The development of a working knowledge of basic tools that will guide the student in the acquisition of sound financial planning discipline using MS-EXCEL, including:
1.) A working knowledge of the impact of compounding on investment returns, as well as other applications where time value of money principles play a key role;
2.) An analysis of various investment alternatives and vehicles, and risks typically associated therewith;
3.) An analysis of mechanisms useful for the protection of wealth through the use of insurance and other risk management and risk transfer techniques;
4.) The obtaining of a comfort level with information presented in financial periodicals, especially as relates to current events taking place during the semester;
5.) The professional presentation of the results of financial planning research and recommendations regarding alternatives.