Top CFP Tutors serving Winnipeg
Blake: Winnipeg CFP tutor
...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 1 and 2, Geometry, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Economics
- +71 subjects
Victoria: Winnipeg CFP tutor
...finance, and securities licensing. In my experience helping students prepare for complex exams, 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...
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
- SIE
- Series 23
- Series 65
- +35 subjects
Jacarri: Winnipeg CFP tutor
...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
Michael: Winnipeg CFP tutor
...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 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Business Ethics
- English
- +61 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- CIMA
- +43 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
- Series 63
- Exam IFM - Investment and Financial Markets
- CFA
- +84 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
William: Winnipeg CFP tutor
...on breaking down problems and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 66
- +4 subjects
Michael: Winnipeg CFP tutor
...With extensive experience and deep understanding of the securities and financial planning industries, I provide insights and tips 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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- SIE
- Series 66
- Series 9
- +12 subjects
John: Winnipeg CFP tutor
...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 successful students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CGEIT - Certified in the Governance of Enterprise IT
- CMA - Certified Management Accountant
- CAPM - Certified Associate in Project Management
- +455 subjects
Roman: Winnipeg CFP tutor
...on the first attempt. I've actually passed the Series 7 twice! I'm passionate about 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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +60 subjects
Raman: Winnipeg CFP tutor
...clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Exam IFM - Investment and Financial Markets
- SIE
- Series 6
- +25 subjects
Garth: Winnipeg CFP tutor
...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 students in a variety of subjects including finance, economics, accounting, investing, and all...
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 6
- Series 7
- +26 subjects
Garrett: Winnipeg CFP tutor
...the difficult tasks required to increase your chances of passing this test and many other finance-related exams. My teaching and coaching style is 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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Finance
- Financial Accounting
- Professional Certifications
- +9 subjects
Sarah: Winnipeg CFP tutor
...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 support and assistance, helping you conquer your test and advance in your career and achievements. Let's work together to turn your goals into reality!
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 65
- Series 63
- SIE
- +36 subjects
Austin: Winnipeg CFP tutor
...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 on the 13 wealth management issues, so please allow me to...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Business
- Finance
Donald: Winnipeg CFP tutor
...a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- SIE
- ChFC - Chartered Financial Consultant
- Series 7
- +35 subjects
Alejandro: Winnipeg CFP tutor
...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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Gordon: Winnipeg CFP tutor
...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 believe finance is an art form that may not always have one answer. My style is one of calmness and patience with students. I...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CPA
- CIA - Certified Internal Auditor
- CIMA
- +58 subjects
Joshua: Winnipeg CFP tutor
...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.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- Insurance License
- Series 7
- +8 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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