Varsity Tutors is here to assist you in finding CFP prep dedicated to helping you prepare for the CFP Certification Examination. Earning a high score on the CFP exam and becoming a Certified Financial Planner (CFP) can give you an edge in the competitive job market, and taking CFP classes can greatly improve your chances of performing well on test day. Based on an initial assessment of your strong and weak points in the subject, your CFP class can be designed to make sure you focus more on the material of greatest concern. During your CFP test prep you will have the freedom to ask questions as they come up, and your tutor can address any concerns you might have about the exam. With your CFP test prep moving at a pace that suits you best, you are given a better opportunity to understand confusing concepts before approaching the next lesson. Here is a list of some of the topics you can expect to see on the CFP exam:
CFP Topics (Non-Comprehensive)
- Fiduciary
- Consumer protection laws
- Financing strategies
- Time value of money concepts
- Financial aid
- Gift/income tax strategies
- Property and casualty insurance
- Insurance policy selection
- Investment strategies
- Alternative investments
- Tax reduction techniques
- Tax consequences of property transactions
- Regulatory considerations
- Distribution rules and taxation
- Marital Deduction
- Post Mortem estate planning techniques
As shown above, your CFP exam will require you to demonstrate an understanding of a wide range of topics. Everyone has their own area of difficulty when approaching these subjects, which is one of many reasons why CFP tutoring can be helpful. CFP tutors can identify you biggest trouble spots and make sure you spend extra time reviewing relevant material. For example, you might need help understanding some of the different types of investment strategies. CFP prep can utilize sample test questions as a teaching method to increase your comfort level with that topic with the goal of making you feel more confident by the time you have to sit down and take the CFP exam. A CFP course can also expose you to the different types of question formats you might find on the test. To give you a better idea of what to prepare for on the CFP exam, here are a few examples of the concepts and topics that will be incorporated into your test questions:
Exam questions integrate tasks from CFP Board's list of Job Task Domains:
- Establishing and defining the client-planner relationship
- Gathering information necessary to fulfill the engagement
- Analyzing and evaluating the client's current financial status
- Developing the recommendation(s)
- Communicating the recommendation(s)
- Implementing the recommendation(s)
- Monitoring the recommendation(s)
- Practicing within Professional and Regulatory Standards
If you're interested in becoming a Certified Financial Planner, you know how important the CFP exam can be. Varsity Tutors understands that you want to be prepared for this pivotal test, which is why we strive to make it as easy as possible to connect with CFP test preparation. CFP prep is simple to schedule, and there is the convenient Live Learning Platform online, to help make your CFP test prep easily accessible. If you have a busy schedule, this might be the option for you. With this platform, you also have the ability to access your online CFP test prep via your mobile devices. Now,you're able to learn from almost anywhere and receive academic assistance through CFP prep, regardless of how full your calendar might be. Call us today if you'd like to find out more information about the CFP courses that are available to you. Varsity Tutors can answer any questions or concerns and match you with the appropriate CFP class for your needs.
Blake: CFP test prep instructor
...teaching others because that is what has helped me in my life and career the 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 4 years, I became one...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Microeconomics
- AP Macroeconomics
- Pre-Calculus
- +71 subjects
Joshua: CFP test prep instructor
I 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 63
- Study Skills and Organization
- Series 66
- +8 subjects
John: CFP test prep instructor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Finance
- Series 65
- Professional Certifications
- +10 subjects
Hal: CFP test prep instructor
...the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- Business Analytics
- ISEE-Upper Level Quantitative Reasoning
- Cost Analysis
- +114 subjects
Donald: CFP test prep instructor
...engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation I commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Pre-Algebra
- Finance
- Personal Finance
- +35 subjects
Garth: CFP test prep instructor
...FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, 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...
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
- Business
- Series 66
- Series 7
- +26 subjects
Krista: CFP test prep instructor
...professionals further their careers. I have a BS (Penn State University) & MBA (Capella University). 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 tricks I have learned for...
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
- Personal Finance
- Finance
- +9 subjects
Zechariah: CFP test prep instructor
...rewarding. Helping another human connect ideas is something which is hard to describe - a person has to experience it to understand. It's also one of the best ways to learn and solidify concepts in your own mind. This, at least, has been my experience. I know how hard it can be to be a student as well, and the value of having some help from time to time. I have a Bachelor's degree in...
Education & Certification
- Oregon State University - Bachelor of Science, Economics
- University of Missouri-Columbia - Master of Arts, Economics
Subject Expertise
- CFP
- SIE
- CIMA
- Series 7
- +10 subjects
James Hlavaty: CFP test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Basic Computer Literacy
- Series 63
- Professional Certifications
- +7 subjects
James : CFP test prep instructor
...where I studied finance, management, marketing and real estate. After Rutgers, I spent a summer at the Asian-Pacific Management at the University of Hawaii, where I studied another interest of mine, international business. I later earned second post-graduate certificate in international business at Georgetown University. My first position after graduate school was as a commercial real estate broker with a firm now known as CBRE. After 14 years at CBRE, my finances were starting to...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- GMAT
- Professional Certifications
- IB Economics
- +36 subjects
John: CFP test prep instructor
...professional tutor who is passionate about empowering students through the process of learning. I believe in instilling students with problem solving skills to enhance their educational endeavors for a lifetime. I believe in utilizing strategies 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- Financial Accounting
- ABIM Exam - American Board of Internal Medicine
- CLEP History of the United States II: 1865 to the Present
- +455 subjects
Kathleen: CFP test prep instructor
...following qualifications. Certifications achieved: Tutor, Trainer, Presenter, Sales Coach. Licenses passed: Series SIE, 6, 63, 65, 7, 8, Life and Health Insurance. Designations earned: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), and recently became an Accredited Asset Management Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 /...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- CFP
- Series 24
- ChFC - Chartered Financial Consultant
- Series 86
- +18 subjects
Mike: CFP test prep instructor
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SAT Subject Tests
- High School Business
- Accounting
- +84 subjects
Konnor: CFP test prep instructor
...is Konnor Tranoris and I have a passion for helping others. I have been in the Financial Planning Industry for 4 years and have acquired multiple Series certifications as well as passing the CFP exam. Throughout my time in the industry I have grown accustom to breaking problems down, and explaining complex situations to help educate clients and co-workers. I would love nothing less to continue educating those who are pursuing a similar path! Let...
Education & Certification
- Gustavus Adolphus College - Bachelor in Arts, International Business
Subject Expertise
- CFP
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 3
- +9 subjects
Victoria: CFP test prep instructor
...Masters Degree in Business Administration and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always...
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 52
- Econometrics
- Series 53
- +35 subjects
Aaron: CFP test prep instructor
...To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 66
- Personal Finance
- +7 subjects
James: CFP test prep instructor
...financial planner and provide comprehensive 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 EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
- The American College - Master of Science, Financial Planning
Subject Expertise
- CFP
- College Business
- CPA
- Accounting
- +27 subjects
Will: CFP test prep instructor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Finance
- Series 66
- Business
- +4 subjects
Nicholas: CFP test prep instructor
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
- ACT
- Macroeconomics
- Accounting
- +39 subjects
Eric: CFP test prep instructor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFP
- Other
- Series 7
- Finance
- +9 subjects