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It also positions the revised and updated edition as a comprehensive primer drawing on Jeff Rattiner’s long experience as planner, teacher, author, and educational innovator, aimed at both new and transitioning professionals.",{"@graph":14,"@context":71},[15,34,54],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/general/","General",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/getting-started-as-a-financial-planner-revised-and-updated-edition/308469/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":48,"encodingFormat":47,"isAccessibleForFree":49,"interactionStatistic":50},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/getting-started-as-a-financial-planner-revised-and-updated-edition/308469.png","ImageObject",442,249,{"name":42,"@type":43},"Tawan","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-20",true,{"@type":51,"interactionType":52,"userInteractionCount":22},"InteractionCounter",{"@type":53},"ViewAction",{"@type":55,"mainEntity":56},"FAQPage",[57,63,67],{"name":58,"@type":59,"acceptedAnswer":60},"What is the purpose of Getting Started as a Financial Planner?","Question",{"text":61,"@type":62},"It serves as a comprehensive, easy-to-read primer for anyone serious about entering financial planning, including those transitioning from related fields.","Answer",{"name":64,"@type":59,"acceptedAnswer":65},"What approach does the book emphasize?",{"text":66,"@type":62},"The endorsements highlight a client-centered approach and a step-by-step, practical method for building and managing a financial planning practice.",{"name":68,"@type":59,"acceptedAnswer":69},"Who is the book author and what experience is referenced?",{"text":70,"@type":62},"Jeff Rattiner is presented as an experienced planner, teacher, author, and educational innovator with nearly twenty years involved in developing the financial planning profession.","https://schema.org",{"og:url":32,"og:type":73,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":75,"canonical":32},"index,follow",{"doc_id":77,"site_id":7},308469,1789869159,{"code":4,"msg":80,"data":81},"success",[82,87,92,97,102,107,112,117,122],{"id":83,"doc_module":22,"doc_module_name":25,"category_name":84,"show_sort_weight":85,"slug":86},11,"Presentations",90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":4,"slug":124},158,"general-158",{"code":4,"msg":80,"data":126},{"doc_id":77,"user_id":127,"nickname":42,"user_avatar":128,"doc_module":22,"category_id":123,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":129,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":22,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":134,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":78,"read_time":139},2336475104042,"https://ap-avatar.wpscdn.com/avatar/22000c4c32af1715be0?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786537525561427321","PRAISE FOR THE NEW EDITION OF  \nGetting Started as a Financial Planner  \nby Jeffrey H. Rattiner  \n“Jeff Rattiner has been intimately involved with the development of the financial planning profession for nearly twenty years asa planner, teacher, author, and educational innovator. For anyone who is serious about entering financial planning as a first or new career, Getting Started as a Financial Planner provides great  \ninsight from someone who can really say he’s been there and done that. It’s a must-read.”  \nmarvin w . tuttle, jr . , cae  \nExecutive Director/CEO  \nFinancial Planning Association  \n“ Getting Started as a Financial Planner is a must-read for any professional interested in a career in financial planning. As one of the industry’s most respected teachers and practitioners, Jeff’s book is packed with useful insights that every newcomer needs tobe successful.”  \njohn whelan  \nPublisher  \nFinancial Planning  \nPRAISE FOR THE FIRST EDITION  \n“When asked to recommend books for new advisers, we often suggest Getting Started as a Financial Planner.”  \nInvestment Advisor  \n“A must-read for emerging financial planners.”  \nAdvisor Today  \n“For anyone entering the profession or transitioning to financial planning from a related field, Getting Started as a Financial Planner is well worth reading. Experienced planners who never seem to find the time to do practice planning should also benefit.”  \n[horses mouth. com](horses mouth. com)  \n“Right now, many people want to get into the field of financial planning but may not know how. Jeff’s easy-to-read, comprehensive primer is an excellent tool for those looking to get started in the profession and highlights the client-centered approach that is crucial to the success of any financial planning practice.”  \nrobert p . goss, j . d . , ph . d . , cfp  \nFormer President and CEO  \nCertified Financial Planner Board of Standards  \n“Thinking of becoming a financial planner or adding the planning discipline to your current professional practice? Jeff Rattiner has written the perfect cookbook for those who want to enter the financial planning profession. His book is chockful of winning recipes that will undoubtedly help newcomers create truly successful financial planning practices.”  \ndeena katz, cfp  \nPresident, Evensky & Katz  \nAuthor of Deena Katz’s Tools and Templates for Your Practice  \nand Deena Katz on Practice Management  \n“If you truly want to serve your clients successfully, then you owe it to yourself and your clients to read this book. It’s a step-by-step guide that will help your clients achieve their financial dreams.”  \njohn bowen  \nPresident and CEO  \nCEG Worldwide  \n“I wish this book had been available when I started in financial planning. The book manages to integrate how to be a financial planner with the academics of financial planning. The step-by-step, programmed approach can serve as a daily guide.  \nMr. Rattiner’s extensive experience as a teacher, resource person, and planner gives a perspective lacking in today’s curriculum.”  \nsteven i . l evey, cpa/pfs  \nManaging Director  \nGHP Horwath, P.C.  \n“Jeff Rattiner has done outstanding work with this new book.  \nPractitioners, both new and veteran, can now have a terrific road map to use to chart their success in the financial planning business.”  \njim cannon  \nPresident  \nSunAmerica Securities, Inc.  \n“I’m impressed. Jeff has done it! This book gives hands-on advice in a logical fashion on creating, marketing, and managing a financial planning firm.”  \nphyllis bernstein, cpa/pfs  \nFormer Director, Personal Financial Planning Division, AICPA Author of Financial Planning for CPAs  \nThis page is intentionally blank  \nGETTING STARTED  \nAS A  \nFINANCIAL PLANNER  \nALSO AVAILABLE FROM BLOOMBERG PRESS  \nVirtual-Office Tools for a High-Margin Practice by David J. Drucker and Joel P. Bruckenstein  \nThe Financial Services Marketing Handbook  \nby Evelyn Ehrlich and Duke Fanelli  \nThe New Fiduciary Standard by Tim Hatton, CFP, CIMA","cbCairYtY39upE1A","https://ap.wps.com/l/cbCairYtY39upE1A","pdf",2397465,369,"English","# Endorsements\n## New edition praise\n## First edition praise\n## Additional offerings and availability","[{\"question\":\"What is the purpose of Getting Started as a Financial Planner?\",\"answer\":\"It serves as a comprehensive, easy-to-read primer for anyone serious about entering financial planning, including those transitioning from related fields.\"},{\"question\":\"What approach does the book emphasize?\",\"answer\":\"The endorsements highlight a client-centered approach and a step-by-step, practical method for building and managing a financial planning practice.\"},{\"question\":\"Who is the book author and what experience is referenced?\",\"answer\":\"Jeff Rattiner is presented as an experienced planner, teacher, author, and educational innovator with nearly twenty years involved in developing the financial planning profession.\"}]","Getting Started as a Financial Planner - Revised and Updated Edition | PDF",129]