Book description
This book takes a comprehensive and integrated approach to personal financial planning for accounting students, allowing them to view the personal financial planning profession through the lens of a CPA – with integrity and objectivity. It is part of a turnkey curriculum that centers on a single graduate-level course systematically introducing the essentials of all the major topics of personal financial planning (estate, retirement, investments, insurance, and tax), showing their interconnectivity and professional opportunities. 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 will serve.
Table of contents
- Introduction
-
Chapter 1: Personal Financial Planning
- Introduction
- Phases of the Personal Financial Planning Engagement
- Behavioral and Psychological Methods of Building Client Rapport
- Application of Behavioral Techniques to Client Relationships
- Gathering Data: Quantitative Versus Qualitative Data
- Life Planning and the Personal Financial Planning Process
- Chapter Review
- Chapter 2: The Statement on Standards in Personal Financial Planning Services No. 1
- Chapter 3: Time Value of Money Concepts
- Chapter 4: Fundamentals of Personal Financial Planning
- Chapter 5: Estate Planning Basics
- Chapter 6: Charitable Gift Planning Basics
- Chapter 7: Principles of Risk and Insurance
- Chapter 8: Insurance Planning Basics, Part 1
- Chapter 9: Insurance Planning Basics, Part II
- Chapter 10: Investment Basics
- Chapter 11: Investment Planning
- Chapter 12: Planning for Retirement and Financial Independence
- Chapter 13: Planning Vehicles for Retirement
- Chapter 14: Elder Planning Basics
- Chapter 15: Education Planning Basics
- Chapter 16: Applications in Estate Planning
- Chapter 17: Applications in Risk Management
- Chapter 18: Applications in Investment Planning
- Chapter 19: Applications in Planning for Retirement
- Chapter 20: Applications in Employee Benefits Planning
- Chapter 21: Applications in Executive Compensation Planning
- Chapter 22: Applications in Personal Financial Planning in Special Circumstances
- Chapter 23: Delivery Models and Regulatory Issues
Product information
- Title: Essentials of Personal Financial Planning
- Author(s):
- Release date: March 2017
- Publisher(s): Wiley
- ISBN: 9781945498237
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