This course prepares students for certification in two popular financial planning software packages: eMoney Fundamentals and Holistiplan 2.0. eMoney, with a 30% market share, is the top-rated comprehensive financial planning tool in the U.S. Holistiplan, also holding a 30% market share, is the highest-rated software for tax planning (no prior knowledge of financial planning/tax planning required). Prereq: 2260. This course is graded S/U.
This course prepares students for certification in two popular financial planning software packages: eMoney Fundamentals and Holistiplan 2.0. eMoney, with a 30% market share, is the top-rated comprehensive financial planning tool in the U.S. Holistiplan, also holding a 30% market share, is the highest-rated software for tax planning (no prior knowledge of financial planning/tax planning required). Prereq: 2260. This course is graded S/U.
