This course is designed to familiarize students with the technology software packages employed by financial planning professionals to meet their clients' financial planning needs. The course provides opportunities for students to gain knowledge and practical experience with professional financial technologies, including RightCapital, eMoney, MoneyGuidePro, Income Lab, Redtail, Holistiplan, and Morningstar Advisor Workstation. This will ensure that students are well-versed in the technologies that drive today's financial planning before they enter the workforce.
Instructor(s)
- korankye