CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

All New and Current customers who purchase the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update or the 2021 Federal and California Update will get the Tax Advisory Complement Bundle for free.

NOTE:

  • New Federal Tax Update customers will get an immediate email with a coupon code for the free course once their Tax Update purchase is complete.
  • Current Customers that purchased the Premium, Plus, or Core (Total Value Package) 2021 Federal Tax Update will get an email with a coupon code to get the Tax Advisory Complement Bundle for free.

Developing Personal Financial Planning Strategies

Icon_Level
Credits
CPE Credits
6 Credits: Taxes

Course Description

Learning Objectives

Course Specifics

Course ID
21CLasVegasOct-LE20226983
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CFP Provider Number: 3199
CFP Course Number: 278440

Course Instructor

Jeff Rattiner Headshot
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.

Developing Personal Financial Planning Strategies

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$590.00

Availability: 325 in stock

Icon_Level
Credits
CPE Credits
6 Credits: Taxes

Course Description

Learning Objectives

Course Specifics

Course ID
21CLasVegasOct-LE20226983
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
CFP Provider Number: 3199
CFP Course Number: 278440

Course Instructor

Jeff Rattiner Headshot
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.

Developing Personal Financial Planning Strategies

Expert Instructors
CPE CREDITS
6 Credits: Taxes

$590.00

Availability: 325 in stock