...financial planning services to families and small business owners. I have taught personal finance at 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 instructor since 1991. I have been...
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...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. My passion for...
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...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 will get it....
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...University and an MBA from Long Island University. I hold the 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...
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I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
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...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 world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory Firm in Texas. I have...
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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.
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...subjects including Calculus. I have also held Series 7, CFP and Health and Life Insurance Licenses. I have worked both here in the United States and in Europe for large multinational organizations as well as small, start up businesses and everything in between. I have been an employee, an advisor and an owner and the specific roles I have played have varied considerably over time: Banker, Market Research Consultant, Data Analyst, Strategy Consultant, Computer Consultant,...
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...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 maximizing their efforts to achieve success.
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...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 have tutored have...
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...Undergraduate in Statistics and Accounting, and an MBA in Finance and Accounting. I am passionate about helping others learn and pass the CFP and other finance-related topics because I saw the hard work that myself and my peers put into these tests when we were preparing, and most still did not pass. I have learned the difficult tasks required to increase your chances of passing this test and many other finance-related exams. My teaching and...
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...and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most...
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...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 office roles, compliance,...
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On the road 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.
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...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 for the CFP,...
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...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 personal finance, economics, Algebra 1 and 2, Geometry, and...
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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.
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Receive personally tailored CFP lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
CFP Tutoring FAQ
If you want to work as a Certified Financial Planner (CFP), you need to pass the CFP Certification Exam. This test is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real life situations. If you're having a hard time translating your academic studies into practical applications, Varsity Tutors can help you find an experienced CFP tutor to assist in your exam prep.
The CFP Certification Exam is an online test consisting of 170 multiple-choice questions, some of which are standalone while others are associated with short scenarios or lengthy case histories. The test is taken in two three-hour sessions with a break in between. Sections on the test include Professional Conduct and Regulation (7%), General Financial Planning Principles (17%), Education Planning (6%), Risk Management and Insurance Planning (12%), Investment Planning (17%), Tax Planning (12%), Retirement Savings and Income Planning (17%), and Estate Planning (12%).
A private CFP tutor can help you on any or all of the areas above, working on whatever you need to focus on. You are also free to study at your own pace, whether that means moving faster or more slowly than your CFP classes. Any questions asked can also be answered quickly, helping you follow every lesson on your quest to earn CFP certification. This makes working with a private tutor a great option for you.
You will have access to Exam Tax Tables during the test, but you need to learn how to effectively utilize them. Your CFP tutor can provide demonstrations to show you how to use them in a timed test environment, and then provide practice problems for some practical experience you can draw on.
While the test lacks a specific reading comprehension component, you need to be able to quickly process the scenarios and case studies that accompany some of the questions. Your CFP tutor can provide sample reading materials to help you learn what to look for. They may even share some active reading tips to make it easier to find a given piece of information in a hurry.
If you're ready to work with a CFP tutor, we can help you find somebody who can work on your schedule. Our mobile-compatible Live Learning Platform allows you to study whenever and wherever you get the chance. It also offers several learning aids, including video chat functionality for face-to-face study sessions online. Reach out to us today for more details.
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