Technological Applications in Financial Planning. ((3 Credits))

Catalog description

Prerequisite(s): FIN 3060 , University Advanced Standing, and For Financial Planning and Wealth Management Majors Only. Introduces various financial planning software packages. Includes both goal based and cash flow based financial planning software, client relationship management software, investment research software, portfolio management software, and office support software. Provides access to a variety of premier software companies in the U.S. and Canada. Certification in core software packages is required. Includes training material and standards as outlined by software companies.