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Essentials of Personal Financial Planning (AICPA) pdf offers a fresh look at what would have otherwise been a jaded topic the author of Essentials of Personal Financial Planning (AICPA) pdf book draws on a vast knowledge bank of insights and experience to execute this work.

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.

Publisher ‏ : ‎ Wiley; 1st edition (March 27, 2017)
Language ‏ : ‎ English
Paperback ‏ : ‎ 464 pages
ISBN-10 ‏ : ‎ 1945498234
ISBN-13 ‏ : ‎ 978-1945498237
Item Weight ‏ : ‎ 3.17 pounds
Dimensions ‏ : ‎ 8.3 x 1.2 x 10.7 inches

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