Accelerated CFP® Certification Education Program
Developed jointly with Jeffrey Rattiner, CFP®, CPA, RFC, of JR Financial Group, Inc., this “fast-track” program combines structured self-study with intensive instructor-led classroom review to provide a comprehensive eight-month financial planning education designed to meet the education requirements to take the CFP® Certification Exam.
During the program, you will take six courses covering all the essential financial planning topics:
- Financial Planning Process and Insurance
- Investment Planning
- Income Tax Planning
- Employee Benefit and Retirement Planning
- Estate Planning
- Financial Plan Development Capstone Course
Each course provides a minimum of six weeks of structured self-study, followed by an intensive in-class review days at The Ohio State University's Fisher College of Business. During these instructor-led sessions, you will examine course topics in-depth, through case studies and application problems, to develop your understanding of financial planning tools and techniques. Tests with questions comparable to those on the CFP® Exam are used in each course to develop your test-taking skills.
When you successfully complete these six courses, you will take the Comprehensive Review Course, also offered with the same delivery format (six weeks of self-study followed by five days of intensive classroom instruction). The accelerated program employs review course materials developed by Keir Educational Resources, Inc., a major publisher in financial planning education.
When you finish the review course, you will be ready to take the CFP® Certification Exam – just nine months from the start of your first course! Among students who have completed programs based on Rattiner’s Financial Planning Fast-Track®, the pass rate on the CFP® Certification Exam for last year's first time takers was 93%.
The Accelerated CFP® Certification Education Program at The Ohio State University is registered with the Certified Financial Planner Board of Standards, Inc.
Program Format
The in-class sessions (see dates below) will meet 8:30 a.m. to 5:00 p.m. for four (4) consecutive days. The final two (2) sessions include a Capstone Course and a 5-day Comprehensive Review Week. Seating is limited, so register early.
Program Information
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Who Should Attend:
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Those who need to complete the education requirements to take the CFP® Certification Exam.
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Date
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TBA
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Location:
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Fisher College of Business, Pfahl Hall
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Cost:
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TBA
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Payment Options:
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Payment for course must be paid in full prior to TBA 2013
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Available Discounts:
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The following discounts on the full six-course program tuition are available:
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Registration Deadline
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TBA
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Prerequisites:
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All candidates for certification must hold a bachelor’s degree (in any field) prior to the date of application to the program from a regionally accredited college or university to be eligible for CFP® certification.
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Faculty:
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Jeffrey Rattiner CFP®, CPA, RFC, is president of JR Financial Group, Inc., a multi-purpose holding company serving consumers and the financial services industry.
He is the creator of Rattiner’s Financial Planning Fast Track®, an innovative, accelerated educational program designed to help students prepare for the CFP® Certification Exam. Jeff has been a leading trainer for some of America’s best known financial services companies, including Wells Fargo, SunAmerica, Merrill Lynch, Bank of America, Western CPE, First Tennessee, the American Institute of Certified Public Accountants (AICPA), the California CPA Education Foundation, and TIAA-CREF.
He is the author of numerous publications, including Getting Started as a Financial Planner, Financial Planning Bible, Rattiner’s Review for the CFP® Certification Exam, and The Financial Planning Answer Book.
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Register
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 when the next seminar is scheduled.
 View Cancellation Policy
Cancellations
All payments received by The Ohio State University to cover the cost of enrollment in the program are subject to the program's refund policy.
If you cancel your registration, all payments received for the program by the date of your request are subject to the following policy:
For requests received by The Ohio State University before TBA:
- 100 percent of your total payments, less a $250 processing fee, will be refunded.
For requests received between TBA and TBA:
- 50 percent of your total payments will be refunded.
For requests received any time after TBA:
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For More Information
Questions About Program Requirements:
- Please contact the Accelerated CFP® Certification Education Program's Academic Director, Dr. Bill Rives, at rives_4@fisher.osu.edu.
Questions About Program Registration:
- Please contact Jennifer Chichka at 614-292-0917
Questions About Initial CFP® Certification:
- Please contact CFP Board's initial certification office at initialcert@cfp.net.
- You should also visit the Board's website (www.cfp.net), where you can download and review the Guide to CFP® Certification.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
The Ohio State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
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