Family Financial Planning
Dr. Deborah Haynes
Department of Health and Human Development
217 Herrick Hall, Bozeman, MT 59717-3540
406-994-5013 Email: firstname.lastname@example.org
The Family Financial Planning master's degree is a 36-credit distance degree program that is offered through a consortium of eight mid-western and western land-grant universities through Great Plains Interactive Distance Education Alliance (GP-IDEA). The participating land grant universities are:
- Iowa State University
- Kansas State University
- University of Missouri--Columbia
- University of Nebraska--Lincoln
- Oklahoma State University
- North Dakota State University
- South Dakota State University
- Montana State University
The program is registered with the Certified Financial Planner® Board of Standards and meets the education criteria for individuals who wish to fulfill the education component for obtaining CFP® certification. Students may also take the six core courses to fulfill this CFP® education requirement, rather than the full master's program. As a participating university in this consortium, Montana State University offers two of the twelve required courses, in addition to a three-credit practicum experience and a three-credit professional paper. The program is designed to be a part-time program for fully or partially employed students.
Applicants apply at their home institution and take approximately two to three 3-credit courses via distance delivery from each of the participating universities, at a uniform tuition rate determined by the consortium. More information is available at www.montana.edu/montanagpidea/faq.htm
Two plans for program completion are available: the professional paper plan and the course work-only plan.
Professional Paper/Project Plan
This option is appropriate for students who want to conduct their own original research or to participate in a project of interest. This option is particularly appropriate for students who wish to continue to get a Ph.D. A maximum of six (6) professional paper/project credits can be taken. If the student is using faculty time or university facilities to work on their professional paper/project, the student must be registered for HDFP 575 credits. The HDFP 575 credits can be graded or taken pass/fail, as negotiated between the student and the professional paper/project faculty adviser.
Course Work-Only Plan
This plan is for family financial planning students who intend to only work as a financial planning practitioner and have no intention of continuing for a Ph.D. A minimum of 36 credits of coursework is required and a practicum is highly recommended for this coursework only option.
The program does qualify for financial aid. However, it is a self-supporting program and as such is not eligible for faculty and staff fee waivers through the MUS system.
Required Courses in Family Financial Planning:
(subject to change - check with program contact)
|HDFP 510||Fundamentals of Family Financial Planning||3|
|HDFP 515||Insurance Planning for Families||3|
|HDFP 520||Investing for Family's Future||3|
|HDFP 525||Retirement Planning, Employee Benefits, and Families||3|
|HDFP 530||Estate Planning for Families||3|
|HDFP 540||Personal Income Taxation||3|
|HDFP 545||Family Theory and Research I||3|
|HDFP 572||Financial Plan Case Studies||3|
|HDFP 550||Housing/Real Estate||3|
|HDFP 555||Financial Counseling||3|
|HDFP 560||Professional Practices in Family Financial Planning||3|
|HDFP 575||Professional Paper||1-4|
|HDFP 576||Professional Practicum||3|
|Other electives as agreed upon by the student and the student's graduate committee|