Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University- Doctor of Philosophy, Finance
Subject Expertise
- CFP
- AP Biology
- CFA
- AP Calculus AB
- +39 subjects
Michael: CFP course instructor
…the United States and in Europe for large multinational organizations as well as small, start up businesses and everything in between. I have been an employee, an advisor and an owner and the specific roles I have played have varied considerably over time: Banker, Market Research Consultant, Data Analyst, Strategy Consultant, Computer Consultant, Software Developer, Business Development Executive, Senior Management (CMO, CSO, CEO, CFO, CTO). The industries I have worked in have also been an...
Education & Certification
- Wesleyan University- Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Middle School Math
- Business Analytics
- French
- +61 subjects
Peter: CFP course instructor
…I hold the CFP(Certified Financial Planner) and a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that...
Education & Certification
- Hofstra University- Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus- Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 10
- Series 86
- ChFC - Chartered Financial Consultant
- +17 subjects
Garrett: CFP course instructor
…in Finance and Accounting. I am passionate about helping others learn and pass the CFP and other finance-related topics because I saw the hard work that myself and my peers put into these tests when we were preparing, and most still did not pass. I have learned the 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...
Education & Certification
- Post University- Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Technology and Coding
- 金融Accounting
- Finance
- +9 subjects
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
- Business
- Finance
- Series 10
- +10 subjects
Education & Certification
- University of Missouri-St Louis- Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Finance
- Professional Certifications
- Series 66
- +24 subjects
Hal: CFP course instructor
…是一个为期一周的经纪人在t选项课程吗he Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college 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...
Education & Certification
- Frostburg State University- Bachelor of Science, Accounting and Business Management
- Frostburg State University- Master of Science, Management Science
Subject Expertise
- CFP
- 金融Accounting
- Series 7 - General Securities Representative Exam (Stockbroker)
- Writing
- +162 subjects
Victoria: CFP course instructor
…也有几个行业许可证;系列7,66, 51, 24, and 2-15. I am passionate about personal 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...
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 26
- College Business
- AP Microeconomics
- +35 subjects
Gordon: CFP course instructor
…CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have one answer. My style is one of calmness and patience with students. I may not always have the answer right away but will get it. I do also believe the basics are completely understood before we move on to more...
Education & Certification
- University of Kansas- Bachelor of Science, Business Administration and Management
- Rockhurst University- Masters in Business Administration, Finance
Subject Expertise
- CFP
- College Statistics
- Cost Analysis
- Cost Accounting
- +50 subjects
Joshua: CFP course instructor
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.
Education & Certification
- University of Arizona- Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 63
- Business
- Series 66
- +8 subjects
John: CFP course instructor
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!
Education & Certification
- Florida State College at Jacksonville- Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- SIE
- Professional Certifications
- Finance
- +10 subjects
Education & Certification
- Virginia Polytechnic Institute and State University- Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- Series 65
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
Joseph: CFP course instructor
Hello Prospective Student, if you want to learn how to make money the right way, build wealth and protect it, hire me! I'm a CFP and professional money coach who has been helping people and families make smarter money choices since 1983. With nearly four decades of private client advisory, teaching, training and coaching experience, I specialize in personal finance instruction, and I look forward to helping you realize all of your financial dreams. Cheers!...
Education & Certification
- Community College of Allegheny County- Associate in Arts, Liberal Arts and Sciences
Subject Expertise
- CFP
- English
- Series 24
- Personal Finance
- +12 subjects
Education & Certification
- Spring Hill College- Bachelor of Science, Finance
Subject Expertise
- CFP
- Business
- Series 66
- Finance
- +4 subjects
Kathleen: CFP course instructor
…6、63、65、7、8、生命和健康保险。Designations earned: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), and recently became an Accredited Asset Management Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 / 66 go to person. Passed the exam on first attempt. Then became a...
Education & Certification
- The University of Texas at Arlington- Bachelor in Business Administration, Finance
Subject Expertise
- CFP
- Series 7
- Business
- Series 7 - General Securities Representative Exam (Stockbroker)
- +29 subjects
Education & Certification
- Milwaukee School of Engineering- Bachelor of Engineering, Electrical Engineering
- Roosevelt University- Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SAT Subject Test in Mathematics Level 1
- College Biology
- High School Business
- +84 subjects
Richard: CFP course instructor
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
- Personal Finance
- CFA - Chartered Financial Analyst - Level 2
- Stock Trading 101: Investing Basics
- +31 subjects
Krista: CFP course instructor
…(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, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that I have...
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
- Economics
- Intermediate Accounting
- AP Macroeconomics
- +18 subjects
Scot: CFP course instructor
…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 that these are very important characteristics of an impactful education! I look forward to helping you...
Education & Certification
- Pennsylvania State University-Main Campus- Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 82
- Series 6
- Series 16
- +12 subjects
Donald: CFP course instructor
…leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as a Financial 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...
Education & Certification
- United States Naval Academy- Bachelor of Science, History
- Louisiana State University-Shreveport- Masters in Business Administration, Finance
Subject Expertise
- CFP
- Middle School Math
- College English
- Public Speaking
- +35 subjects