Top CFP Tutors serving Birmingham
Krista: Birmingham CFP tutor
...professionals further their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the 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,...
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 63
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
Garth: Birmingham CFP tutor
...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...
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 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +26 subjects
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 79
- Series 86
- Series 65
- +10 subjects
Michael: Birmingham CFP tutor
...of 12 and 20. I have also tutored individuals (student 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- AP Calculus AB
- Pre-Algebra
- +61 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- Series 65
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- PMP
- Series 7
- Series 31
- +43 subjects
Garrett: Birmingham CFP tutor
...to increase your chances of passing this test and many other finance-related exams. My teaching and coaching style is based 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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Microeconomics
- Macroeconomics
- Microsoft Office
- +9 subjects
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- NMLS - Nationwide Mortgage Licensing System
- Series 7
- Series 63
- +84 subjects
Austin: Birmingham CFP tutor
...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...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Finance
- Business
James: Birmingham CFP tutor
...financial planner and provide comprehensive 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...
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 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- EMT - Emergency Medical Technicians
- +27 subjects
Private CFP Tutoring in Birmingham
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.
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