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Course ID: | FHCE 3260. 3 hours. | Course Title: | Computer Applications for Financial Planning | Course Description: | Provides students with a functional understanding of how to use
computer applications to analyze the financial situation,
needs, and goals of families and individuals. Topics include
constructing personal financial statements; cash flow analysis
and projections; charts and tables; time value of money
applications as related to education, retirement, life
insurance and other areas of financial planning; pro-forma
analysis; and amortization and accumulation tables. | Oasis Title: | Computer Apps for Finan Plan | Semester Course Offered: | Offered fall and spring semester every year. | Grading System: | A-F (Traditional) |
| Course Objectives: | •Understand the role of computer applications in analyzing and
forecasting the financial situation of families and
individuals.
•Empirically analyze and assess a family’s financial strengths,
weaknesses, and needs relative to its financial goals.
•Learn how to present complicated information through easily
understood charts, graphs, or tables.
•Utilize time value of money principles to plan and forecast
future financial needs.
•Introduce and illustrate tools that aid in effective resource
management across multiple time periods.
•Effectively communicate thoughts through prepared written
presentations. | Topical Outline: | •Financial planning process
•Tools and techniques of financial planning analysis
•Personal financial statements
•Time value of money
•Capital needs analysis for education, retirement, and life
insurance
•Insurance needs assessment
•Investment planning and asset allocation models
•Retirement needs analysis
•Financial planning projections and interactions | |
Syllabus:
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