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DANTES 2010
DANTES Independent Study Catalog
Explanation of Course Display
Footnote Codes: X = General Information, P = Prerequisite, C = Both, O = Different In-State & Out-of-State Tuition
In cases with an X Code & Not Available, contact the Institution for current book prices.
In cases with an X Code & Not Available, contact the Institution for current book prices.
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| University of South Carolina | FINA | C369 | PERSONAL FINANCE | U | 15 | 1 | 3 (S) | $375.00 | $0.00 | $375.00 | NA | ||
| Course Description: | Life insurance, health insurance, wills, trusts, Social Security, stocks, bonds, real estate, mutual funds, and other use of funds. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| Sam Houston State University | FIN | 171 | Personal Finance | L | 15 | 1 | E | 3 (S) | $240.00 | $0.00 | $240.00 | X | |
| Course Description: | A study of the problems of personal financial management. Topics include savings, risks, investment considerations, insurance, taxation, and governmental programs in financial planning, etc. Also recommended for non-business majors. This course is not open to students who have credit for FIN 367. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| University of Wyoming | FCSC | 3110 | PERSONAL FINANCE | L | 15 | 2 | 3 (S) | $282.00 | $45.00 | $327.00 | P | ||
| Footnote: | Prerequisite: Junior standing or consent of instructor. | ||||||||||||
| Course Description: | To acquaint students with personal budgeting and finance matters and relate those activities to the financial institutions involved. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| Pennsylvania State University | FIN | 108 | PERSONAL FINANCE | L | 12 | 2 | E | 3 (S) | $555.00 | $0.00 | $555.00 | C | |
| Footnote: | Prerequisite: Third semester standing. May not be scheduled by College of Business Administration students. Credit-by-examination option available. Students can bring a calculator to the exam site. The textbook comes with a worksheet booklet & computer disk - only IBM compatible. This allows the student who has access to an IBM compatible computer to use the disk. If the student does not have access to an IBM compatible computer, then he/she should use the worksheet booklet. | ||||||||||||
| Course Description: | Personal management of budgets, bank accounts, loans, credit buying, insurance, real estate and security buying. | ||||||||||||
| Postsecondary Credit by Examination | |||||||||||||
| Pennsylvania State University | FIN | 108 | PERSONAL FINANCE | L | 12 | 2 | E | 3 (S) | $555.00 | $0.00 | $555.00 | C | |
| Footnote: | Prerequisite: 3rd semester standing. May not be scheduled by College of Business Administration students. Students can bring a calculator to the exam site. The textbook comes with a worksheet booklet & computer disk - only IBM compatible. This allows the student who has access to an IBM compatible computer to use the disk. If the student does not have access to an IBM compatible computer, then he/she should use the worksheet booklet. | ||||||||||||
| Course Description: | Not Available | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Graduate Courses | |||||||||||||
| Kansas State University | FSHS | 624 | Fundamentals of Family Financial Planning | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | 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. Course is part of the Great Plains IDEA consortium in Financial Planning | ||||||||||||
| Kansas State University | FSHS | 624 | Fundamentals of Family Financial Planning | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | I. 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. | ||||||||||||
| Kansas State University | FSHS | 709 | PUBLIC POLICY AND FAMILY ECONOMIC WELL-BEING | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | Analysis of conceptual models for policy choices. Impact of socioeconomic and public policy factors on family economics well-being, including the special issues faced by financially disadvantaged and nontraditional households. Course is part of the Great Plains IDEA Consortium. Course corresponds to HDFP 545 taught by Montana State University. Instructor is TBD. | ||||||||||||
| Kansas State University | FSHS | 760 | Families, Employment Benefits, and Retirement Planning | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | Study of micro and macro considerations for retirement planning. Survey of various types of retirement plans, ethical considerations in providing retirement planning services, assessing and forecasting financial needs in retirement, and integration of retirement plans with government benefits. Course is part of GPIDEA consortium. Corresponds to CYAF 828 taught by Sheran Cramer, University of Nebraska, Lincoln. | ||||||||||||
| Kansas State University | FSHS | 762 | Investing for the Family's Future | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | An in-depth study of investment options for clients, this course will include common stocks, fixed income securities, convertible securities, and related choices. Relationships between investment options and employee/employer benefit plan choices will be studied. Current and emerging issues, and ethics will be an integral part of the course. Course is part of GPIDEA consortium. Corresponds to FFP 583 taught by Patricia Swanson at Iowa State University. | ||||||||||||
