9781945498237-1945498234-Essentials of Personal Financial Planning (AICPA)

Essentials of Personal Financial Planning (AICPA)

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ISBN-13: 9781945498237
ISBN-10: 1945498234
Edition: 1
Author: Susan M. Tillery, Thomas N. Tillery
Publication date: 2017
Publisher: Wiley
Format: Paperback 464 pages
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Book details

ISBN-13: 9781945498237
ISBN-10: 1945498234
Edition: 1
Author: Susan M. Tillery, Thomas N. Tillery
Publication date: 2017
Publisher: Wiley
Format: Paperback 464 pages

Summary

Essentials of Personal Financial Planning (AICPA) (ISBN-13: 9781945498237 and ISBN-10: 1945498234), written by authors Susan M. Tillery, Thomas N. Tillery, was published by Wiley in 2017. With an overall rating of 4.4 stars, it's a notable title among other Retirement Planning (Personal Finance) books. You can easily purchase or rent Essentials of Personal Financial Planning (AICPA) (Paperback, Used) from BooksRun, along with many other new and used Retirement Planning books and textbooks. And, if you're looking to sell your copy, our current buyback offer is $19.05.

Description

ESSENTIALS OF PERSONAL FINANCIAL PLANNING

Essentials 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.
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