Top CFP Tutors serving Cardiff
Raman: Cardiff CFP tutor
...Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that....
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- RICP - Retirement Income Certified Professional
- Series 65
- ChFC - Chartered Financial Consultant
- +25 subjects
Nicholas: Cardiff CFP tutor
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 6
- Insurance License
- Series 63
- +8 subjects
John: Cardiff CFP tutor
...problem solving skills to enhance their educational endeavors for a lifetime. I believe in utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade,...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- FE Exam - Professional Licensed Engineer Fundamentals of Engineering Exam
- CGEIT - Certified in the Governance of Enterprise IT
- ACSM - American College of Sports Medicine
- +455 subjects
Christopher: Cardiff CFP tutor
...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 CFP certification. My teaching philosophy centers on breaking down complex financial...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Insurance License
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Krista: Cardiff CFP tutor
...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, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned...
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 65
- Series 6
- Series 66
- +18 subjects
Mike: Cardiff CFP tutor
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
- NMLS - Nationwide Mortgage Licensing System
- Real Estate License
- +84 subjects
Roman: Cardiff CFP tutor
...my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Insurance License
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +60 subjects
Stephen: Cardiff CFP tutor
...as macroeconomics and personal finance. 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...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- AACN - American Association of Colleges of Nursing
- Real Estate License
- SIE
- +23 subjects
Nicholas: Cardiff CFP tutor
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
- Series 63
- Series 65
- +43 subjects
William: Cardiff CFP tutor
...making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on breaking down problems and guiding students through the thought process, ensuring they grasp...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Series 66
- +4 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.
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