Essentials of Personal Financial Planning-Perpustakaan.org
By:Susan M. Tillery
Published on 2018-09-21 by John Wiley & Sons
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.
This Book was ranked at 30 by Google Books for keyword financial,insurance.
Book ID of Essentials of Personal Financial Planning's Books is oRJwDwAAQBAJ, Book which was written by "Susan M. Tillery" have ETAG "lHeIJznTvGg"
Book which was published by John Wiley & Sons since 2018-09-21 have ISBNs, ISBN 13 Code is 1119421233 and ISBN 10 Code is 9781119421238
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Book which have "464 Pages" is Printed at BOOK under Category Business & Economics
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