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I have completed level I and II of the CFA, both on the first attempt, and still have the study material which I know very well. To further corroborate to my ability to tutor CFA material, I have worked in equity research for 8...
I have completed level I and II of the CFA, both on the first attempt, and still have the study material which I know very well. To further corroborate to my ability to tutor CFA material, I have worked in equity research for 8...
I was struggling so badly to pick up on options, munis and fixed income but he made it so easy for me to learn what I was doing wrong and fix it right away! I picked up on it so much faster than I ever imagined. Great teacher! Def... - Nirvana
I have taken and passed both exams. I have also taken and passed two other finance professional designations, the CAIA and the FRM.
I have taken and passed both exams. I have also taken and passed two other finance professional designations, the CAIA and the FRM.
Sebastian is a great tutor. He is a very professional and fun person to work with! He is very knowledgeable of both the FRM and CFA exam. I have taken two lessons with him. Highly recommended! - Manni, 2 lessons with Sebastian
I passed all three CFA exams on my first try while working in the financial industry and enrollment in a master’s program. I am happy to provide insights on how to study for the CFA exam while balancing other responsibilities. I...
I passed all three CFA exams on my first try while working in the financial industry and enrollment in a master’s program. I am happy to provide insights on how to study for the CFA exam while balancing other responsibilities. I...
I had a great experience working with Adrian for CFA prep. In just one meeting, he helped me build a clear, realistic, and flexible study plan that fits my schedule. Adrian really knew the CFA curriculum and offered advice on ba... - Andrew
I passed CFA level 2 exam and tutored level 1 and 2 CFA candidates taking the exam. I have been helping candidates in Financial Statement Analysis, Fixed Income, Equities, Markets and Economics. I have helped candidates with...
I passed CFA level 2 exam and tutored level 1 and 2 CFA candidates taking the exam. I have been helping candidates in Financial Statement Analysis, Fixed Income, Equities, Markets and Economics. I have helped candidates with...
Always informative and teaches the basics as well as advanced knowledge. Even in the setting of an urgent and short meeting he can quickly adapt lessons to get students to the right place! - R, 24 lessons with Tihamiyou
I passed all three levels of the CFA program on my first attempt — a achievement fewer than 20% of candidates ever complete. As a practicing CFA charterholder with over a decade of experience in finance and risk management, I...
I passed all three levels of the CFA program on my first attempt — a achievement fewer than 20% of candidates ever complete. As a practicing CFA charterholder with over a decade of experience in finance and risk management, I...
Aaron is so patient and very thorough, ensures the understanding of concepts and the how, what, why approach to problem solving. My kids loved working with him, highly recommend! - Lila, 8 lessons with Aron
...financial reporting. I help students build a strong conceptual foundation and sharpen their problem-solving skills across all CFA Levels. My lessons are structured, exam-focused, and tailored to each student’s learning style....
...financial reporting. I help students build a strong conceptual foundation and sharpen their problem-solving skills across all CFA Levels. My lessons are structured, exam-focused, and tailored to each student’s learning style....
I have provided dedicated tutoring for candidates preparing for the Chartered Financial Analyst (CFA) exams, with a focus on all three levels of the program. My tutoring approach combines deep subject-matter expertise with practical...
I have provided dedicated tutoring for candidates preparing for the Chartered Financial Analyst (CFA) exams, with a focus on all three levels of the program. My tutoring approach combines deep subject-matter expertise with practical...
Cindy is an awesome tutor! She takes her time to explain everything and makes sure you understand. She is kind and patient. Working with Cindy you will be in a no judgement zone! She is so intelligent, but will never make you feel... - Tania, 8 lessons with Cindy
I am a CFA Charterholder with a strong background in equity analysis, portfolio management, and financial modeling. I have several years of experience tutoring finance topics, including CFA exam preparation, where I focus on breaking...
I am a CFA Charterholder with a strong background in equity analysis, portfolio management, and financial modeling. I have several years of experience tutoring finance topics, including CFA exam preparation, where I focus on breaking...
