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Chartered Financial Analyst (CFA) - Exam Specialist. Ignite your mind!
Brett D.

6 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $100
Response time: 1 hour

About Brett


Bio

I am new to Wyzant, but have been tutoring CFA Exam Prep independently for several years and love sharing my knowledge and experience with students and adults of all ages and backgrounds.

I hold a Bachelor’s degree in Accountancy from the University of Illinois and have 23+ years of real world experience in public accounting and investment management.

I am patient, thorough, a good listener, and I can tailor our time together to best suit your individual needs. Good communication and...

I am new to Wyzant, but have been tutoring CFA Exam Prep independently for several years and love sharing my knowledge and experience with students and adults of all ages and backgrounds.

I hold a Bachelor’s degree in Accountancy from the University of Illinois and have 23+ years of real world experience in public accounting and investment management.

I am patient, thorough, a good listener, and I can tailor our time together to best suit your individual needs. Good communication and a positive outlook are also very important to me as a tutor and we will discuss how you learn best and adapt our strategies accordingly. I’m also happy to share my personal test taking methods and preparations which have proven to be successful for me across high level exams.

During a tutoring session, in addition to answering any specific questions you have, we can review sample problems from the CFA Curriculum, mock exams, and discuss overall test taking strategies. I also stress the importance of time management as well as developing good study habits and routines.

Passing the CFA exams requires discipline and a rigorous amount of studying typically over multiple years. By tutoring with me, I can help you learn better, stay on track, and remain focused and motivated to pass.

My goal is to share my knowledge and experience with you to help put you on the best path forward to success.

I look forward to hearing from you!


Education

University of Illinois
Accounting

Policies

  • Hourly Rate: $100
  • Rate details: A 1-Hour minimum session required.
  • Lesson cancellation: 8 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

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Approved Subjects

CFA

CFA

I have been a CFA Charterholder since 2015, maintain an active CPA license, and am also a Certified Financial Planner® Professional. My work experience consists of 23 Years Exp in Public Accounting & Investment Management with a focus on tax, financial statements, equities, fixed income, derivatives, portfolio management, and wealth management. Passing the CFA exams requires discipline and a rigorous amount of studying typically over multiple years. By tutoring with me, I can help you learn better, stay on track, and remain focused and motivated to pass. My goal is to share my knowledge and experience and help put you on the best path to success.
Finance

Finance

Regarding finance, I specifically love working with and analyzing investments including, stocks, bonds, fixed income, mutual funds, and derivatives. I also have expertise on financial statement preparation & analysis across multiple industries. I also enjoy teaching and sharing my knowledge on financial planning, budgeting, managing debt, saving, money, and economics.
Financial Accounting

Financial Accounting

Regarding financial accounting, I specifically love working with numbers and how they all fit together to capture how a business is performing and then reviewing and analyzing those numbers to guide stakeholders to make informed decisions regarding budgets, forecasts, cash flow, financial statements, and tax returns. I also enjoy teaching and sharing my knowledge on basic accounting principals like debits and credits, assets, liabilities, equity, accruals, bookkeeping, and other GAAP and IFRS rules and concepts.
Tax Accounting

Tax Accounting

I have 10+ Years experience with both a national & local CPA firms. I focus on tax accounting specifically related to individuals, small businesses, S-Corps, and partnerships. Additionally, I have expertise on financial statement preparation & analysis across all industries.
ACT English
English
Series 7
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Response time: 1 hour

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Hourly Rate: $100
Response time: 1 hour
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