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Susan M. Tillery - Essentials of Personal Financial Planning - 9781945498237 - V9781945498237
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Essentials of Personal Financial Planning

€ 148.21
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Description for Essentials of Personal Financial Planning Paperback. Series: AICPA. Num Pages: 456 pages. BIC Classification: KF. Category: (P) Professional & Vocational. Weight in Grams: 666.

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 ... Read more
  • 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. Show Less

Product Details

Publisher
John Wiley & Sons Inc United States
Number of pages
456
Format
Paperback
Publication date
2017
Series
AICPA
Condition
New
Number of Pages
464
Place of Publication
New York, United States
ISBN
9781945498237
SKU
V9781945498237
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-1

About Susan M. Tillery
Susan M. Tillery, CPA/PFS, is President and CEO of Paraklete Financial Inc. Paraklete provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as an Advocate in Financial Services for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate LLC, a provider of continuing ... Read more

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