Course Basics
In what semester will this course be held?
Fall 2025
What edition of "Estate Planning" is required for this course?
13th edition (MoneyEducation)
What is the penalty for late assignments?
5% reduction (up to five days, then 0 for the event grade)
What type of behavior will not be tolerated in the classroom?
Disruptive behavior.
Name a topic you will understand after this course. (One learning objective)
Estate Planning Process, Basic Estate Planning Documents, Types of Property Interests, The Probate Process, Gift Tax, etc.
What is the course prerequisite?
FINPLN 2183 Personal & Family Finance
If I want the digital version of the text, where do I have to go to purchase it?
MoneyEducation website. www.money-education.com
Out of the total 420 points in the course, how many points is participation worth?
150
Is the use of Generative AI allowed in the course?
Yes, with proper attribution.
True or False: Students will understand Transfers During Life & At Death?
True
Who is the instructor for this course? (First and Last Name, Degree, Certifications [either acronyms or full names])
Jim Green, D.B.A., CFP®, AFC®
CFP® = CERTIFIED FINANCIAL PLANNER(tm)
AFC® =Accredited Financial Counselor
What tool does the instructor encourage students to have that’s listed in the optional section?
CFP Board approved Financial calculator.
What file types are accepted for assignments submitted to Canvas?
Word, Adobe PDF, Excel, MP4, JPEG (basically the Windows basedfile types)
Is attendance required?
Yes.
"Students are expected to attend all scheduled class sessions." "There is no dean’s excuse or official absence."
https://registrar.missouri.edu/policies-procedures/absences/
This course prepares students to be effective ____ practitioners.
Financial advisor
Where can students find course-related emails and what is the instructor's preference for course-related email?
CANVAS
Use the Canvas course Inbox system to send me email. That way I have quick identity of who you are and what course you are in. I have over 100 students each semester.
What other resource is found on the MoneyEducation website if I enter my book's registration code?
Chapter resources.
Your book is registered. Now what?
You now have access to:
If you believe there is an error on your grade in Canvas, how long do you have to notify the professor to correct it?
5 calendar days
What should students do at the beginning of the semester if they need additional privacy?
Identify themselves to the professor.
Name a CFP® Certification Learning Objective supported by this course.
CFP Board's Code of Ethics and Standards of Conduct, Financial planning process, Property titling and beneficiary designations, Strategies to transfer property, Estate and incapacity planning documents, Gift, estate, and GST tax compliance and calculation, Sources for estate liquidity, Types, features, and taxation of trusts, Marital deduction, Intra-family and other business transfer techniques, Postmortem estate planning techniques, Planning for divorce, unmarried couples and other special circumstances, Planning for special needs and circumstances
Where will the class take place?
A&S 114 (unless told otherwise)
Why is having the book so important to this course?
What is the make-up policy for a quiz?
No make-up quizzes unless you have a prior arranged, excused absence.
What is essential to foster higher-order learning demanded by most students?
A threat-free classroom
What should financial advisors recognize about themselves when helping people plan for their asset transfer?
Their own limitations (legal and ability) as an advisor