Top CFP Tutors serving Cambridge
Garrett: Cambridge CFP tutor
...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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Productivity
- Technology and Coding
- Macroeconomics
- +9 subjects
Krista: Cambridge CFP tutor
...enjoy helping professionals further their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the 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,...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- CFP
- Series 6
- Series 66
- Insurance License
- +18 subjects
Donald: Cambridge CFP tutor
...Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 7
- Series 65
- ChFC - Chartered Financial Consultant
- +35 subjects
Raman: Cambridge CFP tutor
...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 License, the CFP curriculum and the exam, ChFC curriculum and anything related to the...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 65
- Series 7
- Series 66
- +25 subjects
Melinda: Cambridge CFP tutor
...spare time, I like to practice creative writing, and maintain a daily journal. I find that these soft skills in communication, literacy, grammar, style, and empathy, to be just as important to the learning process, as any encyclopedic technical expertise. I think that's what sets me apart as a tutor- my commitment to human understanding,...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Philosophical Ethics
- GED Social Studies
- +80 subjects
James : Cambridge CFP tutor
...I passed the FINRA Series 6 and 63 securities license exams and, in 2017, I earned a Virginia Life and Health Insurance License. I also hold both Virginia and Maryland real estate salesperson's licenses. As you can see, I have studied a very wide spectrum of business and finance-related subjects. Since 2010, I have been...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- CIMA
- SAEE - The Special Agent Entrance Exam
- AFSP - Annual Filing Season Program
- +48 subjects
Mike: Cambridge CFP tutor
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFA
- +84 subjects
Garth: Cambridge CFP tutor
...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....
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 65
- +26 subjects
Benjamin: Cambridge CFP tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 63
- Series 66
- Series 7
- +24 subjects
Jorge: Cambridge CFP tutor
...graduating from Long Island University, earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 63
- Series 55
- Series 7
- +38 subjects
Richard: Cambridge CFP tutor
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.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- CPA
- Series 63
- Series 66
- +31 subjects
Blake: Cambridge CFP tutor
...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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Test Prep
- +71 subjects
Eric: Cambridge CFP tutor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFP
- Series 86
- Series 7
- Series 65
- +10 subjects
Michael: Cambridge CFP tutor
...and that is what all the work will be in service of. (My authentic voice is OK with ending sentences in prepositions.) And, hard work though acquiring mastery is, it does not have to be stressful or painful. I believe the most effective path to mastery is through smiles and wows. I also believe that...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Computer Programming
- Essay Editing
- +61 subjects
Sarah: Cambridge CFP tutor
...specifically for the CFP, that increase odds of student's success. I would love to take some time to meet you and learn more about where you are in your CFP journey! If you have any questions or would like to learn more about what our partnership would look like, don't hesitate to contact me so...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 79
- Series 26
- Series 65
- +9 subjects
James: Cambridge CFP tutor
...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...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- CFP
- Insurance License
- Series 86
- WMCP - Wealth Management Certified Professional
- +27 subjects
Nicholas: Cambridge CFP tutor
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.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 6
- Series 63
- CFA
- +43 subjects
Will: Cambridge CFP tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +4 subjects
Victoria: Cambridge CFP tutor
...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...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 66
- Series 53
- Series 6
- +35 subjects
John: Cambridge CFP tutor
...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 mine have been for all learning types in various academic subjects. While my tutoring...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- American Council on Exercise (ACE)
- CPFA
- ARM-P - Associate in Risk Management for Public Entities
- +455 subjects
Private CFP Tutoring in Cambridge
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.
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