Select a Webcast

January 15, 2018
1:00PM - 3:00PM ET


December 18, 2017
10:00AM - 12:00PM ET



Course Description

This course answers marketplace and investor questions, helping you to prepare a sound investment strategy for your clients. In this course, Mr. Rattiner presents a risk and return analysis used to determine appropriate investment strategies. He will also cover investment types that will help attendees tie issues into the objectives identified and defined within the client's financial plan. The course will follow an audit work program format, covering each discipline of investing, giving you practical strategies to help clients and CPAs of varying risk preferences.


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 20, 2016

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01007-16-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0976
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

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

  • Select the right investments in the right situations 
  • Design a portfolio in difficult markets
  • Explain modern portfolio theory and whether it is still relevant 
  • Define forms of the efficient market hypothesis
  • Explain examples of financial market anomalies 
  • Identify the unique complexities in today's marketplace
  • Identify your client's risk tolerance and help establish their expectations by managing investment parameters
  • Identify which investment vehicles to use in varying situations
  • Contrast strategies such as modern portfolio theory, efficient market hypothesis, capital asset pricing model, age-based, and others
  • Identify how to build client investment portfolios tied to risk tolerance, time horizon, and market conditions 
  • Identify performance measurement tools for evaluating client portfolios
  • Differentiate between bond funds vs. individual bonds

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