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.
For more information, contact Jeff Rattiner at (720) 529-1888 or firstname.lastname@example.org
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’s educates 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 over 28 years. His classes have been held at New York University, The American College, 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 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.
We have run our program privately for many large companies throughout the country as well as through many major universities such as The Ohio State University (OSU), New York University (NYU), Arizona State University (ASU), The University of California - Riverside (UC), The American College and The Metropolitan State University of Denver.
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, Inc., is a Review Course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course nor receive financial remuneration from Review Course providers.
Metropolitan State University is a registered program with Certified Financial Planner Board of Standards, Inc. Rattiner's Financial Planning Fast Track, Inc., is the marketing organization for the instructors who teach the program which is registered through the Metropolitan State College of Denver.
Metropolitan State University 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 education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
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