This course conducts a thorough review of financial planning software tools available in the market, specifically focusing on risk profiling, financial management, projections, and calculators. Through this review, participants will gain insights into the fundamental competencies of financial planning software, enabling them to make informed recommendations supported by thoughtful analysis and synthesis. The course emphasizes the development of appropriate professional skills in creating and presenting financial plans. By the end of the course, participants will be adept at communicating a comprehensive financial plan clearly and professionally, ensuring they are well-equipped to navigate the complexities of financial planning software tools in their professional practice.