Financial Planning Essentials

Author : Susan M. Tillery,Thomas N. Tillery
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 46,8 Mb
Release : 2018-09-21
Category : Business & Economics
ISBN : 9781119421238

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Essentials of Personal Financial Planning by Susan M. Tillery,Thomas N. Tillery Pdf

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 : Warren McKeown,Marc Olynyk,Lisa Ciancio,Diem La
Publisher : John Wiley & Sons
Page : 0 pages
File Size : 50,8 Mb
Release : 2024-10-28
Category : Business & Economics
ISBN : 1394286163

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Financial Planning Essentials by Warren McKeown,Marc Olynyk,Lisa Ciancio,Diem La Pdf

Author : Warren McKeown
Publisher : Unknown
Page : 128 pages
File Size : 47,5 Mb
Release : 2020-09-25
Category : Electronic
ISBN : 0730385736

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Financial Planning Essentials by Warren McKeown Pdf

Offering all the essentials of financial planning, Financial Planning Essentials delivers concise, relatable, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime, and how this advice fits into the broader multi-disciplinary context (tax, psychology, law, accounting, etc.). Financial Planning Essentials will walk students through the fundamental conceptual and technical information required of financial planners, so that they feel both prepared and enthusiastic about their future careers. This edition also features Wiley's Future Skills Guide, a unique tool which provides expert and practical advice on career preparedness making for more future-ready graduates.

Author : Ernst & Young LLP,Robert J. Garner,Robert B. Coplan,Martin Nissenbaum,Barbara J. Raasch,Charles L. Ratner
Publisher : Wiley
Page : 308 pages
File Size : 54,9 Mb
Release : 1998-12-25
Category : Business & Economics
ISBN : 047131644X

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Ernst & Young's Financial Planning Essentials by Ernst & Young LLP,Robert J. Garner,Robert B. Coplan,Martin Nissenbaum,Barbara J. Raasch,Charles L. Ratner Pdf

Ernst & Young's Financial Planning Essentials makes it easier than ever to take control of your money and start reaching your financial goals today. Drawing on the incomparable experience of Ernst & Young, it's packed with practical tips and strategies to start you on the road to smart financial planning. This short, handy guide covers all the basics, including: * Understanding your current financial situation * Setting your financial goals * Learning to build wealth * Evaluating the different kinds of investments * Protecting your finances against the unexpected * And much, much more . . . Plus, there are plenty of worksheets, charts, real-life examples, and special features, including: * $PLANNERS--quick planning tips for a bright financial future * $BUILDERS--money strategies to help you reach your goals * $SAVERS--ideas that can save you money right away ERNST & YOUNG LLP's personal financial counseling practice tailors financial strategies for people at all income levels. The firm is the author of the bestselling Ernst & Young Tax Guide as well as a wide array of books on business and money management. Visit the firm's Web site at www.ey.com/pfc.

Author : John E. Grable,Joseph W. Goetz
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 43,6 Mb
Release : 2017-02-02
Category : Business & Economics
ISBN : 9781119350774

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Communication Essentials for Financial Planners by John E. Grable,Joseph W. Goetz Pdf

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 : Susan M. Tillery,Thomas N. Tillery
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 47,6 Mb
Release : 2018-09-21
Category : Business & Economics
ISBN : 9781119421238

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Essentials of Personal Financial Planning by Susan M. Tillery,Thomas N. Tillery Pdf

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 : Michael A. Dalton,Joseph M. Gillice,Thomas P. Langdon
Publisher : Unknown
Page : 776 pages
File Size : 42,7 Mb
Release : 2011
Category : Finance, Personal
ISBN : 1936602032

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Fundamentals of Financial Planning by Michael A. Dalton,Joseph M. Gillice,Thomas P. Langdon Pdf

Author : Marshall Weintraub,Michael Merrill,Cole Kimball
Publisher : Archway Publishing
Page : 389 pages
File Size : 46,8 Mb
Release : 2019-01-25
Category : Business & Economics
ISBN : 9781480872134

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Financial Planning Basics for Doctors by Marshall Weintraub,Michael Merrill,Cole Kimball Pdf

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 : Anonim
Publisher : Unknown
Page : 128 pages
File Size : 54,6 Mb
Release : 2018
Category : Electronic
ISBN : 0409349348

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Financial Planning in Australia 2019 Essentials Edition by Anonim Pdf

The 2017 edition took on board market feedback from the previous edition and has been written strategically and tailored for the target audience, with visual features such as tables, bullet points, and diagrams and much less dense text, making the differentiation clear. This 2019 edition sees changes to the areas of education and social security, driven in part by the impact of the Financial Services Royal Commission.

Author : Nickolas James,Timothy Thomas,Ellie Chapple
Publisher : Unknown
Page : 0 pages
File Size : 47,8 Mb
Release : 2021-01-06
Category : Electronic
ISBN : 0730394840

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Financial Planning Essentials + Business and Company Law, 2e by Nickolas James,Timothy Thomas,Ellie Chapple Pdf

Author : H. Kent Baker,Victor Ricciardi
Publisher : John Wiley & Sons
Page : 645 pages
File Size : 42,7 Mb
Release : 2014-02-10
Category : Business & Economics
ISBN : 9781118492987

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Investor Behavior by H. Kent Baker,Victor Ricciardi Pdf

WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.

Author : John E. Grable,Joseph W. Goetz
Publisher : John Wiley & Sons
Page : 244 pages
File Size : 53,7 Mb
Release : 2017-02-21
Category : Business & Economics
ISBN : 9781119350781

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Communication Essentials for Financial Planners by John E. Grable,Joseph W. Goetz Pdf

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 : Sam Henderson
Publisher : John Wiley & Sons
Page : 323 pages
File Size : 43,5 Mb
Release : 2011-10-20
Category : Business & Economics
ISBN : 9781742468297

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Financial Planning DIY Guide by Sam Henderson Pdf

Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice. Inside you'll learn how to: reduce your tax, boost your savings and maximize your income structure your investment portfolio (including investing in shares and property) and manage risk make the most of your superannuation plan your income for retirement protect your wealth through estate planning. It's never too soon (or too late) to plan your financial future and this book will show you how!

Author : Ernst & Young LLP,Martin Nissenbaum,Barbara J. Raasch,Charles L. Ratner
Publisher : John Wiley & Sons
Page : 544 pages
File Size : 51,7 Mb
Release : 2004-10-06
Category : Business & Economics
ISBN : 0471697451

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Ernst & Young's Personal Financial Planning Guide by Ernst & Young LLP,Martin Nissenbaum,Barbara J. Raasch,Charles L. Ratner Pdf

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 : Kenny Gott, CFP, SPHR
Publisher : Createspace Independent Publishing Platform
Page : 270 pages
File Size : 47,8 Mb
Release : 2017-02-20
Category : Electronic
ISBN : 150587730X

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Bottom Line Financial Planning by Kenny Gott, CFP, SPHR Pdf

Some people spend more time planning their next vacation than they spend planning a comfortable financial life. You can do better with BOTTOM LINE FINANCIAL PLANNING! Learn key concepts from experienced professionals--from efficient investing to tax and debt management, from retirement -wish-list- planning to guarding your loved ones from financial hazards, from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline. Know what you can DIY...and how to assemble your expert team to handle the rest. Scan each chapter's introductory bullet list of -bottom line- planning necessities to see what you're already doing right--and what you may be missing. Concise, clear explanations follow, with helpful tips and stories from seasoned financial professionals focused on helping clients manage risk and fund their good life.