Top CFP Tutors serving Winnipeg
Blake: Winnipeg CFP tutor
...most: someone coming alongside me 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Algebra 2
- +71 subjects
Melinda: Winnipeg CFP tutor
...soft skills in communication, literacy, grammar, style, and empathy, to be just as important to the learning process, as any encyclopedic technical expertise. I think that's what sets me apart as a tutor- my commitment to human understanding, and values rooted in human virtue. Additionally, I was originally a political science (international relations) major, and...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Admissions
- College Political Science
- +80 subjects
Prince: Winnipeg CFP tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- Series 65
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Krista: Winnipeg CFP tutor
...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), and CFP designations. I am eager to pass on various tips and...
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
- Insurance License
- Series 65
- Series 7
- +18 subjects
Will: Winnipeg CFP tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Garth: Winnipeg CFP tutor
...have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta...
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 63
- Series 7
- Series 65
- +26 subjects
Sarah: Winnipeg CFP tutor
...to meet you and learn more about where you are in your CFP journey! If you have any questions or would like to learn more about what our partnership would look like, don't hesitate to contact me so we can put together an introductory meeting so we can see if we would be a good...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +9 subjects
Scot: Winnipeg CFP tutor
...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 in my life provided an engaging and entertaining learning experience, and I...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 6
- Series 24
- Series 65
- +12 subjects
Mike: Winnipeg CFP tutor
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Real Estate License
- Series 7
- Exam IFM - Investment and Financial Markets
- +84 subjects
James: Winnipeg CFP tutor
...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 EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR...
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
- CLU - Chartered Life Underwriter
- Series 79
- RICP - Retirement Income Certified Professional
- +27 subjects
Roman: Winnipeg CFP tutor
...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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 65
- Series 7
- Series 63
- +60 subjects
Victoria: Winnipeg CFP tutor
...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,...
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
- Series 53
- Series 66
- Insurance License
- +35 subjects
Jorge: Winnipeg CFP tutor
...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 help my students isolate their strengths and weaknesses, then help them construct a...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- +38 subjects
Nicholas: Winnipeg CFP tutor
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 31
- Series 65
- Series 63
- +43 subjects
Michael: Winnipeg CFP tutor
...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 feelings/fears/concerns and facilitating...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Business Analytics
- High School Writing
- +61 subjects
Austin: Winnipeg CFP tutor
...& 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 on the 13 wealth management issues, so please allow me to help...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Business
- Finance
Sarah: Winnipeg CFP tutor
...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...
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 63
- +36 subjects
Alejandro: Winnipeg CFP tutor
...a Financial Planning Certificate 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,...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Raman: Winnipeg CFP tutor
...is to help you 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Insurance License
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
Michael: Winnipeg CFP tutor
...that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability: Benefit from continuous support and motivation, with regular check-ins to track your...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +12 subjects
Private CFP Tutoring in Winnipeg
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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