...As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography, or...
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...Financial Services, I understand the challenges and pressures of pursuing certification and licensing exams. Having passed several exams on the first try, I know firsthand the dedication and strategic approach needed to 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...
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...from University of Phoenix and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to...
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...Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are...
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...of Colorado, Boulder and Harvard Kennedy School. I received my Bachelor of Arts in Economics and my Master in Public Policy with a focus on international and global affairs. Since graduation, I have worked in investment banking and management consulting, though I also have worked on government relations. While I tutor a broad range of subjects, I am most passionate about History, English Literature, and Math (namely algebra and pre-calc). In my experience helping students...
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...excellence and professional expertise to tutoring, with three advanced degrees, a Bachelor's in Mechanical Engineering (graduating magna cum laude and third in my class), a Master's in Computer Science specializing in Cognitive Artificial Intelligence, and an MBA in Finance with a focus on investment analysis. My academic journey began with tutoring my younger siblings in Math and Science, which grew into leading study groups of up to 50 students across grades 612. Over time, I...
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...and pass exams. I have rich securities, real estate and tax planning industry experience. I have Ph.D. degree in Management Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective...
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Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
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...foundation of society and that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs,...
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...helping others learn personally and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and...
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I love helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they do. I believe in getting to know all students, as their background is intricately connected with how they learn.
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...with a strong academic background and a passion for helping others succeed. I hold a Master's Degree in Corporate Finance & Investments from Washington University in St. Louis and a Bachelor's Degree from the University of Central Missouri, and have developed a deep understanding of the principles of finance, accounting, economics, investment products, and business topics through years of experience working in corporate finance. In addition to my professional experience, I have a proven track...
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...University, where I earned a B.S.B.A. degree Summa Cum Laude in finance and minored in economics. I hold over 2 years of experience working in investment banking and private equity. During college, I was a teaching assistant for courses covering investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics....
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...Accountant), MBA and inventive Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own...
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...veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2 bands.
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I am a University of Michigan graduate that studied Economics. I enjoy tutoring students in Macro and Microeconomics, as well as Finance, upper level Econ courses and Statistics.
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Receive personally tailored Series 79 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.
Series 79 Tutoring FAQ
The Series 79 (or Investment Banking Qualification Exam) is an exam FINRA (Financial Industry Regulatory Authority) designed to offer investment bankers a test more suitable to their day-to-day activities than the generic Series 7. It assesses whether you have the knowledge required to perform the critical functions of an investment banking representative, including advising on or facilitating debt or equity securities offerings through a private placement or public offering, mergers, and acquisitions.
As of October 2018, the format of the Series 79 changed from a five-hour test with 175 multiple-choice questions to a more specialized 150-minute exam with 75 multiple-choice questions. Students are also required to pass the Security Industry Essentials test (SIE) to earn Series 79 certification as part of these changes. Regardless of the changes, there is a lot to prepare for to perform at your best on the test. If you need help preparing for the exam, Varsity Tutors can help you find a professional Series 79 tutor who meets your academic needs.
The Series 79 has three sections: Collection, Analysis, and Evaluation of Data (49%), Underwriting/ New Financing Transaction, Types of Offerings and Registration of Securities (27%), and Mergers and Acquisitions, Tender Offers and Financial Restructuring Transactions (24%). Your tutor can help you concentrate on whichever of these areas you need the most help understanding. For instance, if you comprehend underwriting but struggle with the intricacies of tender offers, your tutor can design a lesson about tender offers with your unique learning style in mind. Your Series 79 tutor can also answer any questions you have as they arise, ensuring that you never feel lost while studying.
Financial experts agree that practice exams are a vital component of any test prep strategy, and your Series 79 tutor can provide all of the practice you need. Taking practice tests can help you develop a feel for what the test expects of you, potentially easing exam day anxiety. They may also help you identify your weaknesses, which can then be addressed in future study sessions. This can increase the efficacy of time spent studying.
If you're ready to start working with an expert Series 79 tutor but aren't sure how to get started, we can help you find somebody who suits your scheduling needs. We also offer a Live Learning Platform that allows you to study wherever your device of choice has internet access. It offers a variety of tools to give you the benefits of a face-to-face study session without the hassle. Contact us today for more information
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