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Certified Financial Planner Exam Prep


Follow a proven approach for successful completion of the CFP® Certification Examination.

Gain better retention of the necessary CFP® Certification Examination information by following a tested, disciplined and experienced approach and expedite the preparation time frame in order to successfully complete the exam on the first try. At the same time, learn with a dedicated group of students and continue to build your practice.


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Preparation Course at a Glance

Find out more about the Preparation Course for the CFP® Certification Exam


Series 1: June 2024-Feb. 2025
Series 2: Nov. 2024-June 2025


Classes are held at Willie D. Davis Finance & Investment Lab, UW-Green Bay


$1,000 per course or $5,775 for the entire series

Austin E. Cofrin School of Business
Supported by the Charles Schwab Foundation Center for Financial Wellness

This program was developed with the support and resources of the Charles Schwab Foundation Center for Financial Wellness, located within the Austin E. Cofrin School of Business, which is dedicated to promoting personal and professional financial wellness within the UW-Green Bay and local community. 


Classes are offered for four consecutive days once every 5-7 weeks. This time frame provides students with ample time to read all the materials prior to coming to class. Classes will be held from Thursday through Saturday from 8:30 a.m.–5 p.m. and on Sunday from 8:30 a.m.-2 p.m. to minimize time away from the office.

  • Personal Financial Planning & Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • Capstone: Financial Plan
  • CFP Review

Each series delivers a systematized preparation course that trains financial advisors on how to review their clients’ entire financial picture to identify critical issues, evaluate financial exposures, and provide quality recommendations to help clients achieve their objectives.

Completion of the preparation course will enable financial advisors to operate at a higher level, provide better service and information to their clients and successful completion of the CFP® Certification Examination.


Jeff Rattiner
Jeff Rattiner

Jeff Rattiner is President and Chief Executive Officer (CEO) of Rattiner’s Financial Planning Fast Track, Inc. and JR Financial Group, Inc. Both companies provide customized and CFP® Educational Training for CFP® certificates, financial advisors, CPAs and consumers. He also provides professional programming and conference development as well as speaker management within the financial planning industry.

Christopher Ledvina

Need Guidance?

If you have any questions or need additional guidance, please contact Christopher Ledvina, Business Development Specialist.

Email Christopher