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January 30, 2020
1:00PM - 6:00PM ET


February 11, 2020
8:00AM - 1:00PM ET


February 13, 2020
1:00PM - 6:00PM ET


February 25, 2020
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February 27, 2020
1:00PM - 6:00PM ET


Experience in financial consulting with clients

Course Description

CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client's life. In this course, you will learn a high-level, three-pronged approach to identifying and evaluating each client's situation, determining the weaknesses and exposures that could exist for the client, and helping to implement sound financial planning recommendations to ensure that the client is following a very specific, tailor-made financial plan. Course presenter Jeff Rattiner will identify a unique approach for providing personal financial planning, which will elevate your services whether you're performing the tasks yourself or supervising others. Advanced subject matter to be discussed includes understanding and following the personal financial planning process, as well as each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, and education. Within each discipline, a technical review involving client exposures and recommendations will be discussed. Lastly, this course will help the CPA analyze the income tax return based on the financial planning issues of the client. This course is certain to sharpen your skills in financial planning so that you can effectively respond to the unique and demanding situations in which your clients find themselves.


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

Nov 14, 2019
Experience in financial consulting with clients

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01466-19-O
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1362
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

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

  • Identify a comprehensive and dynamic financial-planning process that can be implemented for clients in any financial situation
  • Determine how to diagnose, evaluate, and propose solutions to client issues
  • Discuss personal financial planning and all its subcomponents
  • Recognize how to incorporate tax planning strategies when addressing and evaluating financial planning issues
  • Identify how to analyze, evaluate, navigate, and recommend practical solutions to complex planning dilemmas
  • Recognize the financial planning ramifications when using Form 1040

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