Top CFP Tutors serving Durham
Benjamin: Durham 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 52
- Series 79
- Series 66
- +24 subjects
Nicholas: Durham 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 31
- CIMA
- Series 63
- +43 subjects
Christopher: Durham CFP tutor
...and hold a Master's in 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,...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- SIE
- Series 66
- Series 65
- +4 subjects
Sarah: Durham CFP tutor
...I am proud to offer a personalized and highly effective learning approach, boasting an impressive pass rate. My teaching style is rooted in clear, everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- CFP
- Series 6
- Series 65
- Series 63
- +36 subjects
Melinda: Durham CFP tutor
...the CPA exam on my first try, and I'm here because I want to create similar successes for any learner who 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...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- ACCUPLACER
- Middle School Reading
- +80 subjects
Gordon: Durham CFP tutor
...not a subject that many students have had much exposure to in the past. I chose a career in finance because I find it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIMA
- Real Estate License - New York
- CPA
- +58 subjects
Richard: Durham 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 7
- Series 66
- CFA
- +31 subjects
Alejandro: Durham CFP tutor
...Arizona as 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
James : Durham CFP tutor
...I took my first economics course at Lafayette College, I knew that it was the subject in which I wanted to major. At Lafayette, I was able to augment my economics studies with multiple accounting and finance courses. I then went on to pursue an MBA at Rutgers University, where I studied finance, management, marketing...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- CIMA
- SAEE - The Special Agent Entrance Exam
- AFSP - Annual Filing Season Program
- +48 subjects
Nicholas: Durham 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 66
- Series 63
- Series 6
- +8 subjects
Private CFP Tutoring in Durham
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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