Jul 06, 2020  
2018-2019 Undergraduate Catalog 
2018-2019 Undergraduate Catalog [ARCHIVED CATALOG]

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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.

Credits: (4)

Learner Outcomes:
Upon successful completion of this course, the student will be able to:

  • 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.
Learner Outcomes Approval Date:

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