Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide
| Author | : | |
| Rating | : | 4.28 (750 Votes) |
| Asin | : | 0471272655 |
| Format Type | : | paperback |
| Number of Pages | : | 354 Pages |
| Publish Date | : | 2016-11-20 |
| Language | : | English |
DESCRIPTION:
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 formatAn in-depth outline of core essentialsExplanations of all relevant exposures complete with solutions and practical examplesKey points, exam tips, multiple choice, and mini—case study questionsMnemonic devices and study techniq
Rattiner’s Review for the CFP® Certification Examination develops an excellent, comprehensive framework to prepare a student for the CFP® exam. The book brings the Certified Financial Planner Board of Standards education required 101 topics into focus. " –Stephen P. Wetzel, CFP® Program Director and Adjunct Professor, New York University’s CFP® program"I commend Jeff for providing relevant information in a clear and understandable manner for anyone in or thinking of entering the financial planning field. I definitely recommend the book to anyone preparing for the national certified financial planner examination." –Kenneth M. Covering some of the most important disciplines of financial plannin
Rattiner is a columnist for Financial Planning magazine and editor of Personal Financial Planning Journal, which reaches over 5,000 financial planners annually. . He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, Schwab, the AICPA, and TIAA-CREF. RATTINER, CPA, CFP® , MBA, RFC, i
A great review book David Like other comments have said, this book should not be used to initially learn the material. But if you use it as a review in the months and weeks before the CFP exam, it will be extremely helpful. I studied exclusively from this for the 2 weeks leading up the the exam, and wished I had started using it earlier. If you know everything in this book and can do TVM calculations, you'll be fine. I came out of the test feeling confident, and my passing score was confirmation. After taking the test, I thought the book contained exactly the right amount of detail. It is not just an outline.If you've already fu. "Please Don't Waste Your Money Like I Did !!!!!!!" according to G. Bates. 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 200Please Don't Waste Your Money Like I Did !!!!!!! 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. . 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. "To be avoided" according to Illinois Atty. The book is written in an outline format. In this case, the outline format completely fails due to the author's apparent lack of ability to properly categorize subject matter and repeated criss-crossing of topics in incorrect sections.Poor organization is bad, but not fatal to test prep materials. What cannot be forgiven is the copious amount of incorrect information contained in this study guide. As a CPA and a lawyer, I have experience in the financial arena and I clearly recognize when information is just plain wrong. At first, I challenged my preconceptions by researching topics where the outline co