I passed CFA Level II on my first attempt in 2026 after more than 500 hours of preparation, and I am currently preparing for CFA Level III in February 2027 on the Portfolio Management pathway, which keeps Level II material actively...
I passed CFA Level II on my first attempt in 2026 after more than 500 hours of preparation, and I am currently preparing for CFA Level III in February 2027 on the Portfolio Management pathway, which keeps Level II material actively...
For Levels 2 and 3 I passed the exam with over 70% in nearly every section of the multiple choice sections. I have been an active CFA charter holder since 2017.
For Levels 2 and 3 I passed the exam with over 70% in nearly every section of the multiple choice sections. I have been an active CFA charter holder since 2017.
George is an excellent tutor. He is articulate, organized, responsive, and does a fabulous job explaining concepts. I highly recommend him. - Dot, 4 lessons with George
I have a CFA and teach/tutor all aspects of the curriculum. Plus, I have worked in the field 35 years as a credit analyst and equity analyst.
I have a CFA and teach/tutor all aspects of the curriculum. Plus, I have worked in the field 35 years as a credit analyst and equity analyst.
I am studying for a CFA level I exam and Lisa has been a wonderful tutor. Given her credentials and work experience I was a bit nervous but she has been really patient and also very knowledgeable in areas of finance and economics... - Raj, 38 lessons with Lisa
I am a CFA charterholder since 2004. Also an MBA with major in Finance and Accounting from NYU (GPA 3.94, Dean's awards) Helped multiple CFA test takes pass the CFA level 1, 2, 3 tests
I am a CFA charterholder since 2004. Also an MBA with major in Finance and Accounting from NYU (GPA 3.94, Dean's awards) Helped multiple CFA test takes pass the CFA level 1, 2, 3 tests
Peter is an outstanding tutor! He helped my daughter improve her math score for the SAT significantly! In just a few weeks her score went from a 710 to a 780 thanks to Peter! He has a clear strategy and approach that includes his ... - Laurent, 12 lessons with Peter
I have 10 years experience in Corporate Banking and CFA Level III candidate 2020. I have extensive experience helping student for CFA Level 1 and 2.
I have 10 years experience in Corporate Banking and CFA Level III candidate 2020. I have extensive experience helping student for CFA Level 1 and 2.
Waqqas was able to tutor me for some last minute CFA level 1 concepts. I told him what I wanted to cover and he came prepared every time we met. He is knowledgeable, has lots of energy, and had a genuine interest in my success for... - Matthew, 3 lessons with Waqqas
I help CFA Level 1 candidates master the core finance concepts that make or break the exam — Corporate Finance, Financial Statement Analysis, Equity Valuation, and Portfolio Management. As an NYU Stern graduate, I earned A's in all...
I help CFA Level 1 candidates master the core finance concepts that make or break the exam — Corporate Finance, Financial Statement Analysis, Equity Valuation, and Portfolio Management. As an NYU Stern graduate, I earned A's in all...
Sam was very helpful and thorough as always. He is always available to meet when needed and is always thoroughly prepared for whatever the lesson involves - Noah, 15 lessons with Sam
.... This time includes experience auditing investment companies and private practice at an investment manager. I am also a CFA program participant having completed the three levels of the exam. ...
.... This time includes experience auditing investment companies and private practice at an investment manager. I am also a CFA program participant having completed the three levels of the exam. ...
I have passed the CFA Level 1 and also hold the Chartered Alternative Investment Analyst (CAIA) designation which has a lot of material crossover. I also have worked as a portfolio manager utilizing many of the CFA concepts for the...
I have passed the CFA Level 1 and also hold the Chartered Alternative Investment Analyst (CAIA) designation which has a lot of material crossover. I also have worked as a portfolio manager utilizing many of the CFA concepts for the...
Steven has helped deepen my son's understanding of complex topics, which also increased his confidence to efficiently and correctly solve problems. Steven has been flexible with scheduling and was highly knowledgeable and patient... - Karen, 17 lessons with Steven
Successfully passed the December 2011 CFA Level 1 exam on the first try.
Successfully passed the December 2011 CFA Level 1 exam on the first try.
