An Evaluation of Financial Planning Expert Systems

Nielson, Norma; Phillips, M.E.; Brown, C.E.

An Evaluation of Financial Planning Expert Systems

dc.contributor.author	Nielson, Norma	eng
dc.contributor.author	Phillips, M.E.	eng
dc.contributor.author	Brown, C.E.	eng
dc.date.accessioned	2010-12-10T21:25:19Z
dc.date.available	2010-12-10T21:25:19Z
dc.date.issued	1992
dc.description	Permission granted to deposit this article Nov. 23, 2010.	eng
dc.description.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.	eng
dc.description.refereed	Yes	eng
dc.identifier.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.	eng
dc.identifier.doi	http://dx.doi.org/10.11575/PRISM/33970
dc.identifier.issn	1052-3073
dc.identifier.uri	http://hdl.handle.net/1880/48299
dc.language.iso	eng	eng
dc.publisher	Association for Financial Counseling and Planning Education	eng
dc.publisher.corporate	University of Calgary	eng
dc.publisher.faculty	Haskayne School of Business	eng
dc.publisher.url	http://www.afcpe.org/publications/	eng
dc.subject	expert systems	eng
dc.subject	personal financial planning	eng
dc.subject.other	validation	eng
dc.title	An Evaluation of Financial Planning Expert Systems	eng
dc.type	journal article
thesis.degree.discipline	Risk Management & Insurance	eng