Essentials of Personal Financial Planning
| By: | Susan M. Tillery; Thomas N. Tillery |
| Publisher: | Wiley Professional Development (P&T) |
| Print ISBN: | 9781945498237 |
| eText ISBN: | 9781119421207 |
| Edition: | 1 |
| Copyright: | 2017 |
| Format: | Reflowable |
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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.