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An Evaluation of Financial Planning Expert Systems

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Author
Nielson, Norma
Phillips, M.E.
Brown, C.E.
Accessioned
2010-12-10T21:25:19Z
Available
2010-12-10T21:25:19Z
Issued
1992
Other
validation
Subject
expert systems
personal financial planning
Type
journal article
Metadata
Show full item record

Abstract
This article describes the use of expert systems in personal financial planning and the research approach used to evaluate the expert systems. For four of the six expert systems that have been developed, it compares the data-collection forms and information used in preparing personal financial plans. Then, it discusses environmental and system assumptions. Lastly, the article analyzes the impact of the variations observed in information requested, system parameters, and system assumptions, and, when possible, compares the recommendations of the plans.
Refereed
Yes
Permission granted to deposit this article Nov. 23, 2010.
 
Citation
Phillips, M.E., Nielson, N.L., and Brown, C.E., "An Evaluation of Financial Planning Expert Systems," Financial Counseling and Planning, 1992. pp. 79-103.
Corporate
University of Calgary
Faculty
Haskayne School of Business
Url
http://www.afcpe.org/publications/
Publisher
Association for Financial Counseling and Planning Education
Doi
http://dx.doi.org/10.11575/PRISM/33970
Uri
http://hdl.handle.net/1880/48299
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  • Haskayne School of Business Research & Publications

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