Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide (Rattiner's Review for the CFP Certification Examination) [Paperback]

Jeffrey H. Rattiner (Author)

Book Description

ISBN-10: 047043628X | ISBN-13: 978-0470436288 | Publication Date: May 4, 2009 | Edition: 3

The proven CFP Study Guide that delivers just what you need to succeed!

A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner.

This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints.

Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include:

• Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately
• New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline
• Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations
• New multiple-choice questions as well as new charts and tables for quick memorizations
• New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart

Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry.

Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

Editorial Reviews

From the Back Cover

The proven CFP Study Guide that delivers just what you need to succeed!

A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner.

This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints.

Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include:

• A new chapter on Test-Taking Techniques that shows you how to prepare and take the CFP Exam, emphasizing detailed or long approach and short or concise approach
• Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately
• New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline
• Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations
• New multiple-choice questions as well as new charts and tables for quick memorizations
• New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart

Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry.

Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

About the Author

Jeffrey H. Rattiner, a leader in the Certified Financial Planning field, is a provider of CFP training courses and author of eight books on CFP, including the bestseller Getting Started as a Financial Planner, published by Bloomberg. Rattiner is a recognizable name in the financial industry whose live training program, "Rattiner's Financial Planning Fast Track", is¿one of the leading full- course CFP exam training, nationwide. He works with many large financial services organizations, is a frequent industry speaker, has been named to the CPA All-Stars in Personal Financial Planning as reported in CPA Magazine, and has been quoted in many trade and consumer publications.

Product Details

• Paperback: 456 pages
• Publisher: Wiley; 3 edition (May 4, 2009)
• Language: English
• ISBN-10: 047043628X
• ISBN-13: 978-0470436288
• Product Dimensions: 10.8 x 8.3 x 0.9 inches
• Shipping Weight: 1.4 pounds (View shipping rates and policies)
• Average Customer Review: 3.2 out of 5 stars  See all reviews (12 customer reviews)
• Amazon Best Sellers Rank: #385,518 in Books (See Top 100 in Books)
  • #68 in Books > Education & Reference > Education > Test Guides - Careers > CPA

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Customer Reviews

Most Helpful Customer Reviews

63 of 68 people found the following review helpful:

1.0 out of 5 stars Please Don't Waste Your Money Like I Did !!!!!!!, October 24, 2005

By 

G. Bates (Rockford, IL USA) - See all my reviews
(REAL NAME)   

Amazon Verified Purchase

This review is from: Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide (Paperback)

I recently spent a bunch of money to take one of the several well established review courses. I purchased this book since it was relatively inexpensive and I thought I would check out the materials as a portable outline.

The book has not been updated since 2003. So much of the material is outdated!! Big problem!!! Need I say more!

Further, Amazon doesn't have a worthy return policy since I purchased this. I might change my review if the price were $5 because it isn't worth anymore.

Avoid Avoid Avoid

33 of 38 people found the following review helpful:

4.0 out of 5 stars Very useful book, March 21, 2004

By A Customer

This review is from: Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide (Paperback)

This book is an incredibly detailed outline covering the vast selection of topics included on the CFP exam. Because of the outline format, I wouldn't recommend trying to use this book as a way to learn material for the first time. What it is ideal for is as a reminder of details and distinctions, improving your recall of topics learned in some prior class or self-study, but in much more detail. Because this book is updated each year, it references up-to-date tax dollar amounts you'll need for the exam.

12 of 12 people found the following review helpful:

2.0 out of 5 stars Summary with no meat, August 5, 2006

By 

Anthony Galliano "Finance Professional" (Niceville, FL USA) - See all my reviews
(REAL NAME)   

This review is from: Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide (Paperback)

The book is simply a summary outline of the material for the CFP test, which can easily be obtained on the Board's website. Without sufficient detail, I can not imagine how it could be helpful.

Anthony