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

Jeffrey H. Rattiner (Author)

Book Description

ISBN-10: 0471272655 | ISBN-13: 978-0471272656 | Publication Date: July 18, 2003 | Edition: 1

A CFP® Study Guide that delivers what you need to succeed!

This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes:

• A highly logical and efficient format
• An in-depth outline of core essentials
• Explanations of all relevant exposures complete with solutions and practical examples
• Key points, exam tips, multiple choice, and mini—case study questions
• Mnemonic devices and study techniques to reinforce key points
• A format that directly parallels the CFP Board’s topic requirements
• and more!

Order your copy today!

Editorial Reviews

From the Back Cover

A CFP® Study Guide that delivers what you need to succeed!

This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes:

• A highly logical and efficient format
• An in-depth outline of core essentials
• Explanations of all relevant exposures complete with solutions and practical examples
• Key points, exam tips, multiple choice, and mini—case study questions
• Mnemonic devices and study techniques to reinforce key points
• A format that directly parallels the CFP Board’s topic requirements

For students who have been through the traditional CFP® educational programs and want a book that brings it all together, Rattiner’s Review for the CFP® Certification Examination, Fast Track Study Guide keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to supplement all CFP® texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.

"Jeff Rattiner has developed yet another valuable addition to our profession. Rattiner’s Review for the CFP® Certification Examination develops an excellent, comprehensive framework to prepare a student for the CFP® exam. The breadth and thoroughness of this book encompassing all 101 topics necessary for mastery will help students excel in their test preparations. "
–Stephen P. Wetzel, CFP®
Program Director and Adjunct Professor, New York University’s CFP® program

"I commend Jeff for providing relevant information in a clear and understandable manner for anyone in or thinking of entering the financial planning field. The book brings the Certified Financial Planner Board of Standards education required 101 topics into focus. I definitely recommend the book to anyone preparing for the national certified financial planner examination."
–Kenneth M. Huggins, PhD, CFP®
Chair, Finance Department
Director, Financial Planning Certificate Program
Metropolitan State College of Denver

About the Author

JEFFREY H. RATTINER, CPA, CFP® , MBA, RFC, is President of the JR Financial Group, a multipurpose holding company serving both consumers and the financial services industry. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, Schwab, the AICPA, and TIAA-CREF. In addition to being Editor in Chief for Personal Financial Planning Monthly, Mr. Rattiner is a columnist for Financial Planning magazine and editor of Personal Financial Planning Journal, which reaches over 5,000 financial planners annually.

Product Details

• Paperback: 354 pages
• Publisher: Wiley; 1 edition (July 18, 2003)
• Language: English
• ISBN-10: 0471272655
• ISBN-13: 978-0471272656
• Product Dimensions: 10.9 x 8.5 x 1 inches
• Shipping Weight: 1.9 pounds
• Average Customer Review: 3.2 out of 5 stars  See all reviews (12 customer reviews)
• Amazon Best Sellers Rank: #890,955 in Books (See Top 100 in Books)

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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