Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide

Jeffrey H. Rattiner

Aug 2003 · Sold by John Wiley & Sons

About this ebook

A CFP® Study Guide that delivers what you need to succeed!

This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes:

• A highly logical and efficient format
• An in-depth outline of core essentials
• Explanations of all relevant exposures complete with solutions and practical examples
• Key points, exam tips, multiple choice, and mini—case study questions
• Mnemonic devices and study techniques to reinforce key points
• A format that directly parallels the CFP Board’s topic requirements
• and more!

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About the author

JEFFREY H. RATTINER, CPA, CFP® , MBA, RFC, is President of the JR Financial Group, a multipurpose holding company serving both consumers and the financial services industry. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, Schwab, the AICPA, and TIAA-CREF. In addition to being Editor in Chief for Personal Financial Planning Monthly, Mr. Rattiner is a columnist for Financial Planning magazine and editor of Personal Financial Planning Journal, which reaches over 5,000 financial planners annually.