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

~ (Author) "1. Purpose, benefits, and components A. The purpose of financial planning is to provide sound, coordinated financial advice to individuals and their families..." (more)
Key Phrases: final average compensation, life expectancy rule, serial payment, Social Security, United States, Practice Standards (more...)

Editorial Reviews

Product Description

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

From the Back Cover

A CFP Study Guide that deliverswhat 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. Now, in a Second Edition, it covers some of the most important disciplines of financial planning—insurance, employee benefit, investment, income tax, retirement, estate, and general planning—and provides a no-nonsense approach to studying that includes:

• A highly logical and candidate-friendly 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

The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam.

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, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement 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. --This text refers to an out of print or unavailable edition of this title.

See all Editorial Reviews

Product Details

• Paperback: 354 pages
• Publisher: Wiley; Stg 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 (11 customer reviews)
• Amazon.com Sales Rank: #585,204 in Books (See Bestsellers in Books)

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Customer Reviews

Most Helpful Customer Reviews

54 of 59 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)

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

48 of 52 people found the following review helpful:

2.0 out of 5 stars You get what you pay for..., March 19, 2006

By	Mr. Presumption "Kelly" (Portland, OR) - See all my reviews

Just took the CFP exam yesterday. I'm a quick study, have been in the industry a while, am a CLU/ChFC, so I hoped I could find a condensed study guide that would serve to refresh my memory and allow me to skate through. I'm CHEAP too, so I was hoping I could save some $$$ by not enrolling in a review course.

Fortunate for me, a buddy that passed the exam last year and paid $1,200 for a BISYS review course heard I was taking the test and loaned me HIS books (all 2500 pages) as a supplement to this study guide. Those materials SAVED MY HIDE!!! I would have failed if I relied on this book. The tax data is all outdated and critical to the exam. Even if it were updated, there is still a HUGE amount of material missing that you need to know. Didn't even work for me as an outline. This is a hard test, so don't fool yourself like I did.

30 of 34 people found the following review helpful:

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

By A Customer

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.