Top CFP Tutors serving Cardiff
Blake: Cardiff CFP tutor
...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 the...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Microeconomics
- +71 subjects
Scot: Cardiff CFP tutor
...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 very...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 79
- Series 57
- Series 10
- +12 subjects
James: Cardiff CFP tutor
...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 orchestras....
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
- FINRA - Financial Industry Regulatory Authority
- RICP - Retirement Income Certified Professional
- Series 10
- +31 subjects
Michael: Cardiff CFP tutor
...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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 63
- Series 66
- Series 24
- +12 subjects
Richard: Cardiff CFP tutor
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.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- Series 63
- CPA
- Series 7
- +31 subjects
Will: Cardiff CFP tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Michael: Cardiff CFP tutor
...the above is a specific reason to engage me, yet I would be lying to say I think it meaningless. Leaving the standard resume stuff to the side for a moment, I want to share the essence of what I believe is the key dimension to this conversation: "the why" of bringing on a coach....
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- High School Accounting
- Microsoft Office
- +61 subjects
Gordon: Cardiff CFP tutor
...finance classes. I received my MBA from Rockhurst University in Kansas City, MO. I received my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CFA
- CIMA
- CIA - Certified Internal Auditor
- +58 subjects
Melinda: Cardiff CFP tutor
...maintain a daily journal. I find that these soft skills in communication, literacy, 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...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- High School Accounting
- Microsoft Excel
- +80 subjects
Sarah: Cardiff CFP tutor
...success. I would love to take some time to meet you and learn more about where you are in your CFP journey! If you have any questions or would like to learn more about what our partnership would look like, don't hesitate to contact me so we can put together an introductory meeting so we...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 6
- Series 79
- +9 subjects
Joshua: Cardiff CFP tutor
I want my 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Insurance License
- Series 6
- Series 7
- +8 subjects
Prince: Cardiff CFP tutor
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
- Series 65
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Garrett: Cardiff CFP tutor
...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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Macroeconomics
- Economics
- Business
- +9 subjects
Alejandro: Cardiff CFP tutor
...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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Peter: Cardiff CFP tutor
...eliminate 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...
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 86
- Series 28
- Series 52
- +18 subjects
Victoria: Cardiff CFP tutor
...the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to impart this...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 63
- Series 65
- Insurance License
- +35 subjects
Benjamin: Cardiff CFP tutor
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 24
- Series 63
- Series 6
- +24 subjects
Eric: Cardiff 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 65
- Series 86
- Series 57
- +10 subjects
Jacarri: Cardiff CFP tutor
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...
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications
Heath: Cardiff CFP tutor
...tutor the FINRA Series exams mentioned above, personal finance and writing. My teaching philosophy is that anyone can achieve great things through hard work and dedication. The best students ask for help when they don't understand something. I like to relate the content to real life situations for students to really drive concepts home. Throughout...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- Series 9
- +24 subjects
Private CFP Tutoring in Cardiff
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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.