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.
Blake: CFP test prep instructor
...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, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach are personal finance, economics,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- High School Economics
- AP World History
- Social Sciences
- +71 subjects
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
- Study Skills and Organization
- Series 6
- Professional Certifications
- +8 subjects
John: CFP test prep 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
- Series 10
- Finance
- SIE
- +10 subjects
Hal: CFP test prep instructor
...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 and took an introducing...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- Series 7
- Human Resources
- Mac Basic Computer Skills
- +120 subjects
Donald: CFP test prep instructor
...States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know where possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus,...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- High School Level American History
- Elementary School Writing
- Professional Certifications
- +35 subjects
Garth: CFP test prep instructor
...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 University with my MBA...
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
- Economics
- Technical Certifications
- Professional Certifications
- +26 subjects
Krista: CFP test prep instructor
...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 helpful and previous students...
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
- Finance
- Professional Certifications
- +18 subjects
Zechariah: CFP test prep instructor
...can be to be a student as well, and the value of having some help from time to time. I have a Bachelor's degree in economics, am currently pursuing a Master's degree in the same subject, hold the Series 7 and Series 66 licenses, and have earned the Certified Investment Management Analyst (CIMA) designation. I am trying to be a life-long learner. We need more people committed to personal and professional growth and development. If...
Education & Certification
- Oregon State University - Bachelor of Science, Economics
- University of Missouri-Columbia - Master of Arts, Economics
Subject Expertise
- CFP
- Series 63
- Series 27
- Series 86
- +19 subjects
James Hlavaty: CFP test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Series 6
- Basic Computer Literacy
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
James : CFP test prep instructor
...Rutgers University, where I studied finance, management, marketing and real estate. After Rutgers, I spent a summer at the Asian-Pacific Management at the University of Hawaii, where I studied another interest of mine, international business. I later earned second post-graduate certificate in international business at Georgetown University. My first position after graduate school was as a commercial real estate broker with a firm now known as CBRE. After 14 years at CBRE, my finances were...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Calculus
- GMAT
- Adult Literacy
- +36 subjects
John: CFP test prep instructor
...I believe in the potential for any student to achieve an A 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 students gain much from their experiences from me,...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- ACCUPLACER WritePlacer
- Adult ESL/ELL
- AIS - Associate in Insurance Services
- +455 subjects
Kathleen: CFP test prep instructor
...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 Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the exam. My passion for teaching is revealed by sharing real world stories, test taking tips, and various...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- CFP
- Series 82
- Series 3
- Series 4
- +22 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
- Microsoft Office
- ACT
- Statistics
- +84 subjects
Konnor: CFP test prep instructor
...for helping others. I have been in the Financial Planning Industry for 4 years and have acquired multiple Series certifications as well as passing the CFP exam. Throughout my time in the industry I have grown accustom to breaking problems down, and explaining complex situations to help educate clients and co-workers. I would love nothing less to continue educating those who are pursuing a similar path! Let me know how I can help you along...
Education & Certification
- Gustavus Adolphus College - Bachelor in Arts, International Business
Subject Expertise
- CFP
- Series 3
- Series 7
- Insurance License
- +11 subjects
Victoria: CFP test prep instructor
...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, believing it to...
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 6
- Series 66
- Series 24
- +35 subjects
Aaron: CFP test prep instructor
...help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- Series 66
- Series 7
- +7 subjects
James: CFP test prep instructor
...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 advanced first aid instructor since 1991. I have been a Wilderness Advanced...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
- The American College - Master of Science, Financial Planning
Subject Expertise
- CFP
- CPA
- WMCP - Wealth Management Certified Professional
- Series 86
- +27 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
- Test Prep
- Series 66
- Finance
- +4 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
- AP Calculus AB
- Study Skills
- Math
- +39 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 86
- Personal Finance
- Series 57
- +10 subjects