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Episode 101 - Jeff Rattiner, JR Financial Group
Manage episode 319228547 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
150 episodes
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Manage episode 319228547 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
150 episodes
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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