J R Financial Group Inc

Accountant in Centennial, CO (show on map)

JR Financial Group, Inc., led by Jeffrey H. Rattiner, CPA, CFP®, MBA, provides financial planning, CFP exam review courses, financial coaching, and tax/financial planning practice services.

Call (720) 529-1888

Navigate to Visit website

About

JR Financial Group, Inc., led by Jeffrey H. Rattiner, CPA, CFP®, MBA, has been serving the financial planning profession for over 36 years.

The firm offers CFP exam review courses through Rattiner's Financial Planning Fast Track program, corporate and individual coaching, financial planning services, and publishes financial planning books. Jeff has trained thousands of advisors to become CFP certificants, provided CE classes for CPAs, authored multiple books, and runs a tax and financial planning practice for clients in Denver and Scottsdale offices. The CFP Review Course tuition is $1,395 with courses held in Denver and virtually.

30+ years of CFP exam review course history with proven high pass rates

Unique approach using humor, real-world scenarios, and stories to make concepts memorable

Courses held at major universities including NYU, OSU, ASU, UC Riverside, American College, and Metropolitan State University of Denver

Author of multiple financial planning books

Services

CFP® Certification Exam Review Course

Live comprehensive 4-day program covering all CFP exam topics with practical tips and guidance on test-taking strategy. Tuition is $1,395.

4-day live course Review materials Practice exam questions Simulated exam Private in-house options available

Financial Planning Fast Track

CFP accelerated program for candidates who completed CFP educational requirements. 8-month intensive program.

Accelerated curriculum In-person and virtual options

Corporate Coaching

Training teams to conduct financial planning engagements in a unified, logical, and company beneficial approach.

Team training Firm-wide coaching Organizational coaching

One-on-One Financial Coaching

Coaching for general financial planning education, test preparation for industry exams, and individual client financial improvement.

Individual sessions Exam prep Financial situation improvement

Tax and Financial Planning Practice

Running a tax and financial planning practice for clients, providing ongoing financial planning guidance.

Tax preparation Financial planning Ongoing advisory

Speaking Engagements

Keynote and breakout sessions at conferences, corporate in-house training, professional continuing education, and one-on-one coaching.

Keynote speeches Breakout sessions CE courses

Credentials & Certifications

CPA - Certified Public Accountant

CFP® - Certified Financial Planner

MBA

Frequently Asked Questions

What is the CFP Review Course tuition? +

The tuition for the program is $1,395. This price includes the review materials covering all topics tested on the CFP exam, a book of case studies, access to practice exam questions, and a simulated exam. A discount may be available for groups signing up together.

Where are CFP Review courses offered? +

CFP Review courses are offered in-person in Denver, Colorado on specific dates throughout the year. Virtual LIVE review classes are also available for those who cannot attend in person.