| Summary: | 碩士 === 健行科技大學 === 資訊管理系碩士班 === 102 === In recent years, some information about financial planning had attracted a wide public attention. However, most people had less professional knowledge of personal or family financial planning in the area of financial planning. It is necessary to use professional knowledge of financial planning to help the customer to proceed plan the financial planning by insurance commissioner or financial adviser. It also needs a lot of communication and planning time to produce the financial planning back and forth in this period. This study created a forward financial planning system between VBA programming language and Excel spreadsheet. It proposed a financial planning program, and added modular architecture and various parameter settings to create a financial model; Professional knowledge of financial planning combined with financial model to plan financial planning. Consent of customer financial foundation not only helps to achieve goals of career simulation but also hope to increase the efficiency of financial planning and reduce planning time. The system the study built was designed for use Certified Financial Planning Consultants (CFPR) financial planning; divided four modules: Data processing module, comparative analysis module, computing unit module, planning View module. This research will detail introduce the built system and the module operation, and hope established a standard procedure when a certified financial planning financial planning consultancy services to customers and replace the function of financial calculators.
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