CPA Shortcut™ Coursework

For CPAs with considerable previous financial planning experience, the CPA Shortcut™ provides the quickest means of attaining the CFP^® mark.

This five-day class, which is scheduled several weeks prior to exam dates, is a comprehensive review of all 89 CFP Board topics. Similar to "boot camp," the course is fast paced and intense.

Instructor-led review in combination with individual study of self-study materials prepares participants for the CFP^® Certification Examination. Multiple-choice test questions and case studies help cement critical information. Sufficient preparation time on the part of participants is necessary (both before and after the class) to attain success on the exam.

If you are unsure whether you have enough underlying financial planning knowledge to undertake the CPA Shortcut™, you can contact Jeff Rattiner at JR Financial Group, jeff@jrfinancialgroup.com or (720) 529-1888. Individual pre-class reading time averages 30-60 hours, depending on an individual's experience.