I love helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they do. I believe in getting to know all students, as their background is intricately connected with how they learn.
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...deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their...
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...Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently...
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...Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to students. I am a visual learning and tutoring using illustrations and examples to improve the recall of information and concepts. I have hosted and participated...
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...learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent...
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...St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the...
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...days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand...
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...class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small and large groups has proved to be successful. I look forward to...
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Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
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...an engineering student, I started out helping my two younger siblings with their high school homework in Math, Physics and several science subjects. Their friends quickly joined the study group and I eventually found myself tutoring a group of 6 to 12 graders that quickly grew from 10 to 50 students. As a college senior, I was tutoring a group of two dozen freshmen students College Physics, College Math, and Applied Mechanics. My approach was...
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...63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid...
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...investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics. I have worked, both formally and informally, providing career advice to students, particualrly those interested in pursuing a career in finance. I have helped numerous students successfully gain internships and full-time jobs in finance and look forward to continuing to...
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...teaching a variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in...
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...plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2...
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I am a University of Michigan graduate that studied Economics. I enjoy tutoring students in Macro and Microeconomics, as well as Finance, upper level Econ courses and Statistics.
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Can also tutor:SIE, CPA, CFA and 51 more subjects.
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Receive personally tailored Series 79 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.
Pico Rivera Series 79 Tutoring FAQ
The Series 79 (or Investment Banking Qualification Exam) is an exam FINRA (Financial Industry Regulatory Authority) designed to offer investment bankers a test more suitable to their day-to-day activities than the generic Series 7. It assesses whether you have the knowledge required to perform the critical functions of an investment banking representative, including advising on or facilitating debt or equity securities offerings through a private placement or public offering, mergers, and acquisitions.
As of October 2018, the format of the Series 79 changed from a five-hour test with 175 multiple-choice questions to a more specialized 150-minute exam with 75 multiple-choice questions. Students are also required to pass the Security Industry Essentials test (SIE) to earn Series 79 certification as part of these changes. Regardless of the changes, there is a lot to prepare for to perform at your best on the test. If you need help preparing for the exam, Varsity Tutors can help you find a professional Series 79 tutor who meets your academic needs.
The Series 79 has three sections: Collection, Analysis, and Evaluation of Data (49%), Underwriting/ New Financing Transaction, Types of Offerings and Registration of Securities (27%), and Mergers and Acquisitions, Tender Offers and Financial Restructuring Transactions (24%). Your tutor can help you concentrate on whichever of these areas you need the most help understanding. For instance, if you comprehend underwriting but struggle with the intricacies of tender offers, your tutor can design a lesson about tender offers with your unique learning style in mind. Your Series 79 tutor can also answer any questions you have as they arise, ensuring that you never feel lost while studying.
Financial experts agree that practice exams are a vital component of any test prep strategy, and your Series 79 tutor can provide all of the practice you need. Taking practice tests can help you develop a feel for what the test expects of you, potentially easing exam day anxiety. They may also help you identify your weaknesses, which can then be addressed in future study sessions. This can increase the efficacy of time spent studying.
If you're ready to start working with an expert Series 79 tutor but aren't sure how to get started, we can help you find somebody who suits your scheduling needs. We also offer a Live Learning Platform that allows you to study wherever your device of choice has internet access. It offers a variety of tools to give you the benefits of a face-to-face study session without the hassle. Contact us today for more information
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