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Title: An Evaluation of Financial Planning Expert Systems
Authors: Nielson, Norma
Phillips, M.E.
Brown, C.E.
Keywords: expert systems;personal financial planning
Issue Date: 1992
Publisher: Association for Financial Counseling and Planning Education
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.
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.
Description: Permission granted to deposit this article Nov. 23, 2010.
ISSN: 1052-3073
Appears in Collections:Nielson, Norma

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