Montana State University

Family Financial Planning

Request Info

Janine Hansen
Program Manager
(406) 994-5240
jhansen@montana.edu


Delivery

Online

Total Credits

42 credits

Tuition

$500 a credit hour

Designed For

Fully or partially employed students who already have a bachelor's degree and want to work in the area of family financial planning.

What You Will Earn

You will earn the same regionally accredited Montana State University degree that a student on the Bozeman campus is awarded. Your diploma and transcript are identical to those given to on-campus students.

Accreditation

Montana State University is accredited by the Northwest Commission on Colleges and Universities (NWCCU).

Consortium Web site

The Family Financial Planning program is offered through the Great Plains Distance Education Alliance.


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Degree

  • Master of Science in Health and Human Development with an option in Family Financial Planning

Overview

This program helps working professionals who already have bachelor's degrees start careers assisting people with personal finances. The program is conducted in cooperation with the Board of Standards for the Certified Financial Planner® program. Successful students will be eligible to take the Certified Financial Planner® Certification Examination.

The Family Financial Planning program is offered through the Great Plains Distance Education Alliance, a consortium of eight mid-western and western land-grant universities, including:

  • Iowa State University
  • Kansas State University
  • University of Missouri-Columbia
  • University of Nebraska-Lincoln
  • North Dakota State University
  • Oklahoma State University
  • South Dakota State University
  • Montana State University

MSU Family Financial Planning students can expect to take approximately 2 to 3 three-credit online courses from each of the participating institutions throughout the course of their degree, benefiting from shared resources and shared intellectual expertise.

Students choose one of the eight institutions as their “home,” where they are officially enrolled as graduate students. Advisors are faculty members from the home school. Students enroll in all courses through their homes. Neither coursework nor cost varies by institution.

Requirements

42 credits of graduate coursework, including a professional practicum and professional paper, which are supervised experiences or projects in family financial planning

Curriculum

HDFP 510, Fundamentals of Financial Planning (3 cr)
HDFP 555, Financial Counseling (3 cr)
HDFP 545, Family Economics (3 cr)
HDFP 505, Family Systems (3 cr)
HDFP 515, Insurance Planning for Families (3 cr)
HDFP 550, Housing/Real Estate (3 cr)
HDFP 540, Personal Income Taxation (3 cr)
HDFP 530, Estate Planning for Families (3 cr)
HDFP 520, Investing for the Family’s Future (3 cr)
HDFP 560, Professional Practices in Financial Planning (3 cr)
HDFP 525, Retirement Planning, Employee Benefits and the Family (3 cr)
HDFP 576, Professional Practicum (3 cr)
HDFP 572, Financial Planning Case Studies (3 cr)
HDFP 575, Professional Paper (3 cr)

GPIDEA's upcoming schedule of course offerings.

Faculty

Deborah C. Haynes, Ph.D.
Associate Professor, Consumer Economics
Montana State University
Department of Health and Human Development
Herrick Hall
Bozeman, MT 59717
(406) 994-5013
(406) 994-2013 (fax)
dhaynes@montana.edu

Why Choose Montana State University as Your Home Institution

Advisors in the Department of Health and Human Development have a reputation for being very attentive to caring for the student’s well-being in a holistic way. While the teaching is rigorous and requires both effort and intellect, we understand that the class is only one element in an overall life. Given that we value the individual and family, the student is viewed in the context of his or her multiple roles. Advisors provide both a listening post and a source of advice for students. Out here in the West, we are known for being friendly and genuine and we accomplish that, even online.

Use of the Certified Financial Planner™ Designation

CFP™ and Certified Financial Planner™ are federally registered servicemarks of the Certified Financial Planner of Standards, certified Financial Planner™ designation. The right to use the marks CFP™ and Certified Financial Planner™ is granted by the CFP Board to those persons who have met its rigorous education standards passed the CFP Certification Examination, satisfied a work experience requirement, and agreed to the CFP Board Code of Ethics and Personal Responsibility. Only persons registered with CFP Board are permitted to sit for the CFP Examination. CFP™ certification and license are issued only by the CFP Board.

Frequently Asked Questions

How many credits are required for the CFP® preparation courses?

We offer six three-credit courses (18 credits in all) to fulfill the education requirement to take the exam to become a Certified Financial Planner™:

  • Fundamentals of Financial Planning (3 cr)
  • Investing for the Family’s Future (3 cr)
  • Retirement Planning (3 cr)
  • Personal Income Taxation (3 cr)
  • Insurance Planning for Families (3 cr)
  • Estate Planning for Families (3 cr)

These courses may be taken in any order, but it is recommended that the Fundamentals course be taken first.

See more Frequently Asked Questions about the Family Financial Planning program.

For More Information

Contact Janine Hansen, Program Manager, at jhansen@montana.edu or (406) 994-5240.

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