Essentials of Personal Financial Planning

Essentials of Personal Financial Planning
Author :
Publisher : John Wiley & Sons
Total Pages : 515
Release :
ISBN-10 : 9781119421207
ISBN-13 : 1119421209
Rating : 4/5 (07 Downloads)

Book Synopsis Essentials of Personal Financial Planning by : Susan M. Tillery

Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 515 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.


Essentials of Personal Financial Planning Related Books

Essentials of Personal Financial Planning
Language: en
Pages: 515
Authors: Susan M. Tillery
Categories: Business & Economics
Type: BOOK - Published: 2018-09-21 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial plan
Financial Planning Basics for Doctors
Language: en
Pages: 376
Authors: Marshall Weintraub
Categories: Business & Economics
Type: BOOK - Published: 2019-01-25 - Publisher: Archway Publishing

DOWNLOAD EBOOK

Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include s
Coin
Language: en
Pages: 92
Authors: Judy McNary
Categories: College graduates
Type: BOOK - Published: 2013-02 - Publisher:

DOWNLOAD EBOOK

A true gem in the world of personal finance books, Coin covers the basics with humor and wit so that you can get on with living. Written specifically to meet th
Personal Finance
Language: en
Pages: 0
Authors: Rachel S. Siegel
Categories: College students
Type: BOOK - Published: 2021 - Publisher:

DOWNLOAD EBOOK

"Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogic
The Index Card
Language: en
Pages: 163
Authors: Helaine Olen
Categories: Business & Economics
Type: BOOK - Published: 2016-01-05 - Publisher: Penguin

DOWNLOAD EBOOK

“The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money ma