Essentials Of Personal Financial Planning PDF Download
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| Author | : Susan M. Tillery |
| Publisher | : John Wiley & Sons |
| Total Pages | : 464 |
| Release | : 2018-09-21 |
| Genre | : Business & Economics |
| ISBN | : 1119421233 |
Download Essentials of Personal Financial Planning Book in PDF, ePub and Kindle
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.
| Author | : Susan M. Tillery |
| Publisher | : John Wiley & Sons |
| Total Pages | : 456 |
| Release | : 2017-03-27 |
| Genre | : Business & Economics |
| ISBN | : 1945498234 |
Download Essentials of Personal Financial Planning Book in PDF, ePub and Kindle
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.
| Author | : Susan M. Tillery |
| Publisher | : John Wiley & Sons |
| Total Pages | : 464 |
| Release | : 2018-09-21 |
| Genre | : Business & Economics |
| ISBN | : 1119421233 |
Download Essentials of Personal Financial Planning Book in PDF, ePub and Kindle
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.
| Author | : Marshall Weintraub |
| Publisher | : Archway Publishing |
| Total Pages | : 389 |
| Release | : 2019-01-25 |
| Genre | : Business & Economics |
| ISBN | : 148087213X |
Download Financial Planning Basics for Doctors Book in PDF, ePub and Kindle
Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.
| Author | : Lewis Altfest |
| Publisher | : McGraw-Hill Higher Education |
| Total Pages | : 704 |
| Release | : 2016-01-22 |
| Genre | : |
| ISBN | : 1259357422 |
Download Personal Financial Planning Book in PDF, ePub and Kindle
| Author | : Colonel S. Jamie Gayton |
| Publisher | : Stackpole Books |
| Total Pages | : 338 |
| Release | : 2012-10-01 |
| Genre | : Reference |
| ISBN | : 0811748731 |
Download Guide to Personal Financial Planning for the Armed Forces Book in PDF, ePub and Kindle
Complete information and advice on personal finances and important decisions, tailored to members of the armed forces.
| Author | : John E. Grable |
| Publisher | : John Wiley & Sons |
| Total Pages | : 240 |
| Release | : 2017-02-02 |
| Genre | : Business & Economics |
| ISBN | : 1119350778 |
Download Communication Essentials for Financial Planners Book in PDF, ePub and Kindle
Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
| Author | : |
| Publisher | : Harvard Business Press |
| Total Pages | : 368 |
| Release | : 2005 |
| Genre | : Business & Economics |
| ISBN | : 9781591395720 |
Download The Essentials of Finance and Budgeting Book in PDF, ePub and Kindle
HR (human resources) finance and budgeting concepts (interpreting financial statements, reporting human capital, time value of money, business valuation concepts, etc.) are featured.
| Author | : Ernst & Young LLP |
| Publisher | : John Wiley & Sons |
| Total Pages | : 544 |
| Release | : 2004-10-06 |
| Genre | : Business & Economics |
| ISBN | : 9780471697459 |
Download Ernst & Young's Personal Financial Planning Guide Book in PDF, ePub and Kindle
If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
| Author | : Michael A. Dalton |
| Publisher | : |
| Total Pages | : 776 |
| Release | : 2011 |
| Genre | : Finance, Personal |
| ISBN | : 9781936602032 |
Download Fundamentals of Financial Planning Book in PDF, ePub and Kindle
