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
 
 
Susan and Tom Tillery
Susan and Tom Tillery
ATLANTA - March 21, 2017 - PRLog -- Tom and Susan Tillery are pleased to announce the publication of their first textbook: Essentials of Personal Financial Planning. The book is published through the AICPA and Wiley.

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:
http://www.aicpastore.com/PersonalFinancialPlanning/Inves...
Wiley:
http://www.wiley.com/WileyCDA/WileyTitle/productCd-194549...
eBook format is coming soon.

Contact
Susan M. Tillery
***@parakletefinancial.com
End
Email:***@parakletefinancial.com Email Verified
Tags:Personal Financial Planning, Aicpa, CPA/PFS
Industry:Financial
Location:Atlanta - Georgia - United States
Subject:Products
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
Paraklete® Financial, Inc. PRs
Trending News
Most Viewed
Top Daily News



Like PRLog?
9K2K1K
Click to Share