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Susan M. Tillery, Thomas N. Tillery  • ISBN: 978-1-945-49823-7 • March 2017 464 Pages

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.