We worked on Excel sheets for my CFA level 1 quant class. He caught up to speed really quickly after reviewing each problem and was able to guide me to the answers. Would highly recommend. - William
Active CFA charterholder since 1994; continuous work experience in retirement plan and corporate investments and commercial banking. Have kept current with the CFA Body of Knowledge.
Active CFA charterholder since 1994; continuous work experience in retirement plan and corporate investments and commercial banking. Have kept current with the CFA Body of Knowledge.
Jim was great at talking through components of the CFA exam at a conceptual level, and helping to see the big picture of why we're being tested on different areas. I greatly enjoyed working with him, and will look forward to worki... - Catherine, 12 lessons with Jim
I passed all three level of the CFA test on the first try and became a CFA charterholder. I used Kaplan for study materials at each level and did the Private Markets Pathway. While I think starting with a study provider is...
I passed all three level of the CFA test on the first try and became a CFA charterholder. I used Kaplan for study materials at each level and did the Private Markets Pathway. While I think starting with a study provider is...
Sarah was able to get me through a lengthy and tough Financial Accounting assignment. She was very patient and explained problems in a way that made it easy for me to understand. I will use her again and would highly recommend her... - Yvette, 4 lessons with Sarah
With over 7 years of experience in finance and investment analysis, I've successfully passed all three levels of the CFA exam. My comprehensive understanding of the CFA curriculum, coupled with my practical application of...
With over 7 years of experience in finance and investment analysis, I've successfully passed all three levels of the CFA exam. My comprehensive understanding of the CFA curriculum, coupled with my practical application of...
I passed all 3 parts of the exam and fulfilled all requirements for my charter on August 22 2019
I passed all 3 parts of the exam and fulfilled all requirements for my charter on August 22 2019
Jason is a great teacher. He helped me focus on areas that I needed to polish and spent a great deal of time fine tuning my understanding of some more complex topics. I was much more ready for the CFA level 1 because of his help a... - Christopher, 7 lessons with Jason
Over a 5 year period, I spent 300+ hours studying for the 3 CFA Exams, passing both Levels I and II on the first try and passing Level III on the second try. I also tutored Columbia MBA students on CFA topics as well as related...
Over a 5 year period, I spent 300+ hours studying for the 3 CFA Exams, passing both Levels I and II on the first try and passing Level III on the second try. I also tutored Columbia MBA students on CFA topics as well as related...
I passed all three levels of the CFA exam and am an active CFA charter-holder with the New York society. Additionally, I hold a degree in finance from the George Washington University School of Business, and am taking graduate...
I passed all three levels of the CFA exam and am an active CFA charter-holder with the New York society. Additionally, I hold a degree in finance from the George Washington University School of Business, and am taking graduate...
Helped with some last-minute CFA Level 3 review. Knowledgeable and good explanations, definitely made a difference in my final preparations. He was flexible with scheduling and helped structure the lesson to suit what I needed. - James, 4 lessons with Nicholas
I passed CFA Program Level I and Level II exams. I have been teaching CFA since 2012 and I really enjoy the rich body of knowledge the CFA program have and I like teaching it. I tutored many students that passed the exam and I...
I passed CFA Program Level I and Level II exams. I have been teaching CFA since 2012 and I really enjoy the rich body of knowledge the CFA program have and I like teaching it. I tutored many students that passed the exam and I...
He makes Financial Management concepts seem easy! So knowledgeable and explains concepts very well :) thank you, I feel more confident taking the midterm exam now :) - Daisy, 56 lessons with Ehaab
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CFA tutors in Orange County, CA, help learners prepare for the Chartered Financial Analyst exams by providing personalized instruction for Levels I, II, and III. These tutors, often found through Wyzant or other specialized financial education platforms, offer in-person and online sessions tailored to each student’s needs.
The CFA program covers a wide range of finance topics, including investment tools, asset valuation, portfolio management, and ethics. Study sessions provide guidance on exam strategies, concept review, practice problems, and confidence-building techniques.
Wyzant supports aspiring financial professionals by connecting them with expert tutors who deliver structured, accessible lessons. Flexible scheduling and individualized instruction help students gain expertise efficiently and confidently.
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