Essentials Of Personal Financial Planning
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Essentials Of Personal Financial Planning
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Author : Susan M. Tillery
language : en
Publisher: John Wiley & Sons
Release Date : 2017-03-27
Essentials Of Personal Financial Planning written by Susan M. Tillery and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-03-27 with Business & Economics categories.
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.
Essentials Of Personal Financial Planning
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Author : Susan M. Tillery
language : en
Publisher: John Wiley & Sons
Release Date : 2018-09-21
Essentials Of Personal Financial Planning written by Susan M. Tillery and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-09-21 with Business & Economics categories.
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.
Personal Financial Planning
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Author : Lewis Altfest
language : en
Publisher: McGraw-Hill Higher Education
Release Date : 2016-01-22
Personal Financial Planning written by Lewis Altfest and has been published by McGraw-Hill Higher Education this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-01-22 with categories.
Communication Essentials For Financial Planners
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Author : John E. Grable
language : en
Publisher: John Wiley & Sons
Release Date : 2017-02-02
Communication Essentials For Financial Planners written by John E. Grable and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-02-02 with Business & Economics categories.
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.
Financial Planning Essentials
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Author : Warren McKeown
language : en
Publisher:
Release Date : 2020-09-25
Financial Planning Essentials written by Warren McKeown and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-09-25 with categories.
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.
The Essentials Of Finance And Budgeting
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Author :
language : en
Publisher: Harvard Business Press
Release Date : 2005
The Essentials Of Finance And Budgeting written by and has been published by Harvard Business Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005 with Business & Economics categories.
HR (human resources) finance and budgeting concepts (interpreting financial statements, reporting human capital, time value of money, business valuation concepts, etc.) are featured.
Personal Finance
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Author : Rachel S. Siegel
language : en
Publisher:
Release Date : 2021
Personal Finance written by Rachel S. Siegel and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021 with College students categories.
"Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives." --Provided by publisher.
Essentials Of Personal Financial Planning
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Author : Susan M. Tillery
language : en
Publisher: John Wiley & Sons
Release Date : 2018-09-21
Essentials Of Personal Financial Planning written by Susan M. Tillery and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-09-21 with Business & Economics categories.
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.
The Essentials Of Financial Analysis
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Author : Samuel C. Weaver
language : en
Publisher: McGraw Hill Professional
Release Date : 2011-12-30
The Essentials Of Financial Analysis written by Samuel C. Weaver and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-12-30 with Business & Economics categories.
It’s easier than you think to understand the financial reports you face every day . . . If your job focus is on managing employees and overseeing corporate affairs, financial analysis may sound like a foreign language to you. But, in today’s competitive business environment, it is crucial that managers and business executives have a firm grasp of financial analysis. The Essentials of Financial Analysis simplifies an often difficult-to-understand topic so stakeholders ranging from employees to executives to investors can understand and discuss an organization’s financial workings. The Essentials of Financial Analysis delivers practical, in-depth coverage on the key components of financial reporting, budgeting, and analysis to help you better relate to the numbers behind the business issues you face every day. By the time you turn the final page of this book, you will be able to command confident discussions on performance, investment, and other financial situations with members of your finance team and senior management. This hands-on book helps you make better business decisions by showing you how to structure financial analysis, as well as: Contribute to an organization’s success and guide others companywide to make better financial decisions Reduce cost of capital and hurdle rates by selecting the financial markets, intermediaries, and instruments that work best for your company’s financing needs Increase shareholder value by pursuing growth through capital investment, new products, mergers and acquisitions, joint ventures, and other strategies Your career success and the prosperity of your company depends on your ability to understand and act upon basic financial principles. With The Essentials of Financial Analysis, you can go inside the numbers and get a clear picture of where your company has been, where it is going, and how you can help it get there.
The Essentials Of Finance And Accounting For Nonfinancial Managers
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Author : Edward Fields
language : en
Publisher: AMACOM/American Management Association
Release Date : 2011
The Essentials Of Finance And Accounting For Nonfinancial Managers written by Edward Fields and has been published by AMACOM/American Management Association this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Business & Economics categories.
"Filled with crystal-clear examples, the book helps you understand: balance sheets and income/cash flow statements; annual reports; fixed-cost and variable-cost issues; financial analysis, budgeting, and forecasting; and much more"--Back cover.