Award-Winning CFP Exam Tutors in Austin, TX

Sarah: Austin CFP tutor

...that is unique to you and your needs. We'll start with a study calendar that charts out your time to the exam, and how best to utilize your time based on your circumstances, learning style, and needs. Whether you need a sounding board to confirm your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha" moment! I also dedicate time to test-taking techniques, including those specifically...

Peter: Austin CFP tutor

...opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons (I am student too and tend to have a "hungry brain") and practicing Brazilian Jiu Jitsu.

Gordon: Austin CFP tutor

...do hold the Chartered Financial Analyst (CFA) designation. I have also 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 may not always have the answer right away but...

Michael: Austin CFP tutor

...the essence of what I believe is the key dimension to this conversation: "the why" of bringing on a coach. For me, the choice of having a coach is all about mastery. It begins and ends with the student's commitment to mastery and the coach's commitment to that mastery. Mastery is about taking ownership of the process, enjoying the journey and giving those responsible for reading or engaging with one's work one's authentic voice. Engage...

Prince: Austin CFP tutor

I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!

Richard: Austin CFP tutor

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.

Eric: Austin CFP tutor

I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.

Jorge: Austin CFP tutor

...world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on...

Raman: Austin CFP tutor

...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 to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing your exams.

Will: Austin CFP tutor

Building competence in the subjects that matter to you.

Blake: Austin CFP tutor

...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 of the youngest CFP Professionals in the country in 2019. My best areas to teach are...

Mike: Austin CFP tutor

Sarah: Austin CFP tutor

...types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for 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...

Donald: Austin CFP tutor

...include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems 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 was commissioned into the United States Marine Corps my job as a Financial Manager....

Garth: Austin CFP tutor

...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 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 business-related topics. I graduated from Loyola University with my MBA...

Roman: Austin CFP tutor

...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 simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam prep plan to ace the...

Aaron: Austin CFP tutor

...those licenses, I then obtained the Series 4, 24 and 53 licenses. 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...

Austin: Austin CFP tutor

...name is Austin. I have grown a passion for the ever evolving & complex financial 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 help assist you in understanding...

Melinda: Austin CFP tutor

...tutor- my commitment to human understanding, and values rooted in human virtue. Additionally, I was originally a political science (international relations) major, and I maintain a personal interest in world and U.S. politics, and international business. I believe education can only be mastered through multiplicities of understanding; I like to connect concepts together for students, so they can begin to see the network of ideas strung together logically, enhancing their understanding of each, and greatly...

Joshua: Austin CFP tutor

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.