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June 04, 2018
3:00PM - 5:00PM ET



Course Description

This course explores whether or not it makes business sense to add personal financial planning services to your existing CPA practice. Mr. Rattiner will examine the business landscape, provide the framework for considering and providing personal financial planning (PFP), outline the necessary infrastructure, and explain how to seize a profitable opportunity that many of your peers may already be enjoying. The course will follow an audit work program format, covering each discipline of setting up and delivering practical strategies to start a personal financial planning practice.


Jeff Rattiner, CPA, CFP

Jeffrey H. Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track (FPFT) program, which provides professionals with the training necessary to become CFP® certificants, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent industry writer and speaker—producing books and CPE courses—and a columnist for Financial Advisor Magazine.

Course Specifics

Apr 21, 2016

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, you will be able to:

  • Understand and survey the personal financial planning marketplace.
  • Identify the infrastructure necessary to have in place to provide PFP services.
  • Develop a PFP business plan.
  • Develop a PFP marketing plan.
  • Explore and outline relevant technology options.

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