Jeff has been a dedicated, intense, witty, and passionate speaker on many financial planning topics for well over three decades.
An established author, sought after lecturer, and industry guru, Jeff provides program attendees with the financial planning knowledge needed to help assess and identify issues while determining potential financial exposures and concerns. These tools will help create a winning environment and game plan consisting of recommendations and solutions to help financial professionals, consumers, and those who wish to develop a strong background and skill set on financial planning issues to approach an even higher level.
Find out why thousands of advisors and consumers have attended live and virtual programs where Jeff has provided them with the tools and education they need to help better their own financial situations.
Learn About the Financial Planning Fast Track™ Program
Achieve the Same Success Rattiner Students Have Had Over the Last 30+ Years From the Convenience of Your Own Office!!
Mr. Rattiner teaches financial advisors how to prepare for the CFP® Certification Examination through his "Rattiner's Financial Planning Fast Track®" program and provides keynote sessions, in-house training, and coaching to professional financial advisor audiences nationwide.
Jeff Rattiner, the President of JR Financial Group, Inc., has authored several books on Financial Planning, which are listed below.
Words cannot begin to describe the way I felt yesterday when I received the notification that I passed the CFP® Board Exam on March 15th, 2019. I simply cannot thank you enough for going above and beyond to prepare me and my colleagues for the exam. I’m beyond thrilled to have been able to do it once, do it right, and move on.
You are far and away the greatest instructor I have had in any capacity in my professional/educational history. Not only did I feel adequately prepared for the board exam in the condensed 9 month period, but I actually enjoyed being in class every 4-6 weeks more than I care to admit. It was fun, challenging, educational, hilarious, and everything I could ever hope to encounter in a classroom setting. Additionally, you attract some of the best people that I’ve had the pleasure of knowing in my professional career which was another added bonus to the Jeff Rattiner experience.
Again, thank you so much for everything. If there’s ever anything I can do to return the favor, please don’t hesitate to let me know. I’ve purchased 2 of your books so far and am looking forward to the new book coming out this year. You are “the man” in every sense of the expression and I wish you all the best in your future endeavors. I will be recommending you with my highest regards to everyone who inquires about the best CFP® education program.
I cannot think of a better way to learn than from a person whose experience matches that of legend. Jeff took the time to not only teach us how to pass the exam but how to take what we learned and apply it to real life. My fellow peers seemed to benefit from his courses just as much as I did because after class I was excited to come back to the office and implement what I learned and help them. Jeff made dry material relatable and fun in every way which made taking the test a breeze because the test was about applying what you knew and Jeff made sure you knew everything. I recommend him to every new and senior advisor out there because he will take you to a new level.
Derek Martin, MBA
Jeff Rattiner’s Financial Planning Fast-Track program has a 20-year history at our firm. My father-in-law took one of the first classes offered and successfully passed the exam. My brother-in-law attended Jeff’s class and insisted this was the best program available. A few years later, my cousin-in-law and I followed in their footsteps. The results are clear, a 100% first time pass rate.The Fast-Track program is well worth the time and invaluable to anyone looking to pursue the CFP® credential. Thank you Jeff!
Kyle J. Geschwender
Preparing for the CFP® exam takes time but the Fast Track program helped me have more efficient and effective study habits. Having someone who knows the material inside and out and is up-to-date on curriculum changes so that he can answer your questions in preparation for the exam was invaluable, not to mention the thousands of practice questions and real-world examples provided. Jeff has helped my uncle, cousin, cousin-in-law, and myself all pass the exam on the first attempt. Thanks Jeff!
You’re the best teacher I ever had in all my years of school!
I attended Jeff's intensive CFP® course in person, and I couldn't be happier with the results. Initially I was doubtful and overwhelmed. With so much information to cover, I struggled having confidence in my ability to succeed. However, trust Jeff's process and your success is imminent. I passed the exam on my first try and it would not have been possible without Jeff's classes. I would also highly encourage the "in-person" experience as the jokes tend to be better (you'll know what I mean after you sign up) and the relationships I built with colleagues in my industry ended up being a favorite part of my experience. Take this class! You won't regret it.
Jeff's insights were spot on. He provides the framework, you provide the time, effort, and dedication. When it comes to preparing to take the rigorous CFP® Exam, this course is no-nonsense, is non sugar-coated, has no fluff..... and is all business, and the right amount which helped push me to achieve a passing score on the CFP® Exam. As an added bonus, you get to listen to all of Jeff's really good jokes, which makes a solid deal even better. I highly recommend this course.
Pablo King Ortiz
Jeff is the most entertaining teacher I have ever had. I have tried to do the online education courses and they are boring and tough to pay attention to. I would highly recommend taking the time to attend his live classes. I was able to focus for 4 days and learn way more than I could ever learn watching a video online.
Tyler Hunt, Associate
Arista Wealth Management
Las Vegas, NV