Jeff Rattiner – Author

"You’re the best teacher I ever had in all my years of school!"

Ross Elliott

"The Rattiner Fast Track program absolutely prepared me to sit for the CFP® exam. The material, insight and instruction was spot on and engaging. I could not have done this on my own in a self-study environment!"

Griffith D. Voth

"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

"With Jeff's help to training for the CFP® Certification Examination, I learned the math techniques behind the planning is based which is 10 times more valuable than just learning the data entry and software. I truly understand the critical issues of financial planning for which I am helping my clients."

Steven Douglass

"Jeff's 4 day crash course is what put me over the edge and allowed me to pass my first time. During the 4 day crash course Jeff solidified my confidence in concepts that I was relatively strong in and cleared up some of the more difficult concepts that I was weaker in. Jeff was also able to provide some key insight and tips on how to pass the exam that were incredibly useful during my final weeks of review. Thank you Jeff!!"

​John Boyd

"Good morning Jeff,

One week out from test.

I wanted to send a note that regardless of a pass or fail, I appreciate all you did for me through the last couple of years.

I am a much stronger member of my team here, and they have noticed. You put me on the fast track. I'll always be grateful regardless of the outcome.

Go Yankees,"

Lucas E. Bremer, MBA

"​​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."

Clint Jasperson

"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!"

Michael Rossi

Intelligent Capitalworks

“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

Intelligent Capitalworks

"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'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's class was essential to cutting through the jungle of information presented in the CFP® Board Exam materials. Jeff uses the most up to date and efficient methods for digesting and understanding the material while focusing on the most important topics. You are required to have your own study method and it is essentially in your hands to pass the exam, but Jeff Rattiner, with his industry expertise, can provide the tools and guidance to make passing a reality."

Alex Osmond

Communications and Client Relationship Manager

"Dear Jeff,

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."

Zach Novak