Thank you for an outstanding presentation yesterday. I found it very useful in terms of thinking about how I can improve my practice. Jeff's discussion about setting expectations was helpful.
Thank you for the excellent seminars - I try to attend as many as I can.
Joan O'Connell, CFP®, MSBA
Blue Water Capital Management, LLC
San Diego, CA 92121
Over the years, 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.
CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing a CFP Board Registered education requirement, have met its ethics, experience, and examination requirements.
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