Jeff Rattiner, CPA, CFP®, is president of Rattiner's Financial Planning Fast Track, Inc. and JR Financial Group, Inc. Both companies provide training and consulting for financial advisors, CPAs, consumers, & the financial services industry.
Mr. Rattiner has educated financial advisors on how they can prepare for the CERTIFIED FINANCIAL PLANNER® (CFP®) Certification Examination in a boot camp format through his nationally recognized and acclaimed "Rattiner's Financial Planning Fast Track®" (FPFT) program. FPFT has won critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine and the October 2009 issue of The Register. His lively and entertaining teaching style has served professionals well for well over 30 years. His classes have been held at New York University, The American College, the University of California, Metropolitan State College of Denver, The Ohio State University, and Arizona State University, and at dozens of financial service companies. He was awarded the "1997 Distinguished Faculty Member-Teacher of the Year" by the Community College of Denver.
Mr. Rattiner has been a long-time featured speaker to many of the largest financial services companies, CPA firms, consumer companies, and professional financial advisor audiences nationwide. He provides keynote and breakout sessions at conferences, daily corporate in-house training, professional continuing education, consultative services, and one-on-one coaching.
Mr. Rattiner authored "Rattiner's Review for the CFP® Certification Examination," "Rattiner's Financial Planner's Bible," and "Personal Financial Planning for Divorce" for John Wiley & Sons; "Getting Started as a Financial Planner" for Bloomberg Press; Financial Planning Answer Book for CCH; "Adding Personal Financial Planning to Your Practice" for American Management Association; & "Personal Financial Planning Library" for Harcourt Brace. He has been an editor for Personal Financial Planning and Financial Advisory Practice for Warren Gorham and LaMont, Financial Planning Digest for Harcourt Brace, Audio Financial Planning Report for Totaltape (Bisk) Publishing Company, Financial Planning Monthly Journal for Aspen Publications, The Planner for the AICPA, a columnist for Financial Planning and Financial Advisor magazines, and for many in-house corporate publications.
He has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners (ICFP), was employed as the Director of Technical Standards for the Certified Financial Planner® Board of Standards (CFP® Board), and employed as Technical Manager in the Personal Financial Planning (PFP) Division of the American Institute of Certified Public Accountants (AICPA) in New York City.
"I passed!!!! The first time!!!! I'm so happy! I actually started working on my CFP® designation more than 10 years ago - I was self-studying. I passed the first two parts, but by the time I got into the third part (Income Tax), I found the material so dry and boring that I could go no more than 1/3 into the book. I tried 3 times to go back and get motivated - to no avail. I convinced myself that I didn't really need the CFP® designation. However, we all know that you have a competitive edge when you have that designation. When my bank brought in Jeff to teach the course and they mentioned that he had a great sense of humor, I was in. Jeff has great knowledge on the material and can take very dry information and make it interesting. He has a lot of life experiences and cases he can share, which helps your retain the information. I definitely recommend Rattiner's Financial Planning Fast Track!"
“Jeff Rattiner’s Fast Track program is a recipe for success! Jeff uses his exceptional technical knowledge and experience to present information in a way that not only prepares you for the exam, but also allows you to actually learn complex concepts so that you can use them with clients immediately. If pursuing the CFP® designation is in your future, I can recommend the Fast Track program without hesitation”.
Howard L. Schuster, CFP®, MBA
"Going into Jeff’s CFP® Exam review course I felt like I had a reasonably solid base knowledge in financial planning having passed my Life, Accident & Health, Series 6, 7, 9, 10 and 66; and earning my CLU®, ChFC®, CASL® and RICP® through the American College. I quickly realized that this exam would be significantly harder than any I had taken in the past and I was truly amazed by Jeff’s depth and breadth of knowledge on all 72 of the CFP® topics. I can honestly say I do not believe I would have passed the CFP® exam had I not taking his review course and I would highly recommend this and any other course he teaches… He’s a machine!"
Mike Faulhaber, CLU®,ChFC®,CASL®,CLF®,RICP®,CLTC
Look for referrals from me, after the test was done I realized that there were only a couple of questions I was clueless about, your fasttrack program is the best. I was totally prepared for the test, thanks again for your help and your friendship.
Dave Ethington, AAMS®
Branch Operations Manager | Biltmore Branch
Charles Schwab & Co., Inc. Charles Schwab Bank
"I was fortunate enough to have taken Jeff's full fast track course. With less than one year of being licensed and minimal industry experience there was a large learning curve to be able to get through the exam. Having the consistent classes throughout the nine months forced me to have everything read before the next class and kept me on track and focused. The review course was very helpful as it tied all of the technical information together into a four day recap. During the exam itself, multiple times, I had Jeff's one liners in my head as I was answering the questions and I was able to pass on the first try. There is no doubt that through Jeff's fast track course, you will be more than prepared to pass the exam if you put in the time."
Thanks once again!
"Jeff Rattiner’s review course was the perfect 4-day course to highlight those things we truly needed to know, in order to pass the CFP® exam. Reflecting on myself and the knowledge I had before I entered his course, to the mindset I had after his review course, it was like a 180 degree turn! He truly helps you think critically and holistically like a planner. There is no way I would have passed the exam on my self-study alone. His knowledge base, tips on taking the test, and Keir materials proved invaluable. I would NOT have passed the exam, let alone on the first attempt, without going through his course. It had come highly recommended to me by various colleagues and I HIGHLY recommend it to anyone planning to sit for the CFP® exam!"
Kimberly Jestrab, RP®
Associate Financial Advisor
D.A. Davidson & Co | 208 N Broadway, Ste 100 | Billings MT 59101