1st lesson free
Alex's profile and their contact details have been verified by our experts
Alex
- Rate $168
- Response 1h
-
Students2
Number of students Alex has accompanied since arriving at Superprof
Number of students Alex has accompanied since arriving at Superprof
$168/hr
Contact
1st lesson free
Certified Financial Planner teaching the SIE exam. Powerful 3-stage no-fluff process that gets results. Active industry expert with proven real-world and academic knowledge.
Lesson location
- online
About Alex
My passion for helping others learn stems from the unique satisfaction that comes from the epiphany of learning. In addition to tutoring students in the finance field, I own and operate an independent financial planning firm. After college, I joined the financial services industry, eventually getting my Series licenses, Certified Financial Planner designation, and insurance licenses. I've passed all of my licensing and certification tests in the financial services field on the first attempt, including the CFP. This is thanks to my mastery of financial concepts and understanding of test-taking logic and strategy. When you work with me, I will show you the best practices, strategies, and techniques that allowed me to pass the CFP in UNDER SIX MONTHS with a 90% blended score on my only full practice exam. Most candidates spend at least a year on their first attempt! I know which methods work and which are a waste of precious effort! Working with me, you will have an expert partner to help encourage, teach, guide, collaborate, and hold you accountable for your goals! Over my academic and professional career, I've had the chance to help peers, colleagues, and students across various subjects, including English writing, SIE, Series 6/7/63/65/66 licensing, and the Certified Financial Planner designation. I also teach literature, finance, and philosophy. My teaching philosophy emphasizes understanding the subject's conceptual "big picture." Understanding the concepts provides an excellent framework for filling in the specific details and supporting memory retention over time. My goal is to prioritize authentic learning, enabling my students to pass their tests and, more importantly, grow as professionals.
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About the lesson
- All Levels
- English
All languages in which the lesson is available :
English
As a tutor, I have developed a reliable process to pass the Series exams and the CFP. I work to customize this proven framework to every unique situation and learning preference.
One of my areas of expertise is teaching concepts in a detailed yet practical way. I do my best to prepare students not only for their exams but for a head start in their financial service careers!
I offer flexible scheduling for busy professionals!
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Rates
Rate
- $168
Pack prices
- 5h: $840
- 10h: $1511
online
- $168/h
free lessons
The first lesson with Alex will allow you to get to know each other and discuss your needs for future lessons.
- 30mins
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