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.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 7
- +4 subjects
Krista: Colchester CFP test prep instructor
...(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...
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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +18 subjects
Jacarri: Colchester CFP test prep instructor
...you 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
Garth: Colchester CFP test prep instructor
...FINRA licenses, 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,...
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 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 66
- +26 subjects
Victoria: Colchester CFP test prep instructor
...leadership, personal 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...
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
- Insurance License
- Series 23
- SIE
- +35 subjects
Michael: Colchester CFP test prep instructor
...time to relate some biographical facts such as my name, my age, my marital and family status? Perhaps I should invite you on a short walk through my education background or professional engagements? Should we focus on what qualifies me to coach you or your daughter or son on various academic subjects or the college...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Trigonometry
- ESL/ELL
- +61 subjects
Roman: Colchester CFP test prep instructor
...of them 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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 63
- Series 66
- Series 65
- +60 subjects
Sarah: Colchester CFP test prep instructor
...includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility...
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 6
- Series 63
- +36 subjects
William: Colchester CFP test prep instructor
...philosophy centers 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....
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 65
- Insurance License
- SIE
- +4 subjects
James: Colchester CFP test prep instructor
...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
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- CFP
- Series 10
- CLU - Chartered Life Underwriter
- WMCP - Wealth Management Certified Professional
- +31 subjects
Aaron: Colchester CFP test prep instructor
...circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- Series 65
- Series 66
- +7 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- SIE
- +8 subjects
Richard: Colchester CFP test prep instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- CPA
- Series 66
- CFA
- +31 subjects
Blake: Colchester CFP test prep instructor
...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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- GED Math
- +71 subjects
Christopher: Colchester CFP test prep instructor
...Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Insurance License
- SIE
- Series 7
- +4 subjects
Raman: Colchester CFP test prep instructor
...teach my 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- SIE
- Series 65
- ChFC - Chartered Financial Consultant
- +25 subjects
William: Colchester CFP test prep instructor
...spent four years tutoring High School students. I specialize in CFP certification, FINRA Series 65, Economics as well as Elementary Social Studies and High School World History. My teaching philosophy centers on creating a supportive and engaging learning environment where students feel empowered to ask questions and explore complex concepts. I am passionate about helping...
Education & Certification
- University of Chicago - Bachelor's, Economics
- Regis University - Master's/Graduate, Data Science
Subject Expertise
- CFP
- Series 7
- Series 65
- Microeconomics
- +9 subjects
Stephen: Colchester CFP test prep instructor
...accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students of all ages. I look forward...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- SIE
- Real Estate License
- Insurance License
- +23 subjects
Michael: Colchester CFP test prep instructor
...Expert Knowledge: 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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 24
- Series 66
- Series 65
- +12 subjects
Chadale: Colchester CFP test prep instructor
...learner has the potential to succeed, and I am dedicated to tailoring my approach to meet their individual needs. I find great joy in witnessing my students grow in confidence and competence, and I am excited to help them achieve their academic and personal goals. When I'm not tutoring, I enjoy exploring technology trends and...
Education & Certification
- Maryville University - Master's/Graduate, Cybersecurity
Subject Expertise
- CFP
- Technical Certifications
- Cyber Security
- CISSP - Certified Information Systems Security Professional
- +9 subjects