Jeffrey H. Rattiner's Books

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

By: Jeffrey H. Rattiner

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

By: Jeffrey H. Rattiner

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.

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Page Count

418

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470130911

ISBN 13

9780470130919

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

By: Jeffrey H. Rattiner

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

By: Jeffrey H. Rattiner

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!

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Page Count

368

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471468487

ISBN 13

9780471468486

Rattiner's Financial Planner's Bible

The Advisor's Advisor

By: Jeffrey H. Rattiner

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Rattiner's Financial Planner's Bible

The Advisor's Advisor

By: Jeffrey H. Rattiner

Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.

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Page Count

316

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471426725

ISBN 13

9780471426721

Rattiner's Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

By: Jeffrey H. Rattiner

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Rattiner's Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

By: Jeffrey H. Rattiner

Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.

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Page Count

384

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119594294

ISBN 13

9781119594291

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

By: Jeffrey H. Rattiner

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

By: Jeffrey H. Rattiner

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Page Count

418

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470130911

ISBN 13

9780470130919

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

By: Jeffrey H. Rattiner

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

By: Jeffrey H. Rattiner

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Page Count

368

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471468487

ISBN 13

9780471468486

Rattiner's Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

By: Jeffrey H. Rattiner

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Rattiner's Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

By: Jeffrey H. Rattiner

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Page Count

384

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119594278

ISBN 13

9781119594277

Personal Financial Planning for Divorce

By: Jeffrey H. Rattiner

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Personal Financial Planning for Divorce

By: Jeffrey H. Rattiner

An insider's guide on how professionals and consumers can minimize damages in the divorce process Anyone planning for a divorce needs to learn strategies necessary to safeguard assets in advance of filing, how to cope with issues beyond their control, minimize the damage, and effectively plan going forward after the divorce. Personal Financial Planning for Divorce is an insider's guide on how both professionals and consumers can prepare for, work through, negotiate, and plan equitable divorce settlements. This helpful guide Contains all the guidelines for reducing damage throughout the difficult process of divorce Includes examples of how not to handle the divorce process and how these issues should be handled Provides checklists, planning charts, forms and tables Features strategies to safeguard assets in advance of filing for divorce and how to cope with issues beyond your control Personal Financial Planning for Divorce covers the many issues to help you understand exactly how divorce will affect you financially.

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Page Count

340

Publisher

John Wiley and Sons

Published Date

ISBN 10

047054998X

ISBN 13

9780470549988

Rattiner's Financial Planner's Bible

The Advisor's Advisor

By: Jeffrey H. Rattiner

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Rattiner's Financial Planner's Bible

The Advisor's Advisor

By: Jeffrey H. Rattiner

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Solve jigsaw puzzle

Age

Page Count

316

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471426725

ISBN 13

9780471426721

Book's by Jeffrey H. Rattiner

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

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

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

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

Rattiner's Financial Planner's Bible

Rattiner's Financial Planner's Bible

Rattiner's Secrets of Financial Planning

Rattiner's Secrets of Financial Planning

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

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

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

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

Rattiner's Secrets of Financial Planning

Rattiner's Secrets of Financial Planning

Personal Financial Planning for Divorce

Personal Financial Planning for Divorce

Rattiner's Financial Planner's Bible

Rattiner's Financial Planner's Bible

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