Award-Winning CFP Test Prep in Slough

Prince: Slough CFP test prep instructor

I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!

John: Slough CFP test prep instructor

...is passionate about empowering students through the process of learning. I believe in instilling students with problem solving skills to enhance their educational endeavors for a lifetime. I believe in 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...

Donald: Slough CFP test prep instructor

...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 numerous instructor and 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...

Joshua: Slough CFP test prep instructor

...want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.

Isaac: Slough CFP test prep instructor

...I believe that individualized attention helps accelerate the learning process. Throughout my career I have helped younger advisors on my team study for their series exams (SIE, series 6, 7, 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,...

Austin: Slough CFP test prep instructor

...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 & focusing...

Christopher: Slough CFP test prep instructor

...and hold a Master's in Business Administration from the University of Hartford and a Bachelor's in Accounting from the University of Connecticut. With three years of experience in the financial 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,...

Stephen: Slough CFP test prep instructor

...Master's degree from Rollins College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to...

Krista: Slough CFP test prep instructor

...careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65),...

Mike: Slough CFP test prep instructor

Richard: Slough 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.

Eric: Slough CFP test prep instructor

I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.

Garth: Slough CFP test prep instructor

...professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA 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...

Melinda: Slough CFP test prep instructor

...learning was through my professional work. I count education and training among my strongest skills, and in professional opportunities to develop curriculum for other accountants, I've felt the most satisfaction in my work. I love helping others, and in particular, I have a passion for helping others learn more easily, especially those who are struggling...

Roman: Slough CFP test prep instructor

...Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all...

Jorge: Slough CFP test prep instructor

...earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to...

Jacarri: Slough CFP test prep instructor

...will have a temporary inconvenience for a permanent improvement. It is during these times that help from a seasoned individual can get you over the hump. I believe that life is better when we have help along the way, and I believe I can be the tutor that gives it to you.

Scot: Slough CFP test prep instructor

...State University. I received my degree in Marketing in 2010 and became a licensed financial advisor 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...

Michael: Slough CFP test prep instructor

...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 businesses and everything in between. I have been an employee, an advisor and an owner and the specific roles I have played have varied considerably over time: Banker, Market...

Gordon: Slough CFP test prep instructor

...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 one answer. My style is one of calmness and patience with students. I may not always have...