AU2001296684A1 - System and method for a financial planning competition - Google Patents

System and method for a financial planning competition

Info

Publication number
AU2001296684A1
AU2001296684A1 AU2001296684A AU9668401A AU2001296684A1 AU 2001296684 A1 AU2001296684 A1 AU 2001296684A1 AU 2001296684 A AU2001296684 A AU 2001296684A AU 9668401 A AU9668401 A AU 9668401A AU 2001296684 A1 AU2001296684 A1 AU 2001296684A1
Authority
AU
Australia
Prior art keywords
financial planning
competition
planning competition
financial
planning
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001296684A
Inventor
Terri L. Anderson
Ruth Bowyer
Daniel J. Candura
Jana L. Etheridge
Heather F. Ford
Ora Kaine
Laura J. Odegaard
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
American Express Travel Related Services Co Inc
Original Assignee
American Express Travel Related Services Co Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by American Express Travel Related Services Co Inc filed Critical American Express Travel Related Services Co Inc
Publication of AU2001296684A1 publication Critical patent/AU2001296684A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/03—Credit; Loans; Processing thereof
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G09—EDUCATION; CRYPTOGRAPHY; DISPLAY; ADVERTISING; SEALS
    • G09B—EDUCATIONAL OR DEMONSTRATION APPLIANCES; APPLIANCES FOR TEACHING, OR COMMUNICATING WITH, THE BLIND, DEAF OR MUTE; MODELS; PLANETARIA; GLOBES; MAPS; DIAGRAMS
    • G09B19/00—Teaching not covered by other main groups of this subclass
    • G09B19/18—Book-keeping or economics
    • G—PHYSICS
    • G09—EDUCATION; CRYPTOGRAPHY; DISPLAY; ADVERTISING; SEALS
    • G09B—EDUCATIONAL OR DEMONSTRATION APPLIANCES; APPLIANCES FOR TEACHING, OR COMMUNICATING WITH, THE BLIND, DEAF OR MUTE; MODELS; PLANETARIA; GLOBES; MAPS; DIAGRAMS
    • G09B7/00—Electrically-operated teaching apparatus or devices working with questions and answers

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • Development Economics (AREA)
  • General Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Economics (AREA)
  • Technology Law (AREA)
  • Strategic Management (AREA)
  • Marketing (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Educational Administration (AREA)
  • Educational Technology (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2001296684A 2000-10-20 2001-10-09 System and method for a financial planning competition Abandoned AU2001296684A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US24219100P 2000-10-20 2000-10-20
US60242191 2000-10-20
PCT/US2001/031350 WO2002035428A1 (en) 2000-10-20 2001-10-09 System and method for a financial planning competition

Publications (1)

Publication Number Publication Date
AU2001296684A1 true AU2001296684A1 (en) 2002-05-06

Family

ID=22913812

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001296684A Abandoned AU2001296684A1 (en) 2000-10-20 2001-10-09 System and method for a financial planning competition

Country Status (3)

Country Link
US (1) US7440919B2 (en)
AU (1) AU2001296684A1 (en)
WO (1) WO2002035428A1 (en)

