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

by Jeffrey H. Rattiner (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...)

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: #597,691 in Books (See Bestsellers in Books)

  Popular in this category: (What's this?)

  #44 in

  Books > Business & Investing > Personal Finance > College & Education Costs

Customer Reviews

Most Helpful Customer Reviews

43 of 45 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 The tax data is all outdated and critical to the exam.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.

52 of 57 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

29 of 33 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.