Jeffrey H. Rattiner 
Rattiner’s Review for the CFP(R) Certification Examination, Fast Track Study Guide 

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!

Table of Content

Preface.

General Principles of Financial Planning.

Insurance Planning and Risk Management.

Employee Benefits Planning.

Investment Planning.

Income Tax Planning.

Retirement Planning.

Estate Planning.

Bibliography.

About the author

JEFFREY H. RATTINER, CPA, CFP® , MBA, RFC, is President of the
JR Financial Group, a multipurpose holding company serving both
consumers and the financial services industry. He has been a
leading trainer for financial services companies such as Wells
Fargo, Sun America, Merrill Lynch, Schwab, the AICPA, and TIAA-CREF.
In addition to being Editor in Chief for Personal Financial
Planning Monthly, Mr. Rattiner is a columnist for Financial
Planning magazine and editor of Personal Financial Planning
Journal, which reaches over 5, 000 financial planners annually.