...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 ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks....
Read more
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 it to you.
Read more
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 careers.
Read more
...that is unique to you and your needs. We'll start with a study calendar that charts out your time to the exam, and how best to utilize your time based on your circumstances, learning style, and needs. Whether you need a sounding board to confirm your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha" moment! I also dedicate time to test-taking techniques, including those specifically...
Read more
...include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as a Financial Manager....
Read more
...the wealth management industry. I also was raised by a mother who is a math teacher and a father who is a history teacher. While at the University of Chicago, I spent four years tutoring High School students. I specialize in CFP certification, FINRA Series 65, Economics as well as Elementary Social Studies and High School World History. My teaching philosophy centers on creating a supportive and engaging learning environment where students feel empowered to ask...
Read more
...the Texas A&M Writing team, to coaching associates at my day job through Series 7, 63 and SIE exams. I have obtained a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10 and SIE certifications. I have also completed the Certified Financial Planner coursework. I tutor the FINRA Series exams mentioned above, personal finance and writing. My teaching philosophy is that anyone can...
Read more
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.
Read more
...7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the 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...
Read more
...in financial services taxation, GAAP accounting, financial leadership, and personnel training. In accountancy, my deepest learning was through my professional work. I count education and training among my strongest skills, and in professional opportunities to develop curriculum for other accountants, I've felt the most satisfaction in my work. I love helping others, and in particular, I have a passion for helping others learn more easily, especially those who are struggling the most. In my spare...
Read more
...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 not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to...
Read more
...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. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance...
Read more
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Read more
...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 helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students of all ages. I look forward to making a positive impact in the lives of my students.
Read more
...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 planning & focusing on the 13 wealth management issues, so please allow me to help assist you in understanding the complex financial world.
Read more
...been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be...
Read more
...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 for the various exams. I have various study tips and tricks that I have found helpful and previous students that I...
Read more
...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, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring...
Read more
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.
Cambridge CFP Tutoring FAQ
If you want to work as a Certified Financial Planner (CFP), you need to pass the CFP Certification Exam. This test is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real life situations. If you're having a hard time translating your academic studies into practical applications, Varsity Tutors can help you find an experienced CFP tutor to assist in your exam prep.
The CFP Certification Exam is an online test consisting of 170 multiple-choice questions, some of which are standalone while others are associated with short scenarios or lengthy case histories. The test is taken in two three-hour sessions with a break in between. Sections on the test include Professional Conduct and Regulation (7%), General Financial Planning Principles (17%), Education Planning (6%), Risk Management and Insurance Planning (12%), Investment Planning (17%), Tax Planning (12%), Retirement Savings and Income Planning (17%), and Estate Planning (12%).
A private CFP tutor can help you on any or all of the areas above, working on whatever you need to focus on. You are also free to study at your own pace, whether that means moving faster or more slowly than your CFP classes. Any questions asked can also be answered quickly, helping you follow every lesson on your quest to earn CFP certification. This makes working with a private tutor a great option for you.
You will have access to Exam Tax Tables during the test, but you need to learn how to effectively utilize them. Your CFP tutor can provide demonstrations to show you how to use them in a timed test environment, and then provide practice problems for some practical experience you can draw on.
While the test lacks a specific reading comprehension component, you need to be able to quickly process the scenarios and case studies that accompany some of the questions. Your CFP tutor can provide sample reading materials to help you learn what to look for. They may even share some active reading tips to make it easier to find a given piece of information in a hurry.
If you're ready to work with a CFP tutor, we can help you find somebody who can work on your schedule. Our mobile-compatible Live Learning Platform allows you to study whenever and wherever you get the chance. It also offers several learning aids, including video chat functionality for face-to-face study sessions online. Reach out to us today for more details.
Expert online tutors and live instruction in Cambridge
Your Personalized Tutoring Program and Instructor
Identify Needs
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Customize Learning
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
Increased Results
You can learn more efficiently and effectively because the teaching style is tailored to you.
Online Convenience
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.
Call us today to connect with a top Cambridge CFP tutor
