Jul 06, 2020
PFP 386 - Information Technologies for Financial Planning
An overview of various financial planning software packages used in a modern financial planning firm. Students will study in a self-motivated environment to become proficient in the requisite software packages. Course will be offered every year. Course will not have an established scheduling pattern.
Prerequisites: a grade of C or higher in PFP 310 and BUS 102 or approved substitute and admission to a College of Business major.
Upon successful completion of this course, the student will be able to:
Learner Outcomes Approval Date:
- Describe the types of information and decision support systems used in the personal financial planning profession.
- Explain the purpose of each of the major software categories to support financial planning activities.
- Manage a hypothetical individual investment portfolio.
- Analyze alternative investments that may be used to recommend to a prospective customer base on their assets and needs.
- Propose how an individual’s current assets may be invested to achieve stated retirement goals.
- Demonstrate how an industry-specific customer relationship management system can be used to pursue stated performance goals.
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