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.
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...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 in a...
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...-- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, 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 different orchestras. I also was...
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...planning firm. After college, I joined the financial services industry, eventually getting my Series licenses, Certified Financial Planner designation, and insurance licenses. I've passed all of my licensing and certification tests in the financial services field on the first attempt, including the CFP. This is thanks to my mastery of financial concepts and understanding of test-taking logic and strategy. When you work with me, I will show you the best practices, strategies, and techniques that...
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...allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge from the students I tutor. I have a passion for learning and my goal is to help every student I tutor to cultivate their own passions for learning to open up a world of academic...
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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.
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My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
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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.
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...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 help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time,...
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...financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision...
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...enjoy mentoring and teaching others because that is what has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I 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,...
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...of young women in her community, and the Director of Finance and Administration at Rain Fire Ministries International. Brittney holds a Bachelors Degree in Accounting from North Carolina A&T State University and a Masters in Accountancy from Gardner Webb University. Brittney is currently pursuing her certification to become a Financial Planner, to further her knowledge and skills as a finance professional. When she's not working she loves to write various stories by painting the world...
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I have a passion for understanding the vast world of knowledge in subject areas such as accounting, finance, and real estate. I enjoying sharing that understanding with anyone I can in my pursuit to becoming a professional. I have my studies set on passing the CPA and CFP exams in the near future, and I'd love to share all of my study techniques and strategies that I have learned over the years.
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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.
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, 51Թ 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.
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