Off the Desk and Into Print!

We are pleased to announce the publication of the textbook: Essentials of Personal Financial Planning co-authored by Susan M. Tillery and Thomas N. Tillery.

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.

For more information or to purchase the book click here to link to the AICPA Store.

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