Top CFP Tutors serving Toronto
Michael: Toronto CFP tutor
...succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 24
- Series 9
- Series 63
- +12 subjects
Austin: Toronto CFP tutor
...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...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Finance
- Professional Certifications
Gordon: Toronto CFP tutor
...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 professor for 9 years that taught master's and undergraduate finance classes. I received my MBA from Rockhurst...
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
- CIMA
- CIA - Certified Internal Auditor
- +58 subjects
Garth: Toronto CFP tutor
...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...
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 24
- Series 65
- Series 7
- +26 subjects
John: Toronto CFP tutor
...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. Feedback from...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- AU-S - Associate in Commercial Underwriting-Strategic Techniques
- CSRM - Certified School Risk Manager
- Exam STAM - Short-Term Actuarial Mathematics
- +455 subjects
James: Toronto CFP tutor
...to teach adults. I'm a financial planner and provide financial planning services to families and small business owners. I have taught personal finance at a university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an...
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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 86
- +31 subjects
Michael: Toronto CFP tutor
...voice is OK with ending sentences in prepositions.) And, hard work though acquiring mastery is, it does not have to be stressful or painful. I believe the most effective path to mastery is through smiles and wows. I also believe that the closer we can get to helping the other person to articulate their own...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Business Ethics
- Technology and Coding
- +61 subjects
Krista: Toronto CFP tutor
...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 have various study tips and tricks that I have found helpful...
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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
Scot: Toronto CFP tutor
...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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 10
- Series 16
- Series 57
- +12 subjects
Sarah: Toronto CFP tutor
...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 to cater to a wide range of learning styles, personality types,...
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
- Series 65
- Series 63
- +36 subjects
Private CFP Tutoring in Toronto
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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.