(eBook PDF) Essentials of Personal Financial Planning (AICPA) – Digital Ebook – Instant Delivery Download

Product details:

• ISBN-10 ‏ : ‎ 1945498234
• ISBN-13 ‏ : ‎ 978-1945498237
• Author: Susan M. Tillery (Author), Thomas N. Tillery (Author)

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.
Table contents:

Chapter 1: Personal Financial Planning 1

Chapter 2: The Statement on Standards in Personal Financial Planning Services No. 1 19

Chapter 3: Time Value of Money Concepts 35

Chapter 4: Fundamentals of Personal Financial Planning 57

Chapter 5: Estate Planning Basics 79

Chapter 6: Charitable Gift Planning Basics 97

Chapter 7: Principles of Risk and Insurance 113

Chapter 8: Insurance Planning Basics, Part I 129

Chapter 9: Insurance Planning Basics, Part II 149

Chapter 10: Investment Basics 169

Chapter 11: Investment Planning 181

Chapter 12: Planning for Retirement and Financial Independence 199

Chapter 13: Planning Vehicles for Retirement 215

Chapter 14: Elder Planning Basics 239

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