| Kansas State University | FSHS | 764 | Estate Planning for Families | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | Introduction to fundamentals of the estate planning process. Includes property transfer, tax consequences, probate avoidance, powers of appointment, and various tools/techniques used in implementing an effective estate plan. Corresponds to Estate Planning for Families, HDFP 530 taught at Montana State University. | ||||||||||||
| Kansas State University | FSHS | 766 | Insurance Planning for Families | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | 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 insurance; and government-subsidized programs. Current and emerging issues, as well as ethical considerations, relative to risk management will be discussed. Case studies will provide experience in selecting insurance products suitable for individuals and families. Corresponds to FINPLN 7382 taught by Tansel Yilmazer at University of Missouri-Columbia. | ||||||||||||
| Kansas State University | FSHS | 772 | Personal Income Taxation | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | This course provides in-depth information of income tax practices and procedures including tax regulations, tax return preparation, the tax audit process, the appeals process, preparation for an administrative or judicial forum, and ethical considerations of taxation. New and emerging issues related to taxation will be covered. Family/individual case studies provide practice in applying and analyzing tax information and recommending appropriate tax strategies. Corresponds to a course FINPLN 7187 taught by Deanna Sharpe at University of Missouri-Columbia. Course is part of the Great Plains IDEA Consortium. Required textbook is to be purchased from the vendor indicated by the teaching institution. | ||||||||||||
| Kansas State University | FSHS | 836 | Financial Planning Case Studies | G | 0 | 0 | CR, E, IA | 3 (S) | $900.00 | $0.00 | $900.00 | NA | |
| Course Description: | Theory and research regarding the interactive process between 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, information management, and current research findings. Course is a part of the Great Plains IDEA Consortium in Family Financial Planning. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| University of California - Extension | BUS | X433 | SURVEY OF PERSONAL FINANCIAL PLANNING | U | N/A | 1 | CR, E, IA | 2 (S) | $730.00 | $0.00 | $730.00 | C | |
| Footnote: | Prerequisite: Bachelor's degree and two years of professional experience in the financial services field. | ||||||||||||
| Course Description: | This course provides an introduction to the fundamental areas included in preparing a comprehensive financial plan for an individual client. Both people with experience in financial industries and those who wish to become practitioners in personal financial planning can benefit from this course. You receive an extensive introduction to the technical skills required in such areas as income tax, investments, insurance, employment benefits, estate planning, and mathematical analysis and their interrelationship in providing comprehensive service. The course covers the fundamental concepts of the time value of money as well as algebraic analysis and its application in personal financial planning. Other topics include the nature of the marketplace for personal financial planning services, career opportunities, the emerging regulatory environment, and the client/practitioner relationship. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| University of Utah | FINAN | 1200 | MANAGEMENT OF PERSONAL FINANCE | L | 21 | 4 | 3 (S) | $600.00 | $20.00 | $620.00 | X | ||
| Footnote: | University of Utah Finance majors must take this course on campus. | ||||||||||||
| Course Description: | As an introduction to the efficient management of family and personal finances, the course focuses on developing financial documents, budgeting, the use of consumer credit, its sources and costs, insurance, social security, income taxes, home ownership, investments, retirement, and estate planning. University of Utah Finance majors must take this course on campus. | ||||||||||||
| University of Utah | FINAN | 1200 | MANAGEMENT OF PERSONAL FINANCE | L | 21 | 4 | IA | 3 (S) | $600.00 | $30.00 | $630.00 | X | |
| Footnote: | University of Utah Finance majors must take this course on campus. | ||||||||||||
| Course Description: | As an introduction to the efficient management of family and personal finances, the course focuses on developing financial documents, budgeting, the use of consumer credit, its sources and costs, insurance, social security, income taxes, home ownership, investments, retirement, and estate planning. University of Utah Finance majors must take this course on campus. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| Indiana University | BUS | F260 | PERSONAL FINANCE | L | 6 | 2 | E, SG | 3 (S) | $591.18 | $65.00 | $656.18 | X | |
