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.

 

See the current list of locations and dates below.

 

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 six-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 sixth 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 six 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 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

As well as holding classes for individuals at different locations nationwide, our program can be tailored for private companies whose advisors/agents have special scheduling needs.  Our program has also worked well at major universities such as Arizona State University (ASU), Ohio State University (OSU) and New York University (NYU).

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

The tuition for the entire program, including all materials and testing fees, is $5,650 for all areas except New York City and Hawaii where the tuition is $6,250 due to higher program costs.  A discount of $300 is available for students signing up 90 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 - March 2011 Exam Prep

September 10-13, 2010
October 14-17, 2010
November 18-21, 2010
December 16-19, 2010
January 20-23, 2011
February 16-20, 2011


Phoenix Area - July 2011 Exam Prep

December 9-12, 2010
January 20-23, 2011
February 24-27, 2011
March 31-April 3, 2011
May 25-28, 2011
June 15--19, 2011


California  

Los Angeles Area - March 2011 Exam Prep

September 19-22, 2010
October 22-25, 2010
November 18-21, 2010
December 16-19, 2010
January 20-23, 2011
February 9-13, 2011

San Francisco Area - July 2011 Exam Prep

December 2-5, 2011
January 13-16, 2011
 March 3-6, 2011
April 7-10, 2011
May 19-22, 2011
June 8-12, 2011


Colorado  

Denver - March 2011 Exam Prep

August 12-15, 2010
September 23-26, 2010
October 22-25, 2010
December 2-5, 2010
January 6-9, 2011
February 9-13, 2010

Denver - July 2011 Exam Prep

January 6-9, 2011
February 10-13, 2011
March 10-13, 2011
April 20-23, 2011
May 19-22, 2011
June 15-19, 2011


New York City  

Manhattan Area - July 2011 Exam Prep

January 6-9, 2011
February 10-13, 2011
March 17-20, 2011
April 20-23, 2011
May 25-28, 2011
June 22-26, 2011



North Carolina  

Charlotte Area - July 2011 Exam Prep

November 19-21, 2010
January 6-9, 2011
February 17-20, 2011
March 31-April 3, 2011
May 12-15, 2011
June 1-5, 2011


Pennsylvania - The American College  

Philadelphia Area - November 2010 Exam Prep

March 18-21, 2010
April 29-May 2, 2010
June 10-13, 2010
July 22-25, 2010
September 11-14, 2010
October 27-31, 2010


Philadelphia Area - March 2011 Exam Prep

August 26-29, 2010
Septembet 23-26, 2010
November 11-14, 2010
December 16-19, 2010
January 20-23, 2011
February 23-27, 2011

 


Washington, DC  

Washington, DC Area - July 2011 Exam Prep

January 13-16, 2011
February 10-13, 2011
March 17-20, 2011
April 20-23, 2011
May 25-28, 2011
June 22-26, 2011


 


 

 

We have run our program privately for many large companies throughout the country as well as through many major universities such as Arizona State University (ASU), Ohio State University (OSU) and New York University (NYU). 

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.


Affiliates

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