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Essentials of Personal Financial Planning

by Susan Tillery, Tom Tillery, AICPA

Part of the AICPA Series

Essentials of Personal Financial Planning Synopsis

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.

Book Information

ISBN: 9781945498237
Publication date: 17th March 2017
Author: Susan Tillery, Tom Tillery, AICPA
Publisher: American Institute of Certified Public Accountants an imprint of John Wiley & Sons Inc
Format: Paperback / softback
Pagination: 464 pages
Categories: Finance & accounting,

About Susan Tillery, Tom Tillery, AICPA

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 education for CPAs, financial advisers, universities and colleges. Ms. Tillery s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work ...

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