Top CFP Tutors serving Calgary
Blake: Calgary CFP tutor
...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, I became one of the youngest CFP Professionals in the country in 2019. My...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Social Studies
- +71 subjects
Michael: Calgary CFP tutor
...have been working with some version of excel both as a banker and a business professional for more than 30 years. I have trained countless individuals (from work colleagues to students interning for me) both on the way excel works and how to make excel work to produce desired results. I use excel practically everyday;...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Study Skills
- Elementary School Writing
- +61 subjects
Richard: Calgary 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
- Series 7
- CPA
- Series 63
- +31 subjects
Benjamin: Calgary 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 66
- Series 52
- CPA
- +24 subjects
Sarah: Calgary CFP tutor
...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 their own pace, whether that means intensive preparation in a month or a more...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- CFP
- Series 63
- Series 66
- Series 6
- +36 subjects
Will: Calgary CFP tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Victoria: Calgary CFP tutor
...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 try to impart this appreciation to all of my students.
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 7
- SIE
- Exam IFM - Investment and Financial Markets
- +35 subjects
Christopher: Calgary CFP tutor
...where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and previous experience in higher education have equipped me with the skills to foster understanding and success in my students. I am dedicated to helping individuals navigate the financial landscape and achieve their career goals. My interests...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- SIE
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Sarah: Calgary CFP tutor
...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 to the exam, and how best to utilize your time based on your...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 63
- Series 26
- Series 79
- +9 subjects
Alejandro: Calgary CFP tutor
I graduated from the University of Arizona as an adult student. In 2022 I obtained my CFP(R) and a Financial Planning Certificate from Southern Methodist University. My passion is making complex topics easy to understand and using numbers to tell someone's life story. I enjoy developing and...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
James : Calgary CFP tutor
...can. Second, I like to draw on the depth and breadth of my experiences to explain a concept and very often by tying together several seemingly unrelated concepts and using an historical perspective. I don't just want my students to memorize things, I want them to understand why these things exist. Third, and most importantly,...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SAEE - The Special Agent Entrance Exam
- AFSP - Annual Filing Season Program
- SEE - Special Enrollment Exam
- +48 subjects
Peter: Calgary CFP tutor
...a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons (I am student too and tend to have a "hungry...
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 86
- Series 27
- Series 22
- +18 subjects
Prince: Calgary CFP tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- Series 65
- +1 subjects
Raman: Calgary CFP tutor
...Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 6
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +25 subjects
Mike: Calgary 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
- CFA
- Series 63
- Insurance License
- +84 subjects
James: Calgary CFP tutor
...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...
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
- WMCP - Wealth Management Certified Professional
- RICP - Retirement Income Certified Professional
- Series 79
- +27 subjects
Michael: Calgary CFP tutor
...lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to certification...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 65
- Series 24
- Series 66
- +12 subjects
Jorge: Calgary CFP tutor
...way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 6
- Insurance License
- Series 65
- +38 subjects
John: Calgary CFP tutor
...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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- ACSM - American College of Sports Medicine
- ARM-E - Associate in Management-Enterprise Risk Management
- CIA - Certified Internal Auditor
- +455 subjects
Gordon: Calgary CFP tutor
...MO. I received my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIA - Certified Internal Auditor
- CFA
- Real Estate License - New York
- +58 subjects
Private CFP Tutoring in Calgary
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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