Blake: Taylorsville CFP test prep instructor
...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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Algebra
- +71 subjects
Scot: Taylorsville CFP test prep instructor
...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 very important...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 9
- SIE
- Series 57
- +12 subjects
Roman: Taylorsville CFP test prep instructor
...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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Insurance License
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- +60 subjects
Stephen: Taylorsville CFP test prep instructor
...My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- Insurance License
- Series 65
- SIE
- +21 subjects
John: Taylorsville CFP test prep instructor
...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 have a...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- Exam IFM - Investment and Financial Markets
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- CAE - Certified Association Executive Exam
- +455 subjects
Austin: Taylorsville CFP test prep instructor
...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 complex financial world.
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Professional Certifications
- Finance
Jacarri: Taylorsville CFP test prep instructor
...to success 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
Joshua: Taylorsville CFP test prep instructor
...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 66
- Series 6
- Series 63
- +8 subjects
Eric: Taylorsville 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 57
- +10 subjects
Will: Taylorsville 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
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Raman: Taylorsville CFP test prep instructor
...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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- Exam IFM - Investment and Financial Markets
- RICP - Retirement Income Certified Professional
- +25 subjects
Benjamin: Taylorsville CFP test prep 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 79
- Series 63
- Series 9
- +24 subjects
James: Taylorsville CFP test prep instructor
...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 instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone player -- playing in different...
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
- Series 53
- WMCP - Wealth Management Certified Professional
- +27 subjects
Alejandro: Taylorsville CFP test prep instructor
...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 world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory Firm in...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Aaron: Taylorsville CFP test prep instructor
...expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining 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...
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 4
- Series 65
- +7 subjects
Christopher: Taylorsville CFP test prep instructor
...Business Administration from the University of Hartford and a Bachelor's in Accounting from the University of Connecticut. With three years of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +4 subjects
Nicholas: Taylorsville 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- Series 7
- +43 subjects
Peter: Taylorsville CFP test prep instructor
...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...
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 6
- Series 87
- Series 99
- +18 subjects
Garth: Taylorsville CFP test prep instructor
...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 7
- Series 63
- +26 subjects
Melinda: Taylorsville CFP test prep instructor
...struggles with test-taking, reading comprehension, or self-study skills. I know what techniques I used to simplify the challenge of the exam, and I want to share those same skills with anyone on this platform seeking exam help. Studying doesn't require all-nighters, nor should it be anxiety-provoking by default; so I share skills which I hope...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Business Ethics
- IB Business & Management
- +80 subjects