CSCFFS 5170

Financial Planning Software

Ohio State University-Lima Campus · UGRD · Fall 2026

1 section

Catalog description

This course prepares students for certification in two popular financial planning software packages: eMoney Fundamentals and Holistiplan 2.0. eMoney, with a 30% market share, is the top-rated comprehensive financial planning tool in the U.S. Holistiplan, also holding a 30% market share, is the highest-rated software for tax planning (no prior knowledge of financial planning/tax planning required). This course is graded S/U.

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Class #ohio_lima_campus-CSCFFS5170Fall 2026UGRD1 credits

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Instructor: Staff

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