CFP® Education

BREAKING NEWS!

The CFP Board announced that it is adding a "live case study"
to their education exam requirements starting in January of 2012!

Avoid the additional expense and increased difficulty by signing up for
Rattiner's Financial Planning Fast Track™ accelerated program TODAY!
Our program satisfies the CFP® certification educational requirements in a rigorous
6-month "Boot Camp" format and will allow you plenty of time to take the exam
before the new requirement goes into effect!

We also offer private classes tailored specifically to meet the needs of individual companies.

 

Scroll down to see the locations

and dates for our upcoming programs.

 

What is Rattiner's Financial Planning Fast Track™ CFP® Certification Accelerated Program?
Rattiner's Financial Planning Fast Track™ CFP® certification accelerated program is an intensive seven-part educational program that covers the required 89 topics tested by CFP® Board on the CFP® Certification Examination. Rattiner's Financial Planning Fast Track™ CFP® certification accelerated program offers five four-day sessions over a five-month period. Sessions usually begin Thursday and end on Sunday. Testing is performed daily and group study assignments are given in the evenings. The seventh session is a five day Comprehensive CFP® Certification Exam Review of all 89 topics just prior to the exam. The Rattiner's Financial Planning Fast Track™ CFP® accelerated program is designed to take a comprehensive and focused approach on the subject of financial planning so you can gain the knowledge you need to pass the CFP® exam and to help you succeed in practice. 

Rattiner's Financial Planning Fast Track™ CFP® Certification Program Curriculum.
Rattiner's Financial Planning Fast Track™ CFP® accelerated program consists of the following seven modules:

  • Module 1 - Personal  Financial Planning & Insurance Planning 
  • Module 2 - Investment Planning
  • Module 3 - Income Tax Planning 
  • Module 4 - Retirement Planning
  • Module 5 - Estate Planning
  • Module 6 - Comprehensive Case Study
  • Module 7 - CFP Review

Who should sit for Rattiner's Financial Planning Fast Track™ CFP® Certification Program?
Only serious minded applicants need apply. This rigorous program is designed to condense two years of training into approximately six months (including a review class). Candidates who are seeking the CFP® designation will also need the following:

  • Education - Bachelor's degree from an accredited program
  • Examination - Success in passing the 2-day CFP® Examination
  • Experience - 3 years of work experience in any of the 89 topic areas
  • Ethics - Signing ethics documents provided by the CFP® Board


What is the tuition for Rattiner's Financial Planning Fast Track™ CFP® Certification Program?

Beginning in April 2012, the tuition for the entire program, including all materials and testing fees, is $6,395 for all areas except New York City and Hawaii where the tuition is $6,995 due to higher program costs.  A discount of $500 is available for students signing up 60 days or more in advance or those signing up with 3 or more colleagues.  

When and where is Rattiner's Financial Planning Fast Track® CFP® Certification Program offered?
See locations and dates listed below.


ARIZONA

Phoenix Area - July 2012 Exam Prep

Last Class Offered under the current rules before CFP Board of Education Requirements Change

December 10-13, 2011
January 26-29, 2012
March 1-4, 2012
April 12-15, 2012
May 17-20, 2012
June 20-24, 2012

Phoenix Area - November 2012 Exam Prep

March 22-25, 2012
April 26-29, 2012
May 31-June 3, 2012
July 12-15, 2012
August 16-19, 2012
Sept. 20-23, 2012 - Comprehensive Case Study Approach

October 24-28, 2012


CALIFORNIA

San Diego Area - November 2012 Exam Prep

April 19-22, 2012
May 10-13, 2012
June 11-14, 2012
July 26-29, 2012
August 16-19, 2012
Sept. 5-8, 2012 Comprehensive Case Study Approach

October 11-14, 2012



COLORADO  

Denver - November 2012 Exam Prep

April 19-22, 2012
May 10-13, 2012
June 11-14, 2012
July 26-29, 2012
August 16-19, 2012
Sept. 5-8, 2012 - Comprehensive Case Study Approach

October 11-14, 2012


NORTH CAROLINA  

Charlotte Area - November 2012 Exam Prep

April 19-22, 2012
May 10-13, 2012
June 11-14, 2012
July 26-29, 2012
August 16-19, 2012
Sept. 5-8, 2012 - Comprehensive Case Study Approach

October 11-14, 2012


OHIO  

Columbus Area - November 2012 Exam Prep

April 19-22, 2012
May 10-13, 2012
June 11-14, 2012
July 26-29, 2012
August 16-19, 2012
Sept. 5-8, 2012 - Comprehensive Case Study Approach

October 11-14, 2012


PENNSYLVANIA  

Philadelphia Area - November 2012 Exam Prep

April 19-22, 2012
May 10-13, 2012
June 11-14, 2012
July 26-29, 2012
August 16-19, 2012
Sept. 5-8, 2012 - Comprehensive Case Study Approach

October 11-14, 2012



 

WASHINGTON  

Seattle Area - November 2012 Exam Prep

April 19-22, 2012
May 10-13, 2012
June 11-14, 2012
July 26-29, 2012
August 16-19, 2012
Sept. 5-8, 2012 - Comprehensive Case Study Approach

October 11-14, 2012



 

NEW YORK  

New York - November 2012 Exam Prep

April 19-22, 2012
May 10-13, 2012
June 11-14, 2012
July 26-29, 2012
August 16-19, 2012
Sept. 5-8, 2012 - Comprehensive Case Study Approach

October 11-14, 2012


 


 

We have run our program privately for many large companies throughout the country as well as through many major universities such as Ohio State University (OSU). 

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Rattiner's Financial Planning Fast Track™ is a Review Course provider for the CFP® Certification Examination administered by the Certified Financial Planning Board of Standards Inc.  The CFP® Board does not endorse any review course nor receive financial remuneration from Review Course providers.

Metropolitan State College is a registered program with Certified Financial Planner Board of Standards, Inc. Rattiner's Financial Planning Fast Track™, is the marketing organization for the instructors who teach the program which is registered through the Metropolitan State College of Denver.

Metropolitan State College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirements, such as this CFP® Board-Registered Program, have met its ethics, experience, and examination requirements.


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