購物比價找書網找車網
FindBook  
 有 1 項符合

Essentials of Personal Financial Planning

的圖書
Essentials of Personal Financial Planning Essentials of Personal Financial Planning

作者:Tillery 
出版社:Wiley
出版日期:2017-03-27
語言:英文   規格:平裝 / 456頁 / 27.2 x 21.3 x 2.3 cm / 普通級
圖書選購
型式價格供應商所屬目錄
 
$ 8195
博客來 博客來
投資理財
圖書介紹 - 資料來源:博客來   評分:
圖書名稱:Essentials of Personal Financial Planning

內容簡介

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.

 

作者簡介

Susan M. Tillery, CPA/PFS, is President and CEO of Paraklete Financial Inc. Paraklete provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as an Advocate in Financial Services for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges.

Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete.

Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is chair of the AICPA Personal Financial Planning Credential Committee. Susan also serves on the Board for The National Center for Stewardship and Generosity.

Susan has over 30 years of experience in tax, philanthropy and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery speaks on the topics of: Financial Planning, CPAs and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving and Stewardship.

Thomas Neal Tillery, CFP, AEP, CLU, ChFC, CRPC, LUTCF is Vice President and Chief Compliance Officer of Paraklete Financial Inc. Tom also is a co-founder and Vice President of Financial Planning Advocate LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges.

Tom earned a M.S. in financial services from The American College and an M.A. in education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. He also serves on the Board for The National Center for Stewardship and Generosity.

With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and online providers. Tom has been a provider of continuing education for attorneys, CPAs and investment and insurance professionals for over 30 years.

Susan, Tom and their family reside in Kennesaw, GA.

 

詳細資料

  • ISBN:9781945498237
  • 規格:平裝 / 456頁 / 27.2 x 21.3 x 2.3 cm / 普通級
  • 出版地:美國
贊助商廣告
 
金石堂 - 今日66折
新巴赫花精療法3:花軌、針灸經絡與兒童治療
66折: $ 396 
金石堂 - 今日66折
我在;我在鹽鄉種田
66折: $ 238 
金石堂 - 今日66折
愛上寫作很容易─六類詞語+六種句型:作文起步大全,從無話可寫到妙筆生花、情感豐富,考試拿高分。
作者:段張取藝
出版社:任性出版有限公司
出版日期:2024-02-23
66折: $ 257 
金石堂 - 今日66折
人際互動繪本套書(品格教育繪本:太多胡蘿蔔了!+烏龜想要冬眠+我們一起來幫忙+生日派對最重要的?)
作者:凱蒂.哈德森
出版社:東雨文化
出版日期:2021-06-08
66折: $ 805 
 
博客來 - 暢銷排行榜
少年來了【新裝紀念版】
作者:韓江 (한강)
出版社:漫遊者文化
出版日期:2023-06-19
$ 308 
金石堂 - 暢銷排行榜
陰陽眼見子(10)
作者:泉朝樹
出版社:台灣角川股份有限公司
出版日期:2024-11-07
$ 111 
博客來 - 暢銷排行榜
神奇柑仔店18:紅子與錢天堂的起點
作者:廣嶋玲子
出版社:親子天下
出版日期:2024-10-31
$ 284 
金石堂 - 暢銷排行榜
夢想成為魔法少女 09
作者:小野中彰大
出版社:東立出版社
出版日期:2024-11-04
$ 126 
 
金石堂 - 新書排行榜
名偵探柯南(104)特別版
作者:青山剛昌
出版社:青文出版社股份有限公司
出版日期:2024-11-14
$ 157 
Taaze 讀冊生活 - 新書排行榜
2025【法緒一本就夠】法學緒論大全(包括法律常識):重點標示+圖表彙整!〔十五版〕(國民營事業/經濟部/台電/台酒/台糖)
作者:成宜
出版社:千華數位文化股份有限公司
出版日期:2024-10-25
$ 585 
博客來 - 新書排行榜
學霸作文:建中臺大高材生,教你學測國寫拿A+
作者:詹佳鑫
出版社:遠流
出版日期:2024-09-27
$ 316 
Taaze 讀冊生活 - 新書排行榜
2025【閱讀技巧、文法句型、翻譯寫作一應俱全】升科大四技二專英文閱讀與寫作總複習測驗卷(升科大四技)
作者:吳熙
出版社:千華數位文化股份有限公司
出版日期:2024-09-05
$ 135 
 

©2024 FindBook.com.tw -  購物比價  找書網  找車網  服務條款  隱私權政策