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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.


Below are other courses and publications written by Susan and Tom Tillery that you may enjoy and find useful. These Online Courses are available through the AICPA website. Click on these titles for more information.