Educated Investor
 

Frequently Asked Questions

General Questions
Installing the Encyclopedia of Personal Finance
Using the Encyclopedia of Personal Finance

What is the Encyclopedia of Personal Finance?

The Encyclopedia of Personal Finance is one component of The Educated Investor family of financial education tools. The Encyclopedia is a comprehensive educational software product covering the world of personal finance. Written for the financial novice as well as the professional and academic, the Encyclopedia covers a wide range of topics. It includes learning lessons on popular investment vehicles such as stocks, bonds and mutual funds, and it covers important aspects of retirement planning and investment strategies.

The Encyclopedia consists of over 260 tutorials, 750 articles, and nearly 1,700 glossary definitions that explain personal finance in easy-to-understand terms. It includes a powerful search engine that lets the reader find material in many ways: by title, abstract, body, knowledge level, subject, and/or learning tool. The Deluxe and NBR editions come with over 30 financial calculators.

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What are the system requirements for the Encyclopedia of Personal Finance?

The Encyclopedia of Personal Finance has the following system requirements:

  • Pentium 133 processor or faster
  • Windows 98/ME/XP or Windows NT/2000
  • 40MB available disk space (NBR Edition requires 260MB available disk space)
  • 16-bit (65536) color mode (does not run in 256 color mode)

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What are Educated Investor Guides?

Educated Investor Guides are topic focused educational software products that include tutorials and quiz questions featured in the Encyclopedia of Personal Finance. Currently available Guides include the Guide to Investing, the Guide to Tax Planning, the Guide to Personal Finance, the Guide to Financial Planning, and the Guide to Lont-Term Care. Additional Guides are under development.

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What are the system requirements for Educated Investor Guides?

Educated Investor Guides have the following system requirements:

  • Pentium 133 processor or faster
  • Windows 98/ME/XP/NT/2000 or Macintosh OS X.
  • 10MB available disk space

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Do Educated Investor Guides run on a Macintosh?

Yes - Educated Investor Guides are dual platform and run on Mac OS X in addition to Windows. Note that the Guides will not run under OS 9 or earlier versions.

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Does the Encyclopedia run on a Macintosh?

The Encyclopedia runs in Windows emulation mode using Connectix Virtual PC, versions 3.0 and 4.0. It may run with other emulators as well. If the program does not run on your Macintosh system, we will be happy (actually we will be disappointed that it doesn't run on your system) to refund your money.

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How do I install the Encyclopedia of Personal Finance or an Educated Investor Guide?

Installing the Encyclopedia or Guideis easy. Place your CD into your computer's CD-ROM or DVD drive and close the drive door. The setup program will appear on your screen after a few seconds. Follow the instructions on your screen to install the product on your hard drive. If the setup program does not appear automatically, click the Start button on your desktop. Then click Run. In the window that appears, type d:setup, and then click OK. If your drive uses a different letter, type in that letter in place of "d."

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How do I uninstall the Encyclopedia of Personal Finance or an Educated Investor Guide?

Click Start, select Settings, and then select the Control Panel. Start the Add/Remove Programs application. Scroll down the list of programs and select The Encyclopedia of Personal Finance or the Educated Investor Guide. Click the Add/Remove button to uninstall the product. When it is completed, close the Control Panel windows.

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Do I need the CD-ROM to run the Encyclopedia of Personal Finance or the Educated Investor Guide?

No, the program will run from your hard drive after you install the product from the CD-ROM the first time.

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When I start the Encyclopedia of Personal Finance , I get an error message indicating that "Your computer is running in less than 16-bit color." How do I change my color settings?

The EPF does not run in 256-color (8-bit) mode. Here is how you change your color settings:
· Click Start, select Settings, and then select Control Panel.
· Double click the Display icon (may be single click, depending on your system settings).
· Click the Settings tab.
· In the box labeled Colors (or Color Palette), the current setting will probably be set to 256 color. Select any color setting that is 16-bit (65536) colors or greater, e.g., 24-bit or True Color.
· Click OK to apply the changes and then close the control panel windows.

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How do I find a subject to learn about?

There is more than one way to locate a subject. You can use the "Select Your Subject" method on the left side of the screen, or you can use the "Search" box at the top of the screen.

To use "Select a Subject," choose from among the six options displayed underneath. As you pass your cursor over a topic, a list of subtopics will appear. When you choose a subtopic, all the articles, tutorials, and important terms related to that topic will appear on the screen.

You can also find information in greater detail by using the "Search" box. Simply keying in a word and clicking "Go" will call up all the articles, tutorials, and important terms related to that word.

Clicking on the "Advanced Search" button will help you search in even more detail. When you use this option, you will be offered six ways to define your search, all of which are listed under "Select a Category" on the left side of the screen. With the first three methods, you can search titles, abstracts, or the bodies of the articles and tutorials. You can also search by knowledge level or primary or secondary subject.

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What is the difference between an article and a tutorial?

An article is a single, complete document. It does not have quiz questions. A tutorial is a document made of several individual articles, an introduction and conclusion, and quiz questions after each article. Tutorials are meant to lead readers through a topic and assess their knowledge of what they have learned.

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What do the dollar sign icons mean?

The dollar sign icons refer to knowledge levels. One dollar sign indicates beginner status. The material in the beginner categories is written for the reader who prefers an introduction to investing topics. Two dollar signs indicate experienced status. Material in this category is intended for readers who have more than a basic understanding of investment topics.

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Why don't I receive quiz questions when I'm reading a tutorial?

You will not receive quiz questions if the square box next to "I want to answer questions during tutorials" is unmarked. You will find this box in the bottom left-hand corner of each tutorial page. By checking the box, you will be given a quiz question each time you click to the next tutorial chapter.

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How do I get a refund?

In case your dog chews on your copy of the EPF, here is what you need to do to get a refund:
· Call Precision Information at 1-888-345-1285 and ask for a Return Authorization number.
· Return the product to us by mail or UPS. Be sure to include a copy of the packing slip with the Return Authorization number written on it. Send it to: Returns Precision Information, 702 N. Blackhawk Ave., Suite 205, Madison, WI 53705
· We will credit your charge card (minus shipping charges) as soon as we receive the EPF.

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