Students will learn to use computer applications in financial planning and converting client meetings into comprehensive plans. Covers personal financial statements, cash flow analysis, projections, charts, time value of money, pro-forma analysis, and amortization tables. Students gain hands-on experience with spreadsheets and financial software.
Athena Title
Computer Apps for Finan Plan
Equivalent Courses
Not open to students with credit in FHCE 3260E
Prerequisite
FHCE 3200 or FHCE 3200E
Semester Course Offered
Offered fall and spring
Grading System
A - F (Traditional)
Student Learning Outcomes
Students will understand the role of computer applications in analyzing and forecasting the financial situation of families and individuals.
Students will record client meeting notes and transfer these to appropriate applications.
Students will empirically analyze and assess a family’s financial strengths, weaknesses, and needs relative to its financial goals.
Students will learn how to present complicated information through easily understood charts, graphs, or tables.
Students will utilize time value of money principles to plan and forecast future financial needs.
Students will introduce and illustrate tools that aid in effective resource management across multiple time periods.
Students will effectively communicate thoughts through prepared written presentations.
