
personal finance computer programs that keep track of income and expenses by budget category, reconcile accounts, store tax records, figure net worth, track stocks and bonds, and print checks and financial reports. Some programs are sophisticated enough to generate a detailed, long-term personal financial plan covering planning for college education, investment, and retirement. Examples of financial planning software are Quicken and Managing Your Money.
Industry Associations
Financial Planning Association
Works to support the financial planning process in order to help people achieve their goals and dreams. Believes that everyone needs objective advice to make smart financial decisions and that ...
Members: 30,000
Founded: 2000
Dues: individual, financial planner, $295 annual; corporate, $7,500 annual; broker/dealer, corporate media company, $3,995 annual; student, $145 annual.