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Description
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Rattiner’s Review for the CFP® Certification Examination, Fast Track Study Guide serves as a quick study guide for candidates who sit for the CFP Certification Examination. The Second Edition has been updated to reflect the changes made in the CFP board’s educational curriculum beginning with the November 2006 CFP® certification exam. It includes the 89 new curriculum topics, new multiple-choice questions and the insights necessary for success on the exam–all based on student feedback from the author’s nationwide CFP® certification-based training classes. It is organized into the six disciplines of financial planning–PFP, insurance, investments, income tax, retirement and estate planning–each discipline provides mnemonic devices, study tips, and other helpful test-taking methods.
Jeffrey H. Rattiner, CPA, CFP, MBA, is President of Rattiner’s Financial Planning Fast Track® Inc., which prepares students to satisfy the educational requirements necessary to take the CFP® Certification Exam in a seven-month boot camp format. He has been a leading trainer for financial services companies such as AIG and Smith Barney, as well as prominent universities.
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