Top CFP Tutors serving Oshawa

Xhoela: Oshawa CFP tutor
...deepened my knowledge across various scientific disciplines. I have had the privilege of working as a High School Biology Teacher for five years where I have a proven track record of preparing students for university admissions guiding them to achieve their university aspirations. Additionally, I have pursued my passion for Forensic Science, gaining an unforgettable...
Education & Certification
- Universiteti i Tiranes - Bachelor, Biotechnology
- Universiteti Ismail Qemali - Master's/Graduate, Biology Teaching
- Universiteti Ismail Qemali - Master's/Graduate, Enviromental Biology
- Universiteti i Tiranes - Doctorate (PhD), Biotechnology
- State Certified Teacher
Subject Expertise
- CFP
- Series 56 - Proprietary Trader Qualification Exam
- PANRE - Physician Assistant National Recertifying Examination
- ARDMS - Registered Diagnostic Cardiac Sonographer (RDCS)
- +310 subjects

Sakshi: Oshawa CFP tutor
...marketing. My experience in education includes tutoring high school and graduate students and serving as a Teaching Assistant at Queen's, where I guide students in Math, Economics, Finance, English, Social Impact, and Diversity & Inclusion. While I tutor a wide range of subjects, I am most passionate about English, Math, Economics and Business Management. I...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- PMP
- Series 37
- PRAXIS
- +498 subjects

Melinda: Oshawa CFP tutor
...struggles with test-taking, reading comprehension, or self-study skills. I know what techniques I used to simplify the challenge of the exam, and I want to share those same skills with anyone on this platform seeking exam help. Studying doesn't require all-nighters, nor should it be anxiety-provoking by default; so I share skills which I hope...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Quickbooks
- Writing
- +80 subjects
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- NMLS - Nationwide Mortgage Licensing System
- Series 63
- CFA
- +84 subjects

Raman: Oshawa CFP tutor
...the FINRA Series 7, Series 66, State Life & 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Insurance License
- Exam IFM - Investment and Financial Markets
- Series 7
- +25 subjects

Alejandro: Oshawa CFP tutor
...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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- Series 65
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects

Richard: Oshawa CFP tutor
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
- CFA
- Series 63
- Series 7
- +31 subjects

Michael: Oshawa CFP tutor
...age, my marital and family status? Perhaps I should invite you on a short walk through my education background or professional engagements? Should we focus on what qualifies me to coach you or your daughter or son on various academic subjects or the college admissions process or professional skills and their application? In truth, I...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- AP Statistics
- Middle School Reading
- +61 subjects

John: Oshawa CFP tutor
I am a professional tutor who 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CPA
- CPPA - Certified Professional Public Adjuster
- CMT - Chartered Market Technician
- +455 subjects

Krista: Oshawa CFP tutor
...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), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- CFP
- Series 7
- Series 66
- SIE
- +18 subjects

Jacarri: Oshawa CFP tutor
...to success you 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.
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications

Jorge: Oshawa CFP tutor
...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 help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- SIE
- Series 7
- Series 31
- +38 subjects

Garth: Oshawa CFP tutor
...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 FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I...
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 6
- Series 63
- Series 66
- +26 subjects

Sarah: Oshawa CFP tutor
...rooted in clear, everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained...
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 6
- SIE
- Series 66
- +36 subjects

Joshua: Oshawa CFP tutor
...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.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 63
- Insurance License
- +8 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 7
- Series 31
- Series 6
- +43 subjects

Scot: Oshawa CFP tutor
...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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 24
- Series 82
- Series 16
- +12 subjects

Peter: Oshawa CFP tutor
...designations. Since 2014 I have been an adjunct professor 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...
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 16
- Series 9
- Series 53
- +18 subjects

James : Oshawa CFP tutor
...major. At Lafayette, I was able to augment my economics studies with multiple accounting and finance courses. I then went on to pursue an MBA at Rutgers University, where I studied finance, management, marketing and real estate. After Rutgers, I spent a summer at the Asian-Pacific Management at the University of Hawaii, where I studied...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SEE - Special Enrollment Exam
- CIMA
- SAEE - The Special Agent Entrance Exam
- +48 subjects
Private CFP Tutoring in Oshawa
Receive personally tailored CFP lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
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