Book Description
This book takes a comprehensive and integrated approach to personal financial planning for accounting students, allowing them to view the personal financial planning profession through the lens of a CPA – with integrity and objectivity. It is part of a turnkey curriculum that centers on a single graduate-level course systematically introducing the essentials of all the major topics of personal financial planning (estate, retirement, investments, insurance, and tax), showing their interconnectivity and professional opportunities. 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 will serve.