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Fred W.

Business Finance Specialty Tutor

Business Finance Specialty Tutor

$40/hour

  • 65 hours tutoring

  • Boca Raton, FL 33431


See Fred W.’s schedule

Response time: 8 hours

About Fred


Bio

My experience consists of teaching math concepts to students who are preparing for either classroom or standardized testing. In addition, I have experience in teaching business and finance lessons to professionals. My teaching methodology is to assess your level of understanding of the material, present the information to you clearly and concisely, check for your understanding, repeat the information if necessary, and to be supportive of your learning. I try to use humor in my lessons to keep...

My experience consists of teaching math concepts to students who are preparing for either classroom or standardized testing. In addition, I have experience in teaching business and finance lessons to professionals. My teaching methodology is to assess your level of understanding of the material, present the information to you clearly and concisely, check for your understanding, repeat the information if necessary, and to be supportive of your learning. I try to use humor in my lessons to keep them light.

I was always good at math and standardized testing and have a passion for helping you achieve your test goal. I understand the concepts on the math portion of the ACT/SAT and can teach you both content and test taking strategies. There is nothing better than seeing you have that "Aha" moment!

I was the manager of a corporate training department for a large financial services firm. I taught banking and finance classes for the American Institute of Banking. I have successfully taken many professional licensing exams as well as helped colleagues do the same. I own and operate my own business and hold the Certified Financial Planner designation which qualifies me for tutoring in these areas.

If you need help with math, business/finance or test taking, please contact me. I am sure that I can help you have success!


Education

University of Florida
Banking and Finance
Nova University
Graduate Coursework

Policies

  • Hourly rate: $40
  • Tutor’s lessons: In-person
  • Travel policy: Within 20 miles of Boca Raton, FL 33431
  • Lesson cancellation: 2 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Business,

Business

I have been in the business world for over 40 years in operations, sales and management including managing a corporate training department. I have trained 100's of individuals in a variety of business topics. I worked with the American Institute of Banking to teach night classes to bankers and was named instructor of the year. When teaching, I am prepared, clear and concise in my delivery, able to check for understanding and repeat information, and remain patient for those needing extra help.
Finance,

Finance

I have a CFP designation and am currently helping bachelor and MBA candidates with finance courses. In addition I tutor securities brokers for SEC exams.
Series 63,

Series 63

I have extensive knowledge and experience in the brokerage business. I currently hold the Certified Financial Planner designation. I actually took and passed the Series 63 test twice due to a corporate change. I have helped other colleagues with this exam as well as the series 66.
Series 7

Series 7

I have extensive experience and knowledge in the brokerage business. I hold the Certified Financial Planner designation. I have taken this exam twice due to a corporate change and received one of the highest test grades in the company on the second test. I also took and passed all of the related brokerage principal exams (4) total and helped other colleagues to pass the same.

Corporate Training

Business,

Business

I have been in the business world for over 40 years in operations, sales and management including managing a corporate training department. I have trained 100's of individuals in a variety of business topics. I worked with the American Institute of Banking to teach night classes to bankers and was named instructor of the year. When teaching, I am prepared, clear and concise in my delivery, able to check for understanding and repeat information, and remain patient for those needing extra help.
Finance

Finance

I have a CFP designation and am currently helping bachelor and MBA candidates with finance courses. In addition I tutor securities brokers for SEC exams.

Homeschool

Geometry,

Geometry

Geometry is my favorite math subject. I have tutored high school students in Honors Geometry including my own son. My style is to keep it interesting by making it fun! Remember Pie are round, brownies are square!
Algebra 1, Algebra 2, Prealgebra, Precalculus, SAT Math

Math

Geometry,

Geometry

Geometry is my favorite math subject. I have tutored high school students in Honors Geometry including my own son. My style is to keep it interesting by making it fun! Remember Pie are round, brownies are square!
ACT Math, Algebra 1, Algebra 2, Prealgebra, Precalculus, SAT Math

Most Popular

Geometry,

Geometry

Geometry is my favorite math subject. I have tutored high school students in Honors Geometry including my own son. My style is to keep it interesting by making it fun! Remember Pie are round, brownies are square!
Algebra 1, Algebra 2, Prealgebra, Precalculus

Other

Finance

Finance

I have a CFP designation and am currently helping bachelor and MBA candidates with finance courses. In addition I tutor securities brokers for SEC exams.

Summer

Geometry,

Geometry

Geometry is my favorite math subject. I have tutored high school students in Honors Geometry including my own son. My style is to keep it interesting by making it fun! Remember Pie are round, brownies are square!
Algebra 1, Algebra 2, SAT Math

Test Preparation

Series 63,

Series 63

I have extensive knowledge and experience in the brokerage business. I currently hold the Certified Financial Planner designation. I actually took and passed the Series 63 test twice due to a corporate change. I have helped other colleagues with this exam as well as the series 66.
Series 7,

Series 7

I have extensive experience and knowledge in the brokerage business. I hold the Certified Financial Planner designation. I have taken this exam twice due to a corporate change and received one of the highest test grades in the company on the second test. I also took and passed all of the related brokerage principal exams (4) total and helped other colleagues to pass the same.
ACT Math, SAT Math

Ratings and Reviews


Rating

4.9 (15 ratings)
5 star
(14)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

Knowledgeable and easygoing

Fred offered a very clear and detailed explanation on how to translate the question into a formula to retrieve the answer very easily. Helped to identify “only info needed” to answer and how to eliminate the rest.

Gary, 7 lessons with Fred

Incredibly knowledgeable!

We went over suitability, municipalities, formulas. He is a great listener and teaches you in a very calm and collected matter. He has a wide knowledge of the Financial Industry and applies it toward whatever topic he is teaching you. Great tutor and even better guy!!

Gustavo, 1 lesson with Fred

Great tutor

Fred is very knowledgeable and patient. He breaks down and explains the material in a way that makes it easier to understand, at a price that's more than fair. I would definitely recommend Fred to anyone who is preparing for the Series 7.

Drew, 1 lesson with Fred

Great Tutor

He is very knowledgeable, and does a great job of making everything make sense to me, he is always very accessible to me to answer any questions I may have even on a daily basis.

Alexander, 3 lessons with Fred

Experienced, easy to understand. Friendly.

Lays out a strategy for success and helps impliment effective study tips to get to through the things you're having trouble interpreting.

Alex, 1 lesson with Fred

$40/hour

Fred W.

$40/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Fred

Response time: 8 hours