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Tom and Susan Tillery Announce the Publication of Their New Textbook
Tom and Susan Tillery announce the publication of their premier textbook: Essentials of Personal Financial Planning
Personal financial planning is a process, a series of purposeful and deliberate steps taken in order to achieve a personal financial plan for an individual or family. In all, there are seven steps in the PFP process: engage, discover, analyze, recommend, implement, monitor, update. This book shows the financial planner how to help their client take a more holistic approach to their finances and together develop a game plan for their future.
The textbook initially provides broad foundational concepts for the financial planner to build upon before the specific components of the financial planning process are discussed . Subsequent chapters cover the Personal Financial Planning body of knowledge and other PFP topics. Each subject area has learning tools for the financial planner which include review questions and a case study to practically apply the principles, as well as research assignments to further enhance the learning process. An exhaustive Index allows the student to easily look up specific areas that are covered within the textbook.
Currently, the textbook is available through the AICPA Store:
eBook format is coming soon.
Susan M. Tillery