Top CFP Tutors serving Leeds
Blake: Leeds CFP tutor
...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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- College Government
- +71 subjects
Richard: Leeds 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 66
- Series 7
- CFA
- +31 subjects
Eric: Leeds 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 7 - General Securities Representative Exam (Stockbroker)
- Series 57
- Series 10
- +10 subjects
Melinda: Leeds CFP tutor
...in professional opportunities to develop curriculum for other accountants, I've felt the most satisfaction in my work. I love helping others, and in particular, I have a passion for helping others learn more easily, especially those who are struggling the most. In my spare time, I like to practice creative writing, and maintain a daily...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- COMPASS Writing Skills
- Accounting
- +80 subjects
Garrett: Leeds CFP tutor
...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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Technology and Coding
- Microeconomics
- Productivity
- +9 subjects
James: Leeds CFP tutor
...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...
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
- RICP - Retirement Income Certified Professional
- WMCP - Wealth Management Certified Professional
- Series 53
- +27 subjects
Aaron: Leeds CFP tutor
...time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting....
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- +7 subjects
Scot: Leeds CFP tutor
...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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 7
- Series 4
- Series 9
- +12 subjects
Joshua: Leeds CFP tutor
...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
- Insurance License
- Series 66
- Series 6
- +8 subjects
Alejandro: Leeds CFP tutor
...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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Roman: Leeds CFP tutor
...my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- Series 65
- +60 subjects
Krista: Leeds CFP tutor
...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...
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 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +18 subjects
Gordon: Leeds CFP tutor
...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...
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
- Real Estate License - New York
- CPA
- +58 subjects
Isaac: Leeds CFP tutor
...younger advisors on my team study for their series exams (SIE, series 6, 7, 63, 65, and 66). I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams....
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- Insurance License
- Series 66
- +9 subjects
Michael: Leeds CFP tutor
...to certification a successful and enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess your strengths and weaknesses to create a personalized study plan that focuses on areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I provide insights...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 10
- Series 65
- SIE
- +12 subjects
Jorge: Leeds CFP tutor
...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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 66
- Series 63
- SIE
- +38 subjects
Austin: Leeds CFP tutor
...down with students so that everyone can understand. I obtained my CFP (Certified Financial Planner) back in 2021 & have been a Financial Advisor since I graduated college back in 2019. Our practice specializes in financial planning & focusing on the 13 wealth management issues, so please allow me to help assist you in understanding...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Finance
- Professional Certifications
- Business
Benjamin: Leeds 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 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 9
- +24 subjects
Sarah: Leeds CFP tutor
...your circumstances, learning style, and needs. Whether you need a sounding board to confirm your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha" moment! I also dedicate time to test-taking techniques, including those specifically for the CFP, that increase odds of student's success. I would...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 26
- Series 63
- Series 7
- +9 subjects
Will: Leeds 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
Private CFP Tutoring in Leeds
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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You can learn more efficiently and effectively because the teaching style is tailored to you.
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