books by Jeffrey H. Rattiner

books by Jeffrey H. Rattiner

books:

Jeffrey H. Rattiner

Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide

Jeffrey H. Rattiner

Wiley, 2007

A great review book
Like other comments have said, this book should not be used to initially learn the material. But if you use it as a review in the months and weeks before the CFP exam, it will be extremely helpful. I studied exclusively from this for the 2 weeks leading up the the ...

Rattiner's Financial Planner's Bible: The Advisor's Advisor

Jeffrey H. Rattiner

Wiley, 2002

Valuable Tools for Experienced Advisors
This is an excellent successor to Jeff's earlier book on getting started in financial planning. There is great material, but because every reader has a substantially different background, a lot of it is not immediately applicable. But the critical issue is that SOME ...

Financial Planning Answer Book (2008)
Jeffrey H. Rattiner

CCH, Inc., 2007

The Financial Planning Answer Book covers the five key areas of financial planning, and emphasizes the technical, tax, and regulatory aspects of financial planning. The areas of discussion include investments, employee benefits/retirement plan assets, insurance, income tax and estate planning, and regulatory issues. The approach is practical and ...

Rattiner's Review for the Cfp Certification Examination
Jeffrey H. Rattiner

John Wiley & Sons Inc, 2007

Personal Financial Planning for Divorce
Jeffrey H. Rattiner

Wiley, 2009

This book contains all the guidelines for minimizing damage throughout the difficult process of divorce. It includes strategies necessary to safeguard assets in advance of filing, how to cope with issues beyond one?s control, and how to effectively plan going forward after the divorce. The book includes examples of how not to handle the divorce ...

Getting Started as a Financial Planner: Revised and Updated Edition

Jeffrey H Rattiner

Bloomberg Press, 2005

An emerging Ethical, Caring and Holistic Profession
Initially, there is a typical cheap-sell impulse about this book (even labeled on the back of it) that breaking into the lucrative financial planning field has never been so easy! Such misleading comments will only damage a highly respectable profession. Before ...