...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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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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I am Certified Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, 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,...
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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.
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...difficult tasks required to increase your chances of passing this test and many 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 way that will be memorable for future...
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...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 how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I...
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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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I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
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...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 variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma...
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I am a financial planner and provide comprehensive financial planning services to families and small business owners. I have taught personal finance at a university and enjoy guiding people through financial planning discussions -- 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...
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...and investment planning. I am patient and understand that people have different ways 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 assignment. I enjoy working out, golfing, trying...
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...have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success with each of them. I've partnered with first-time testers and re-testers alike; whatever your situation, we can find a strategy that is unique to you and your needs. We'll start with a study calendar that charts out your time...
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...books for more than 35 years. I love writing and reading and reading and editing other people's work. I would welcome reading yours. I have presented many papers and talks on varied subjects over the last 40 years. My son is a dyslexic and from grade four through eight he attended The Windward School, the preeminent school for dyslexics in the United States. The school is also recognized for its teacher's institute (teaching teachers how to...
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...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. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at...
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I am a graduate of Penn State University. I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in 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...
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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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Hello, my name is Austin. I have 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...
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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, 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.
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