ESSENTIALS OF PERSONAL FINANCIAL PLANNINGEssentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as:The PFP process, concepts and regulatory environment.Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services.Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
✔ Author(s): Susan M. Tillery,Thomas N. Tillery
✔ Title: Essentials of Personal Financial Planning (AICPA)
✔ Rating : 4.8 out of 5 base on (10 reviews)
✔ ISBN-10: 1945498234
✔ ISBN-13: 9781945498237
✔ Language: English
✔ Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
✔ Device compatibles: Android, iOS, PC and Amazon Kindle
Readers' opinions about Essentials of Personal Financial Planning by Susan M. Tillery
Beata Shepard
This book has reignited my passion for reading. It reminded me of the sheer joy that can be found in losing oneself in the pages of a good story. I can't wait to explore more books now.
Rosa Bax
The way the author handled complex emotions and relationships was remarkable. I felt deeply connected to the characters, and their growth throughout the story was both inspiring and moving.
Violet Tyler
The plot was so well-paced that I lost track of time while reading. I was completely immersed in the story, eagerly turning the pages to uncover the next twist.
