System for demonstrating financial concepts and displaying financial data

A system for demonstrating financial concepts and displaying financial information comprising:

• means for inputting customer data;
• a central processing unit for processing financial information, said central processing unit including means for creating graphic displays of individualized financial information in response to customer data;
• a viewer station connected to said central processing unit, said viewer station comprising means for displaying individualized financial information in graphic and textual form;
• a demonstrator station connected to said central processing unit, said demonstrator station comprising means for displaying individualized financial information in graphic and textual form and data entry means for entering at least a first set and a second set of individualized financial numerical data;
• wherein:
• said system generates at least a first graphic display from said first set of entered individualized financial numerical data and a second graphic display from said second set of entered individualized financial numerical data, said first and second graphic displays being displayed on said viewer and demonstrator station display means.

A method for displaying personalized financial information comprising the steps of:

• displaying financial concepts and at least one help menu,
• inputting customer data in response to said help menus,
• computing financial forecasts based upon said customer data wherein said computing comprises, accessing a first library of numerical data, said library having means for calculating financial forecasts using said customer data, accessing a second library of graphical data;
• calculating financial forecasts using said library of numerical data and creating a graphic display of said financial forecast based upon said library graphical data;
• generating graphical displays of financial forecasts having prompts;
• displaying at least a first set of said financial forecasts having prompts;
• selecting a subset of said first set of financial forecasts in response to said prompts;
• and
• displaying said subset of said first set of financial forecasts omitting said prompts.

A display station for displaying financial concepts and personalized financial data, comprising:

• a frame having at least one working surface,
• a first viewer display screen mounted on said frame,
• a second demonstrator display screen mounted on said frame,
• means for displaying financial concepts on said first viewer and second demonstrator display screens,
• means for calculating personalized financial forecasts in response to said means for inputting data, and
• means for selecting personalized financial forecasts for presentation on said viewer display screen.