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June 29, 2018
3:00PM - 5:00PM ET


Experience in the Field of Insurance

Course Description

This course discusses each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, education, and more. Course presenter Jeff Rattiner will identify a simple approach for providing personal financial planning services, whether you're performing the tasks yourself or supervising others. Within each discipline, a technical review involving client exposures and recommendations will be discussed.


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
Experience in the Field of Insurance

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01006-16-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0975
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

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

  • Identify a comprehensive and dynamic financial planning process that can be implemented for clients in any financial situation.
  • Understand personal financial planning and all its components.
  • Describe how to incorporate tax planning strategies when addressing and evaluating financial planning issues. 
  • Analyze, evaluate, navigate, and recommend practical solutions to complex dilemmas.

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