Essentials of Personal Financial Planning by Susan M. Tillery; Thomas N. TilleryESSENTIALS 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.
Publication Date: 2017-03-27
The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice, Fourth Edition by John E. Grable; Ronald A. Sages; Michelle E. KrugerThe Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fourth Edition (Revised), fosters sound financial planning logic and decision-making using the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process. This textbook provides the tools and foundation for helping aspiring financial planners learn by doing. The material in this book provides students with real-world scenarios that can provide insights into the financial planning process as they put their financial planning skills to the test. This title features: A content review of the major subject areas typically taught in a college-level financial planning curriculum A comprehensive review of important financial planning mathematical formulas and procedures A variety of 16 case studies, including an ethics review case Chapter-based case examples that illustrate how financial planning strategies can be used to develop client-specific recommendations End-of-chapter mini-cases with exercises that challenge students to apply chapter content Instructions on how to do calculations essential to creating a financial plan New in the revised 4th Edition: Newly updated materials that reflect current financial planning trends Updated information regarding recent tax changes, including the SECURE Act Topics Covered: Financial Planning Tax Planning Insurance Planning Estate Planning Assessing Client Risk Tolerance Client Communication Financial Planning Ethics And More! See the "Table of Contents" section for a full list of topics