Blake: Kentucky CFP course instructor
...to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Microeconomics
- +71 subjects
Benjamin: Kentucky CFP course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 6
- Series 7
- Series 65
- +24 subjects
Christopher: Kentucky CFP course instructor
...industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Richard: Kentucky CFP course instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- Series 63
- Series 66
- Series 7
- +31 subjects
Raman: Kentucky CFP course instructor
...Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +25 subjects
Scot: Kentucky CFP course instructor
...Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 6
- SIE
- Series 22
- +12 subjects
Peter: Kentucky CFP course instructor
...at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 82
- Series 16
- Series 9
- +18 subjects
James: Kentucky CFP course instructor
...insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010....
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- CFP
- EMT - Emergency Medical Technicians
- Series 7
- Series 53
- +27 subjects
Aaron: Kentucky CFP course instructor
...Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 4
- Series 65
- Series 53
- +7 subjects
Donald: Kentucky CFP course instructor
...leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 65
- Series 7
- SIE
- +35 subjects
Jorge: Kentucky CFP course instructor
...earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 55
- SIE
- Series 6
- +38 subjects
Gordon: Kentucky CFP course instructor
...Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CFA
- CIA - Certified Internal Auditor
- CPA
- +58 subjects
Austin: Kentucky CFP course instructor
...Austin. I have grown a passion for the ever evolving & complex financial world & enjoy breaking it down with students so that everyone can understand. I obtained my CFP (Certified Financial Planner) back in 2021 & have been a Financial Advisor since I graduated college back in 2019. Our practice specializes in financial planning...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Professional Certifications
- Finance
William: Kentucky CFP course instructor
...the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on breaking down problems and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- SIE
- Insurance License
- +4 subjects
John: Kentucky CFP course instructor
...utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning....
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CPC - Certified Professional Coder (medical billing)
- AIS - Associate in Insurance Services
- Exam SRM - Statistics for Risk Modeling
- +455 subjects
Sarah: Kentucky CFP course instructor
...your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha" moment! I also dedicate time to test-taking techniques, including those specifically for the CFP, that increase odds of student's success. I would love to take some time to meet you and learn more about where you...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- Series 6
- SIE
- +9 subjects
Eric: Kentucky CFP course instructor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFP
- Series 57
- Series 3
- Series 65
- +10 subjects
Nicholas: Kentucky CFP course instructor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 65
- Series 6
- Series 63
- +8 subjects
Isaac: Kentucky CFP course instructor
...63, 65, and 66). I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams. I also have my life and health insurance license and have passed the CFA...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 65
- Series 66
- Series 7
- +9 subjects
Sarah: Kentucky CFP course instructor
...collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a month or a more gradual, step-by-step approach. My goal is to provide unwavering support and assistance, helping you conquer your test and advance in...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- CFP
- Series 63
- Series 65
- Series 66
- +36 subjects