Top CFP Tutors serving Leeds
Blake: Leeds CFP tutor
...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 ACT...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- High School Government
- +71 subjects
Richard: Leeds 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
- CFA
- CPA
- +31 subjects
Eric: Leeds 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 10
- Series 86
- Series 79
- +10 subjects
Melinda: Leeds CFP tutor
...I believe education can only be mastered through multiplicities of understanding; I like to connect concepts together for students, so they can begin to see the network of ideas strung together logically, enhancing their understanding of each, and greatly magnifying their ability to recall information when needed. I have always been resourceful, and if I...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- COMPASS
- Reading
- +80 subjects
Garrett: Leeds CFP tutor
...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 might need more focus on and teach it in a...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Microeconomics
- Productivity
- Technology and Coding
- +9 subjects
James: Leeds CFP tutor
...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 a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone player -- playing in...
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
- WMCP - Wealth Management Certified Professional
- EMT - Emergency Medical Technicians
- FINRA - Financial Industry Regulatory Authority
- +27 subjects
Aaron: Leeds CFP tutor
...my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 66
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Scot: Leeds CFP tutor
...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 important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or your CFP...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 22
- Series 79
- Series 9
- +12 subjects
Joshua: Leeds CFP tutor
...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 careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Insurance License
- Series 63
- Series 7
- +8 subjects
Alejandro: Leeds CFP tutor
...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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Roman: Leeds CFP tutor
...personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Insurance License
- +60 subjects
Krista: Leeds CFP tutor
...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 as...
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 6
- Series 7
- Series 63
- +18 subjects
Gordon: Leeds CFP tutor
...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 (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CPA
- CIMA
- Real Estate License - New York
- +58 subjects
Isaac: Leeds CFP tutor
...of understanding things. I can adapt my language to help you understand and have had ample experience over the years helping all types of people comprehend numerous financial concepts. I will make sure that after every session your depth of understanding is greater and you're one step closer to passing that exam or completing your...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 6
- SIE
- +12 subjects
Michael: Leeds CFP tutor
...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 in your future with expert tutoring that helps you achieve your certification goals and advance your career. Let's work together to turn...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- SIE
- Series 63
- Series 79
- +12 subjects
Jorge: Leeds CFP tutor
...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.
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 31
- Insurance License
- Series 66
- +38 subjects
Austin: Leeds CFP tutor
...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 planning & focusing on the 13 wealth management issues, so please allow...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Finance
- Professional Certifications
Benjamin: Leeds 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 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 7
- +24 subjects
Sarah: Leeds CFP tutor
...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 can see if...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 65
- Series 24
- SIE
- +9 subjects
Will: Leeds 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 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +4 subjects
Private CFP Tutoring in Leeds
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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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.
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