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US8463682B1 (en) * 2000-10-02 2013-06-11 Versata Development Group, Inc. Finance and configuration method and apparatus
US7383218B1 (en) * 2002-07-31 2008-06-03 Charles Schwab & Co., Inc. Method and system for integrating investment advice with financial account statement information
US6890179B2 (en) * 2002-10-08 2005-05-10 Cashflow Technologies, Inc. Interactive games for teaching financial principles
US20040076931A1 (en) * 2002-10-18 2004-04-22 Cashflow Technologies, Inc. Educational interactive games
US8683016B1 (en) 2002-12-20 2014-03-25 Versata Development Group, Inc. Data recording components and processes for acquiring selected web site data
US8725608B2 (en) * 2003-08-20 2014-05-13 United Services Automobile Association (Usaa) Method of assisted education planning
US7865423B2 (en) * 2005-08-16 2011-01-04 Bridgetech Capital, Inc. Systems and methods for providing investment opportunities
GB0616107D0 (en) * 2006-08-15 2006-09-20 Iti Scotland Ltd Games-based learning
GB0623942D0 (en) * 2006-11-30 2007-01-10 Iti Scotland Ltd User profiles
GB0624033D0 (en) * 2006-12-01 2007-01-10 Iti Scotland Ltd Dynamic intervention with software applications
US20090011397A1 (en) * 2007-07-02 2009-01-08 Greg Writer Method, system and device for managing compensated educational interaction
US7685034B1 (en) * 2007-10-11 2010-03-23 Intuit Inc. System and method for finance-based competition
US20090186689A1 (en) * 2008-01-21 2009-07-23 Hughes John M Systems and methods for providing investment opportunities
US20090254469A1 (en) * 2008-04-06 2009-10-08 Michael Paul Robertson System for Cash, Expense And Withdrawal Allocation Across Assets and Liabilities to Maximize Net Worth Over a Specified Period
US11392918B1 (en) * 2008-11-17 2022-07-19 Charles Schwab & Co, Inc. System and method for assisting individuals in assessing and improving their behavior regarding financial and other-than-financial planning based on their personal circumstances and assisting with implementing such plans
US8170895B1 (en) * 2009-01-16 2012-05-01 Forte Llc System and method for probate prediction
US20100248192A1 (en) * 2009-03-30 2010-09-30 Thompson Sara J Simulated interactive financial education game
US9616849B1 (en) * 2009-06-26 2017-04-11 United Services Automobile Association Systems and methods for providing driving insurance for an individual driver
US20130013387A1 (en) * 2011-01-10 2013-01-10 Groverman Peter A Systems and methods for awarding and accounting for points to a user to incentivize activity
US8700512B1 (en) * 2012-10-15 2014-04-15 Rawllin International Inc. Financial planning based on contextual data
US9466084B2 (en) 2013-02-15 2016-10-11 Thomson Reuters Global Resources Environmental, social and corporate governance linked debt instruments
US20160240104A1 (en) * 2015-02-16 2016-08-18 BrainQuake Inc Method for Numerically Measuring Mathematical Fitness
US10032223B2 (en) 2015-03-20 2018-07-24 Bank Of America Corporation System for account linking and future event integration into retirement score calculation
US10019760B2 (en) 2015-03-20 2018-07-10 Bank Of America Corporation System for utilizing a retirement score to receive benefits
US10049406B2 (en) 2015-03-20 2018-08-14 Bank Of America Corporation System for sharing retirement scores between social groups of customers
US9830660B2 (en) 2015-03-20 2017-11-28 Bank Of America Corporation System for augmenting a retirement score with health information
US20160275611A1 (en) * 2015-03-20 2016-09-22 Bank Of America Corporation System utilizing a retirement score to assess an ability to survive a market event based on user investments
US20160350860A1 (en) * 2015-05-27 2016-12-01 Bank Of America Corporation Modifying an estimated financial plan

Family Cites Families (14)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4953085A (en) * 1987-04-15 1990-08-28 Proprietary Financial Products, Inc. System for the operation of a financial account
US4767335A (en) 1987-07-24 1988-08-30 Comsonics, Inc. Computerized academic quiz controller system
US5126936A (en) * 1989-09-01 1992-06-30 Champion Securities Goal-directed financial asset management system
US5108115A (en) 1989-12-07 1992-04-28 Robert Berman Interactive game show and method for achieving interactive communication therewith
US5616033A (en) 1994-08-03 1997-04-01 Kerwin; Patrick A. Speed learning system computer based training
US5727950A (en) 1996-05-22 1998-03-17 Netsage Corporation Agent based instruction system and method
US5949044A (en) * 1997-06-13 1999-09-07 Walker Asset Management Limited Partnership Method and apparatus for funds and credit line transfers
US6062862A (en) 1997-11-12 2000-05-16 Koskinen; Robin S. Financial services product training apparatus and method related thereto
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US6064985A (en) * 1998-01-21 2000-05-16 Assured Equities, Inc. Automated portfolio management system with internet datafeed
US6029159A (en) 1998-12-22 2000-02-22 Ac Properties B.V. System, method and article of manufacture for a simulation enabled accounting tutorial system
US6064998A (en) 1998-12-22 2000-05-16 Ac Properties, B.V. System, method and article of manufacture for a simulation engine with an expert system example processing engine
US6106300A (en) * 1999-07-15 2000-08-22 Cashflow Technologies, Inc. Game for teaching fundamental aspects of personal finance, investing and accounting to children
US7571140B2 (en) * 2002-12-16 2009-08-04 First Data Corporation Payment management

Also Published As

Publication number Publication date
US20020091608A1 (en) 2002-07-11
WO2002035428A1 (en) 2002-05-02
US7440919B2 (en) 2008-10-21

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