDFP 520   INVESTING FOR THE FAMILY'S FUTURE

HDFP 525   RETIREMENT PLANNING, EMPLOYEE BENEFITS AND THE FAMILY

HDFP 530   ESTATE PLAN FOR FAMILY 

HDFP 540   PERSONAL INCOME TAXATION

HDFP 545   FAMILY ECONOMICS

HDFP 550   HOUSING/REAL ESTATE

HDFP 555   FINANCIAL COUNSELING

HDFP 560   PROFESSIONAL PRACTICES IN FAMILY FINANCIAL PLANNING

HDFP 572   FINANCIAL PLANNING-CASE STUDIES

HDFP 575   PROFESSIONAL PAPER

HDFP 576   PROFESSIONAL PRACTICUM IN FAMILY FINANCIAL PLANNING

HDFP 505 FAMILY SYSTEMS
F 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- This class explores the family as a system within the broader context of society. The developmental stage of the family will be the framework for studying the family system over the family life cycle and for exploring critical aspects of the family such as communication, economics, relationship quality, and interaction with other systems. We will also explore how Family Science approaches different issues and what scientists choose to study about families. This course is offered as a distance-delivered course from North Dakota State University.

HDFP 510 FUNDAMENTALS OF FINANCIAL PLANNING
F 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- This course provides an overview of family financial planning by integrating concepts and issues with planning and counseling applications. Students will be introduced to the key concepts of family financial planning, including: insurance, tax investments, retirement, and estate planning. The family financial planning process is introduced with an emphasis on the integration and application of concepts in meeting individual and family financial goals and objectives. Other topics presented include an ethics overview, compensation trends within the industry, and regulatory frameworks. This course is offered as a distance-delivered course from Kansas State University.

HDFP 515 INSURANCE PLANNING FOR FAMILIES
S 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- The course covers risk management concepts, tools, and strategies for individuals and families, as well as ethical consideration. Case studies provide experience in selecting insurance. This course is offered as a distance-delivered course from the University of Nebraska.

HDFP 520 INVESTING FOR THE FAMILY'S FUTURE
F 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- This course covers various aspects of the principles of investments and their application to family financial planning. Topics include risk analysis, risk reduction, expected returns of various investments, and the nature of securities markets and investment companies. This course is offered as a distance-delivered course from Iowa State University.

HDFP 525 RETIREMENT PLANNING, EMPLOYEE BENEFITS AND THE FAMILY
F 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- This course covers retirement planning for the individual and the family. Topics include qualified retirement plans, nonqualified plans, IRAs and other plans that offer tax advantages to the individual and family. This course is offered as a distance-delivered course from the University of Nebraska.

HDFP 530 ESTATE PLAN FOR FAMILY
S 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- Course covers the basics of estate planning for families including understanding the basic elements of estate planning, analyzing case studies of estate planning situations, and developing skills to work with families on estate planning problems.

HDFP 540 PERSONAL INCOME TAXATION
F 3 cr. LEC 3
PREREQUISITE: Graduate standing.
--Course covers the basics of personal income taxation including taxation terminology, taxation issues in investments, taxes and retirement planning, tax management techniques, tax implications in marriage and other close relationships, and other tax topics related to family financial well-being.

HDFP 545 FAMILY ECONOMICS
Su 3 cr. lec 3
PREREQUISITE: Graduate standing.
-- This course will cover the major issues relative to the economics of families, including household production and human capital development. It will also cover the economics of crises, public policy and family life cycle spending, saving and borrowing. A theoretical and research perspective will be used to illuminate the concepts in the course. This course is offered as a distance-delivered course from South Dakota State University.

HDFP 550 HOUSING/REAL ESTATE
Su 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- An overview of the role of housing and real estate in the financial planning process from a theoretical perspective. Taxation, legal aspects, mortgages, and financial calculations related to home ownership and real estate investments are included. New and emerging issues in the context of housing and real estate will be emphasized. The role of ethics in financial planning with housing and real estate will also be included. This course is offered as a distance-delivered course from Oklahoma State University.

HDFP 555 FINANCIAL COUNSELING
S 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- This course emphasizes the development of professional skills for assisting individuals and families to become responsible financial managers through the financial counseling process. Professionals with financial counseling preparation may assist in preventing, alleviating, and/or eliminating financial problems. This course is offered as a distance-delivered course from North Dakota State University.

HDFP 560 PROFESSIONAL PRACTICES IN FAMILY FINANCIAL PLANNING
S 3 cr. LEC 3
-- This course will cover the professional practice of family financial planning including the process of planning and counseling, ethics of professional practice, types of organizations offering planning and counseling services, and the evaluation of effectiveness in planning and counseling. This course is offered as a distance-delivered course from Kansas State University.

HDFP 572 FINANCIAL PLANNING-CASE STUDIES
F 3 cr. LEC 3
PREREQUISITE: Graduate standing.
-- This course is a capstone course in the FFP masters and involved the analysis and presentation of case studies that require the application of all material gained in the masters courses to the financial planning process for families. This course is offered as a distance-delivered course form Kansas State University.

HDFP 575 PROFESSIONAL PAPER
F,S,Su 1-4 cr. IND Maximum 6 cr.
PREREQUISITE: Graduate standing.
--A research or professional paper or project dealing with a topic in the field. The topic must have been mutually agreed upon by the student and his or her major advisor and graduate committee.

HDFP 576 PROFESSIONAL PRACTICUM IN FAMILY FINANCIAL PLANNING
F,S,Su 3 cr. LEC 3
PREREQUISITE: Graduate standing and consent of instructor.
--Practicum experience in the field of family financial planning.

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