Cash Management Strategies

Personal Financial Planning

CPE Self-study

Cash Management Strategies

Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.

$63.20 - $99

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

1.5

Author(s)

Susan M. Tillery, Tom Tillery

Availability

1 year

Product Number

167231

View

Business & partner

Part of a discounted

Product Details

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program.

To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software.

In this audiovisual CPE course, Tom Tillery covers:

The time value of money
Cash management strategies
The creation of the personal financial planning client's spending plan

Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.

Learning Outcomes

Recall the strategic tool used to identify fundamental personal financial planning goals.
Recognize a personal financial planning service.
Identify a statistical measure of the change in prices for a set of products.
Select the alternative name for the interest rate used in determining present value.
Calculate an inflation-adjusted return.
Recall an assumption used when calculating serial payments.

Credit Info

CPE Credits

Online

1.5

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP)

Access

Online

This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.

For more information, please refer to CPE requirements and NASBA sponsorship information

Pricing

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Nonmembers

Online

$99.00

AICPA Members

Online

$79.00

CIMA Members

Online

$79.00

PFP Section Members

Online

$63.20

Group ordering for your team

2 to 5 registrants

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6+ registrants

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Author(s)

Susan M. Tillery

CPA/PFS, AEP®(Distinguished)

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co provided the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, Susan is a member of the GSCPA Board of Directors, and past Chair of both the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is the recipient of the AICPA 2019 Personal Financial Planning Distinguished Service Award. Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Susan has co-authored the AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Susan is a frequent speaker and author on topics relating to personal financial planning, including CPAs and financial planning, virtual family offices, financial issues facing women, responsibilities of wealth, charitable giving, and stewardship. Susan and her family reside in Kennesaw, Georgia.

Tom Tillery

MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Tom earned an M.S. in Financial Services from the American College and an M.A. in education from the Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, including financial planning and tax advisory services, estate planning for the affluent, current retirement issues, working with investment advisors, and stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Tom has co-authored the AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Tom and his family reside in Kennesaw, Georgia.

Accessibility

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