Episode 101 - Jeff Rattiner, JR Financial Group - a podcast by FPA MA
from 2022-02-01T16:58:27
Author, teacher, CPA, and CFP® certificant Jeff Rattiner joins us to share his journey from public accounting to pioneering CFP® education training for the financial advisory profession. We’ll hear about how he started the 1st financial planning education program that qualified you to sit for the CFP Board Exam in under a year’s time, his thoughts on CFP Board education, and how COVID19 has affected the education experience. He also shares his thoughts on his new book, Rattiner’s Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience.
Jeff Rattiner's Contact:
Website: www.JRFinancialgroup.com
Email: Jeff@JRFinancialgroup.com
Phone: (303) 522-8767
Further episodes of Wicked Pissah Podcast
Further podcasts by FPA MA
Website of FPA MA