...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 becoming your Mentor and...
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I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
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...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 changed my career to...
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...and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I...
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...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 questions, only impatient teachers....
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...At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within...
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...topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my family and our dog. I look forward to hearing from you and helping you achieve...
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A 25 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 am a former youth and high school basketball coach, youth and high school football coach.
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...awarded CITGO Graduate Student Award for Academic Excellence. I was also a graduate assistant where I tutored college freshmen and sophomore students Math and Physics. I tutored all the topics in Algebra, Geometry, Statistics, Calculus, Mechanics and Fluid. My overall teaching philosophy is Educational Essentialism. I believe in this traditional subject-centered philosophy where the students mind is trained to digest a series of progressively difficult topics that equips and enables the student to embrace the challenges...
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...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 and in process, impart...
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...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 help aspiring professionals achieve...
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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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Our interview process, stringent qualifications, and background screening ensure that only the best Series 79 tutors work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
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.
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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