| Footnote: | No credit for juniors and seniors in the IU School of Business. | ||||||||||||
| Course Description: | Correspondence: Financial problems encountered in managing individual affairs: family budgeting, installment buying, insurance, home ownership, and investing in securities. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| University of Minnesota | FSOS | 3101 | PERSONAL AND FAMILY FINANCES | U | N/A | N/A | CR, E, IA, SG | 3 (S) | $1130.10 | $282.00 | $1412.10 | X | |
| Footnote: | This is a semester-length online course, offered Fall 2010, Spring 2011, and Summer 2011. Check with ODL for term dates. | ||||||||||||
| Course Description: | Analysis of personal and family financial management principles. Financial planning of savings, investments, credit, mortgages, and taxation; life, disability, health, and property insurance; public/private pensions. Estate planning. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| University of Kentucky | FAM | 251 | PERSONAL AND FAMILY FINANCE | L | 22 | 2 | E, SG | 3 (S) | $921.00 | $10.00 | $931.00 | NA | |
| Course Description: | Management of personal and family financial resources throughout the lifespan. A study of individual and family finances as related to planning, credit, savings, investment, insurance, taxes, housing costs, transportation costs, retirement and estate planning. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| University of Southern Mississippi | FIN | 320 | PERSONAL FINANCIAL PLANNING | U | 21 | 2 | 3 (S) | $486.00 | $15.00 | $501.00 | NA | ||
| Course Description: | Traditional print-based format. Independent Study section X051. Prerequisites: ACC 200 and ECO 201, ECO 202 This course includes the Study of the management of personal financial affairs. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| Amridge University | MC | 4408 | Money Management and Personal Finance | U | 15 | 0 | CR, E, IA | 4 (S) | $750.00 | $0.00 | $750.00 | X | |
| Footnote: | First two courses each semester are $187.50 per semester hour. Third course each semester is FREE reducing tuition to the equivalent of $125 per s/hr. Spouse-25% OFF reg. tuition (now=$206.50 s/hr) Online courses available 24/7. Admission application fee and General Competency Test (GCT) fee waived (savings of $125). Comprehensive Fee waived - Saves $400 each semester. Fewer courses required to finish a degree since they are 4 s/hrs each. Max credit for military experience; No residency required. | ||||||||||||
| Course Description: | This course addresses economic principles and financial decisions a person can expect to confront. Topics include budgeting and buying, use of credit, home ownership, income tax, investment, insurance, wills, and trusts. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Graduate Courses | |||||||||||||
| Utah State University | PFP | 5060 | PERSL FINANC PLAN | U | N/A | N/A | 3 (S) | $864.00 | $0.00 | $864.00 | NA | ||
| Course Description: | Fundamental concepts and principles of personal financial planning for individuals. | ||||||||||||
| Utah State University | PFP | 5070 | RETIREMENT PLANNING | U | N/A | N/A | 3 (S) | $864.00 | $0.00 | $864.00 | NA | ||
| Course Description: | Concepts and principles of retirement planning, including retirement and benefit plans, deferred compensation, and investments. | ||||||||||||
| Utah State University | PFP | 5080 | ESTATE PLANNING | U | N/A | N/A | 3 (S) | $864.00 | $0.00 | $864.00 | NA | ||
| Course Description: | Concepts and principles of estate planning for individuals, including goal identification, data gathering, forms of property ownership, documents, probate, and transfer taxes. | ||||||||||||
| Other Courses | |||||||||||||
| Utah State University | PFP | 1050 | INTRO PERS FIN PLAN | L | N/A | N/A | 3 (S) | $681.00 | $0.00 | $681.00 | NA | ||
| Course Description: | Introduction to concepts of financial planning for individuals. | ||||||||||||
| Utah State University | PFP | 3460 | FUND OF PRSNL INVEST | L | N/A | N/A | 3 (S) | $681.00 | $0.00 | $681.00 | NA | ||
| Course Description: | Examination of investment vehicles available to personal investors. Principal emphasis on corporate and government securities. Credit for this class cannot be used toward requirements for finance major. | ||||||||||||
10.03.03 PERSONAL FINANCE
| Institution | Course Dept | Course Number | Course Title | Level of Instruct | Lessons | Supervised Exams | Media Support Code | Credit Hours | Tuition | Special Fees | Total Cost | Foot Note Code | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Postsecondary Courses | |||||||||||||
| Thomas Edison State College | BUE | 101-OL | Personal Finance for 2000 and Beyond | L | N/A | 1 | CR, DI, IA | 3 (S) | $717.00 | $0.00 | $717.00 | X | |
| Footnote: | This course will only be applied to the free elective requirement of Thomas Edison State College degrees including the ASBA and the BSBA degrees. | ||||||||||||
| Course Description: | A one-semester course in financial planning that provides information for making sound financial choices. | ||||||||||||
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