Blake: CFP test prep instructor
...and helping me with things I didn't even know I didn't know. I strive 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 are personal finance, economics, Algebra...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Microeconomics
- +71 subjects
Aaron: CFP test prep instructor
...right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 24
- +7 subjects
Richard: CFP test prep 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 66
- Series 7
- CPA
- +31 subjects
Garrett: CFP test prep instructor
...based on patience and ensuring a strong base understanding of the answer, and how to confidently and consistently answer similar questions going forward. My goal will be to find a way to relate the areas you might need more focus on and teach it in a way that will be memorable for future questions. My main topic of tutoring is the CFP but I am available for most other finance and accounting-related topics as well.
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Macroeconomics
- Professional Certifications
- Finance
- +9 subjects
Scot: CFP test prep instructor
...in June of 2011. In February of 2017, I co-founded my financial planning firm, 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 in your pursuit of your next...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 16
- +12 subjects
Peter: CFP test prep instructor
...reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons (I am student too and tend to have a "hungry brain") and practicing Brazilian Jiu Jitsu.
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 26
- Series 7
- Series 22
- +18 subjects
Alejandro: CFP test prep instructor
...from Southern Methodist University. My passion is making complex topics easy to understand and using numbers to tell someone's life story. I enjoy developing and motivating others. I spent the last decade in the corporate world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory Firm in Texas. I have over a decade of experience in Finance, Banking, Lending, Investments, and Wealth Management.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Garth: CFP test prep instructor
...Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 24
- +26 subjects
James: CFP test prep instructor
...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. I have also been a professional trombone player -- playing in different orchestras. I also was a trombone performance major during...
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
- RICP - Retirement Income Certified Professional
- CPA
- EMT - Emergency Medical Technicians
- +31 subjects
William: CFP test prep instructor
...World History. My teaching philosophy centers on creating a supportive and engaging learning environment where students feel empowered to ask questions and explore complex concepts. I am passionate about helping students connect theoretical knowledge to real-world applications, fostering their critical thinking skills. Outside of tutoring, I enjoy reading about economics and history, which also trying to learn French as my wife has dual citizenship and we want our daughter to be bi-ligual.
Education & Certification
- University of Chicago - Bachelor's, Economics
- Regis University - Master's/Graduate, Data Science
Subject Expertise
- CFP
- Series 65
- Series 7
- Economics
- +9 subjects
Roman: CFP test prep instructor
...personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam prep plan to ace the test...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- American Council on Exercise (ACE)
- Insurance License
- Series 7
- +60 subjects
Victoria: CFP test prep instructor
...we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to impart this appreciation to all of my students.
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Exam IFM - Investment and Financial Markets
- Series 26
- Series 52
- +35 subjects
Raman: CFP test prep instructor
...achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing your exams.
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Series 7
- Exam IFM - Investment and Financial Markets
- +25 subjects
Nicholas: CFP test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 7
- CIMA
- CFA
- +43 subjects
Nicholas: CFP test prep 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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +8 subjects
Sarah: CFP test prep instructor
...range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close 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...
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 66
- Series 63
- Series 65
- +36 subjects
Benjamin: CFP test prep 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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +24 subjects
Gordon: CFP test prep instructor
...classes. I received my MBA from Rockhurst University in Kansas City, MO. I received my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in 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...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Real Estate License - New York
- CPA
- CIMA
- +58 subjects
Donald: CFP test prep instructor
...possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- Series 65
- Series 66
- +35 subjects
Michael: CFP test prep instructor
...Theory, and Economics. If memory serves I scored in the range of 1300-1400 on my SATs (back when the top score was 1600) and I took a some AP exams and received college credit for a few subjects including Calculus. I have also held Series 7, CFP and Health and Life Insurance Licenses. I have worked both here in the United States and in Europe for large multinational organizations as well as small, start up...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- AP Statistics
- European History
- +61 subjects