Award-Winning CFA Tutors serving San Jose, CA

Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!

...Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.

...MA and PhD in Economics from the University of Pennsylvania. I also am a Chartered Financial Analyst (CFA) with extensive experience in the financial and investment industries. Before entering industry, I was an Assistant Professor of Economics at Rutgers University. I have a passion for helping make complex topics understandable to students and applying concepts...

...CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and calculations and enable students to apply the tools to real-life situations that finance...

Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA,...

...strategies and skill set needed to effectively tutor the students. I possess a Master of Business Administration degree and have also completed Specialized Corporate finance courses from UC Berkeley. I have taught Finance specialization courses at the college level to MBA students and to corporate professionals for a specialized part-time MBA program. I have more...

...chose a career in finance because I find it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance...

...strong background in the subject. I have been tutoring and mentoring for many years, and find that my own understanding of a subject is improved with each person I that I teach. I hold a BS in Accounting from the University at Buffalo (SUNY), an MBA from the University of Minnesota, am a Chartered Financial...

...challenging business topics and professional exams can be at first, based on my own personal experience. I am hoping to be a mentor and guide those who are looking to follow in a similar path and further advance their careers and finance/accounting knowledge-base. I am confident that I can help put you in the best...

...to break down complex concepts into simple language and teach students in an easy-to-understand manner. I am also an MBA graduate with a GMAT score of 660 and an IELTS score of 8. I look forward to teaching students to help them achieve the same results I did using the most suitable approach right from...

I am a test account.

...prestigious Chartered Financial Analyst (CFA) designation, Certified Public Accountant of Kenya (CPA), Certified Information Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of...

...first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed...

I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.

...passion with those looking for help and support along their academic and professional journey. I have a Bachelors degree in Accounting from Florida Gulf Coast University in sunny Florida and a Masters degree in Accounting from the Fischer School of Accounting at the University of Florida. (Go Gators!) Post graduation I obtained my CPA while...

...Advanced International Studies where I received a Master's in International Economics and International Political Economy. I received a B.S. in Business Administration-Finance from the University of Southern California. I am passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in those and other quantitative fields. I have been through the CFA and GMAT exam prep...

...of Business. I have levels 1 and 2 of the CFA and am working towards level 3. I have experience tutoring students for the CFA, finance, accounting, economics, algebra, SAT, and ACT. I take a hands-on, interactive approach to tutoring that is tailored to each student's needs. My hobbies and interested include dancing, traveling, and...

...1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience. I have a track record of increasing scores in SSAT to SAT and also achieve passing grades in college courses. I am copyrighting my tutoring method that prepares students that are...

...business valuation analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience...