Varsity Tutors is here to assist you in finding CFP prep dedicated to helping you prepare for the CFP Certification Examination. Earning a high score on the CFP exam and becoming a Certified Financial Planner (CFP) can give you an edge in the competitive job market, and taking CFP classes can greatly improve your chances of performing well on test day. Based on an initial assessment of your strong and weak points in the subject, your CFP class can be designed to make sure you focus more on the material of greatest concern. During your CFP test prep you will have the freedom to ask questions as they come up, and your tutor can address any concerns you might have about the exam. With your CFP test prep moving at a pace that suits you best, you are given a better opportunity to understand confusing concepts before approaching the next lesson. Here is a list of some of the topics you can expect to see on the CFP exam:
CFP Topics (Non-Comprehensive)
- Fiduciary
- Consumer protection laws
- Financing strategies
- Time value of money concepts
- Financial aid
- Gift/income tax strategies
- Property and casualty insurance
- Insurance policy selection
- Investment strategies
- Alternative investments
- Tax reduction techniques
- Tax consequences of property transactions
- Regulatory considerations
- Distribution rules and taxation
- Marital Deduction
- Post Mortem estate planning techniques
As shown above, your CFP exam will require you to demonstrate an understanding of a wide range of topics. Everyone has their own area of difficulty when approaching these subjects, which is one of many reasons why CFP tutoring can be helpful. CFP tutors can identify you biggest trouble spots and make sure you spend extra time reviewing relevant material. For example, you might need help understanding some of the different types of investment strategies. CFP prep can utilize sample test questions as a teaching method to increase your comfort level with that topic with the goal of making you feel more confident by the time you have to sit down and take the CFP exam. A CFP course can also expose you to the different types of question formats you might find on the test. To give you a better idea of what to prepare for on the CFP exam, here are a few examples of the concepts and topics that will be incorporated into your test questions:
Exam questions integrate tasks from CFP Board's list of Job Task Domains:
- Establishing and defining the client-planner relationship
- Gathering information necessary to fulfill the engagement
- Analyzing and evaluating the client's current financial status
- Developing the recommendation(s)
- Communicating the recommendation(s)
- Implementing the recommendation(s)
- Monitoring the recommendation(s)
- Practicing within Professional and Regulatory Standards
If you're interested in becoming a Certified Financial Planner, you know how important the CFP exam can be. Varsity Tutors understands that you want to be prepared for this pivotal test, which is why we strive to make it as easy as possible to connect with CFP test preparation. CFP prep is simple to schedule, and there is the convenient Live Learning Platform online, to help make your CFP test prep easily accessible. If you have a busy schedule, this might be the option for you. With this platform, you also have the ability to access your online CFP test prep via your mobile devices. Now,you're able to learn from almost anywhere and receive academic assistance through CFP prep, regardless of how full your calendar might be. Call us today if you'd like to find out more information about the CFP courses that are available to you. Varsity Tutors can answer any questions or concerns and match you with the appropriate CFP class for your needs.
Hal: CFP test prep instructor
...that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- Series 10
- Real Estate License - New York
- Series 79
- +171 subjects
Adam: CFP test prep instructor
Financial professional with experience tutoring and personally passing various industry exams.
Education & Certification
- Loyola University Maryland - Bachelor in Business Administration, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 63
- +4 subjects
Victoria: CFP test prep instructor
...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 how their new knowledge will apply to real-life scenarios. I am also a firm proponent of...
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
- SIE
- Series 6
- Series 26
- +35 subjects
Eric: CFP test prep instructor
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 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- +10 subjects
Nicholas: CFP test prep instructor
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 31
- CFA
- Series 65
- +43 subjects
Jacarri: CFP test prep instructor
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.
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications
Joshua: CFP test prep 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 66
- Insurance License
- Series 7
- +8 subjects
Peter: CFP test prep instructor
...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 same feeling a student may have. As 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...
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 3
- Series 26
- Series 57
- +18 subjects
Raman: CFP test prep instructor
...different than being an educator or a coach. My passion is to teach my clients on 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 finance and financial services...
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
- SIE
- +25 subjects
James: CFP test prep instructor
...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 a...
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
- CLU - Chartered Life Underwriter
- Insurance License
- Series 53
- +27 subjects
Sarah: CFP test prep instructor
...is what drew me to the field of financial planning in the first place. I 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...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 26
- Series 7
- Series 65
- +9 subjects
Mike: CFP test prep instructor
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
- Exam IFM - Investment and Financial Markets
- Insurance License
- +84 subjects
Krista: CFP test prep instructor
...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 found...
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 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
James : CFP test prep instructor
...Special Enrollment Exam, the test for becoming an EA, through the community colleges. So much for my academic background and work experience. What is my teaching philosophy? First, I am a people person. I seek to connect with my students in a way that no automated learning system 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...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SEE - Special Enrollment Exam
- AFSP - Annual Filing Season Program
- SAEE - The Special Agent Entrance Exam
- +42 subjects
Jorge: CFP test prep instructor
...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 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 gain confidence and focus...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- SIE
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +36 subjects
Alejandro: CFP test prep instructor
...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 motivating others. I spent the last decade in the corporate world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory Firm in Texas. I have over a decade of experience in Finance, Banking, Lending,...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Garth: CFP test prep instructor
...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 variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola...
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 24
- Series 6
- Series 65
- +26 subjects
Scot: CFP test prep instructor
...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 in...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 57
- Series 82
- Series 4
- +12 subjects
Michael: CFP test prep instructor
...Perhaps I should invite you on a short walk through my education background or professional engagements? Should we focus on what qualifies me to coach you or your daughter or son on various academic subjects or the college admissions process or professional skills and their application? In truth, I don't think any of the above is a specific reason to engage me, yet I would be lying to say I think it meaningless. Leaving the...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Computer Programming
- College Business
- +61 subjects
Will: CFP test prep instructor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 7
- +4 subjects