CPA Shortcut™

Rattiner’s Financial Planning Review Course for the CFP^® Certification Examination

The Ultimate Financial Planning Short Course for CPAs
If a CPA has considerable experience in the primary fields of financial planning-insurance, investments, taxation, retirement and employee benefits, and estate planning-then he/she can take advantage of the quickest path to CFP® certification-Western CPE's CPA Shortcut™. Participants individually review study materials in the topics listed above, plus they attend an intense 5-day review course offered on the following dates:

June 6–10, 2007
October 3–7, 2007
June 4–8, 2008

Program Costs:

Instructional fees for the CPA Shortcut™ program are $1,295. An early bird registration fee of $1,195 is offered for those who register 3 months in advance, and an ultra-early bird registration fee of $1,095 is offered for those who register by January 31 of the year in which the program is offered.

Required reading materials cost $400 and can be purchased through Western CPE. Course materials will be shipped 8-12 weeks prior to your session. Once you receive course materials, regardless of the time period before your first session, there are NO refunds; however, paid fees may be applied to an ensuing session.

Fees do not include travel, lodging, and meal expenses.

CPE Credit: Attendees receive 40 hours of CPE tax credits for completion of the 5-day review course.

All courses are held at:

Embassy Suites Denver Tech Center
10250 East Costilla Avenue
Centennial, Colorado 80112
Phone: (303) 792-0433
Fax: (303) 790-1944

To make hotel reservations at the Embassy Suites, call (800) EMBASSY and mention "Financial Fast Track."