Feb 1, 2022
Author, teacher, CPA, and CFP® certificant Jeff Rattiner joins us to share his journey from public accounting to pioneering CFP® education training for the financial advisory profession. We’ll hear about how he started the 1st financial planning education program that qualified you to sit for the CFP Board Exam in under a year’s time, his thoughts on CFP Board education, and how COVID19 has affected the education experience. He also shares his thoughts on his new book, Rattiner’s Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience.
Jeff Rattiner's Contact:
Website: www.JRFinancialgroup.com
Email: Jeff@JRFinancialgroup.com
Phone: (303) 522-8767