Accelerated CFP® Certification Education Program

 
 
 

ABOUT THE INSTRUCTOR

Jeffrey Rattiner CFP®, CPA, RFC, is president of JR Financial Group, Inc., a multi-purpose holding company serving consumers and the financial services industry. He is the creator of Rattiner’s Financial Planning Fast Track®, an innovative, accelerated educational program designed to help students prepare for the CFP® Certification Exam. Jeff has been a leading trainer for some of America’s best known financial services companies, including Wells Fargo, SunAmerica, Merrill Lynch, Bank of America, Western CPE, First Tennessee, the American Institute of Certified Public Accountants (AICPA), the California CPA Education Foundation, and TIAA-CREF. He is the author of numerous publications, including Getting Started as a Financial Planner, Financial Planning Bible, Rattiner’s Review for the CFP® Certification Exam, and The Financial Planning Answer Book.

 

 

 
 
 

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

The Ohio State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

Continuing Education non-credit course discounts do not apply to courses in the CFP® Certification Education Program.