Melinda: Bath CFP course instructor
...grammar, style, and empathy, to be just as important to the learning process, as any encyclopedic technical expertise. I think that's what sets me apart as a 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...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Economics
- Business Writing
- +80 subjects
Prince: Bath CFP course instructor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +1 subjects
Eric: Bath CFP course 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
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 3
- +10 subjects
Sarah: Bath CFP course instructor
...and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library 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...
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
- SIE
- Series 63
- Series 65
- +36 subjects
Benjamin: Bath CFP course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 7
- SIE
- Series 9
- +24 subjects
Blake: Bath CFP course instructor
...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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- High School Business
- +71 subjects
Christopher: Bath CFP course instructor
...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 previous experience in higher education have equipped me with the skills to foster understanding and success in my students. I am dedicated to helping individuals navigate...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 66
- Insurance License
- Series 65
- +4 subjects
Michael: Bath CFP course instructor
...And, hard work though acquiring mastery is, it does not have to be stressful or painful. I believe the most effective path to mastery is through smiles and wows. I also believe that the closer we can get to helping the other person to articulate their own feelings/fears/concerns and facilitating their own discovery of method...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- High School Accounting
- Elementary School Writing
- +61 subjects
Sarah: Bath CFP course instructor
...CFP, which I received in 2021. Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 24
- +9 subjects
Mike: Bath CFP course 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
- Series 63
- Exam IFM - Investment and Financial Markets
- Exam FM - Financial Mathematics
- +84 subjects
Jacarri: Bath CFP course instructor
...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
Gordon: Bath CFP course instructor
...a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor for 9 years that taught master's and undergraduate finance classes....
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIMA
- CIA - Certified Internal Auditor
- CFA
- +58 subjects
Raman: Bath CFP course instructor
...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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 66
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
John: Bath CFP course instructor
...the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge from the students I tutor. I...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CAIA
- AU-S - Associate in Commercial Underwriting-Strategic Techniques
- CFA
- +455 subjects
Roman: Bath CFP course instructor
...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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 63
- Insurance License
- Series 65
- +60 subjects
Scot: Bath CFP course instructor
...June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 7
- Series 63
- Series 4
- +12 subjects
Austin: Bath CFP course instructor
...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 the...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Finance
- Professional Certifications
Jorge: Bath CFP course instructor
...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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- SIE
- Series 63
- Series 6
- +38 subjects
Garth: Bath CFP course instructor
...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 and am a member of the International Business Beta Gamma Sigma Honor Society.
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 6
- Series 7
- +26 subjects
Nicholas: Bath CFP course instructor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 66
- +8 subjects