PFP 386 - Information Technologies for Financial Planning

Description:
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:
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:
4/6/2017

Anticipated Course Offering Terms and Locations: