October 2020
Beginner
384 pages
10h 26m
English
Content preview from Rattiner's Secrets of Financial Planning
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About the Author
Jeffrey H. Rattiner, CPA, CFP®, MBA, is a well-known professional speaker, educator, and author of ten major financial planning books, including the bestsellers Personal Financial Planning for Divorce, Rattiner's Review for the CFP Certification Examination – Fast Track Study Guide, Rattiner's Financial Planner's Bible, for Wiley, and Getting Started as a Financial Planner, for Bloomberg Press (which is now part of Wiley), Financial Planning Answer Book, for CCH/Wolter Kluwers, Adding Personal Financial Planning to Your Practice, for the American Management Association, Personal Financial Planning Library, for Harcourt Brace, and the co-authored Practicing Financial Planning textbook. He has been an editor for Personal Financial Planning and Financial Advisory Practice for Warren Gorham and LaMont, Financial Planning Digest for Harcourt Brace, Audio Financial Planning Report for Totaltape (Bisk) Publishing Company, Financial Planning Monthly Journal for Aspen Publications, The Planner for the AICPA, and was a columnist for Financial Planning and Financial Advisor magazines.
Rattiner is a leading innovator on financial planning educational programs, and his nationally acclaimed program, Rattiner's Financial Planning Fast Track®, continues to raise the industry bar by training financial services professionals to obtain their Certified Financial Planner® (CFP®) certification in an accelerated format nationwide. Rattiner won critical acclaim as the cover story ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.