Top CFP Tutors serving Denver
Donald: Denver CFP tutor
...began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified Financial Planner, Chartered Financial Consultant and Retirement Income Certified Professional Designations. I also have great experience preparing others for the SIE, Series 65, and Life, Health, and Accident Insurance Examinations. I am excited to get to know you and your goals and...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- SIE
- Insurance License
- Series 65
- +35 subjects
Alejandro: Denver CFP tutor
I graduated from the University of Arizona as an adult student. In 2022 I obtained my CFP(R) and a Financial Planning Certificate from Southern Methodist University. My passion is making complex topics easy to understand and using numbers to tell someone's life story. I enjoy developing and motivating others. I spent the last decade in the corporate...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Michael: Denver CFP tutor
...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 easier to grasp and retain. Support and Accountability: Benefit from continuous support and motivation, with regular check-ins to track your progress and address any concerns. Invest in your future with expert tutoring that helps you achieve your certification goals and advance your career. Let's...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +12 subjects
Eric: Denver CFP tutor
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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 3
- +10 subjects
Michael: Denver CFP tutor
...and professionals) in the use of various software tools such as the Microsoft Office suite, Qlik, Xero, Basecamp, Airtable. I have been working with some version of excel both as a banker and a business professional for more than 30 years. I have trained countless individuals (from work colleagues to students interning for me) both on the way excel works and how to make excel work to produce desired results. I use excel practically everyday;...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Elementary School Writing
- High School Accounting
- +61 subjects
Peter: Denver CFP tutor
...CFP(Certified Financial Planner) and a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 52
- Series 9
- Series 82
- +18 subjects
Isaac: Denver CFP tutor
...students at various colleges including the University of Idaho, Devry University, Southern University of New Hampshire, and more. I've also tutored high school students in personal finance courses. For the last 10 years I have been educating my clients on their financial situation as a Wealth Advisor. I currently co-manage a book of business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 6
- Series 7
- +11 subjects
Krista: Denver CFP tutor
...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 the various exams. I have various study tips and tricks that I have found helpful and previous students that I...
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 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 65
- +18 subjects
Garrett: Denver CFP tutor
...on patience and ensuring a strong base understanding of the answer, and how to confidently and consistently answer similar questions going forward. My goal will be to find a way to relate the areas you might need more focus on and teach it in a way that will be memorable for future questions. My main topic of tutoring is the CFP but I am available for most other finance and accounting-related topics as well.
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Economics
- Technology and Coding
- Business
- +9 subjects
Nicholas: Denver CFP tutor
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
- Series 31
- Series 65
- Series 7
- +43 subjects
Private CFP Tutoring in Denver, CO
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