Professional Speaker
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.
A Sampling of Some of the More Common Topics Presented by Mr. Rattiner Include:
- Personal Financial Planning Process
- Personal Financial Planning – An Overview
- Cash Flow Management
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- Personal Financial Planning for Divorce
- Personal Financial Planning for Closely Held Business Owners
- Personal Financial Planning for High-Net-Worth Individuals
- Personal Financial Planning for the Suddenly Single
- Using Form 1040 to Identify Financial Planning Opportunities for Advisors
- Ethics
- CFP® Examination Review Course
- Building a Financial Planning Practice
- Getting Started as a Financial Planner
- My 36 Years in Business: What I've Seen and Where We Are Headed
- Preparing for the Future! An Essential Guide for Financial Advisors
Published Author
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.
Industry Expert
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.
