Essentials of Personal Financial Planning AICPA | 1 Edition
ISBN:1945498234
ISBN-13: 9781945498237
ISBN-13: 9781945498237
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Details about Essentials of Personal Financial Planning AICPA:
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.
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