PFFP470
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PFFP470 - Financial Technology for Financial Planners
Course Description
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.
Min Units
3
Max Units
3
Repeatable for Credit
No
Grading Basis
GRD - Regular Grades A, B, C, D, E
Career
Undergraduate
Component
Lecture
Optional Component
No
Typically Offered Main Campus
Fall
Typically Offered Distance Campus
Not Offered
Typically Offered Online Campus
Not Offered
Typically Offered Phoenix Campus
Not Offered
Typically Offered Sierra Vista Campus
Not Offered
Typically Offered Community Campus
Not Offered