This course deals with instructing students in the use and understanding of two different money management software programs, QuickBooks and In Sync.
After completing this course, students will be comfortable using many of the features in QuickBooks including the ability to perform transactions, keep track of sales and expenses and create financial reports. Students will gain experience applying this knowledge by using case studies to complete transactions and create month-end financial statements.
Students will also gain experience working with a retirement planning software package, In Sync. They will be able to forecast retirement scenarios for different situations or clients. Students will practise using In Sync software by entering information from case studies provided to develop and present retirement plans.