Award-Winning CFA Tutors serving Montgomery County, PA

...long had a passion for teaching and pride myself on being able to distill complex topics into more understandable concepts. I have a lot of experience with standardized tests and have learned methods of study to optimize both understanding the knowledge base and learning key tips for synthesizing and answering questions. In my spare time...

...Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and it gives me the opportunity...

Experienced finance professional with dual Master's degrees, including an MS in Finance from the University of Iowa and MBA from Symbiosis. Possessing over 11 years of adeptness in financial planning, forecasting, and analysis. Demonstrated success in implementing strategies to drive business growth and enhance profitability. Proficient in analyzing financial data, developing models, and delivering insightful...

...undergraduate students, and graduate students in Financial Accounting and Cost/Managerial Accounting and business courses, including case analysis. I emphasize the fundamentals before moving on to more advanced topics. I have strong research skills that I deploy where necessary to ensure that my students have up to date knowledge. I will also use real life examples...

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,...

I am a College Readiness Instructor for a university, as well as an Adjunct Professor. I have experience teaching in person and online. I believe in helping students get from point A to point B and making sure that they understand their subject areas of focus. I am a hands on coaching through encouragement type...

...is another area of my expertise, as I have nailed the exam after fairly short period of preparation. I pass all of the aforementioned examinations at the first attempt with top percentile scores, and I would like to share all of the fundamental knowledge and practical testing skills you need to pass the exams.

...University of Florida. (Go Gators!) Post graduation I obtained my CPA while working in Big 4 public accounting. Since then I've worked in back and middle office roles at some of the largest banking institutions in the world. I'm excited to bring my education and 10+ years of professional experience to help others learn accounting,...

...years, I have become an Microsolf Excel Power user and also a superior user of Power BI that is used for creating powerful information visualizations. I will be happy to share my knowledge to assist students gain a solid grasp of these tools. I have also developed a number of algorithmic trading systems in MT5...