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Joe N.

Series Exam & CFA Killer

Series Exam & CFA Killer

$170/hour

About Joe


Bio

Let's be honest: Learning a new subject can be tough and uncomfortable, especially as an adult.

Trying to learn from a book or online videos will leave you feeling lost and struggling to keep up.

It's impossible to learn if you are:
- Reading and taking notes
- Getting anxious just thinking about the exam
- Dreading studying
- Putting off studying to the weekend
- Searching the internet for better explanations
- Watching Youtube videos to understand complex topics

And to make matters...

Let's be honest: Learning a new subject can be tough and uncomfortable, especially as an adult.

Trying to learn from a book or online videos will leave you feeling lost and struggling to keep up.

It's impossible to learn if you are:
- Reading and taking notes
- Getting anxious just thinking about the exam
- Dreading studying
- Putting off studying to the weekend
- Searching the internet for better explanations
- Watching Youtube videos to understand complex topics

And to make matters worse, the more you read the book, the more confused you get.

That's where I come in.

I've spent the last 10 years teaching over 400 students everything from basic arithmetic all the way to CFA. They have all succeeded not because they learned how to memorize a formula or because they can recite something from there book - but because they learned how to learn.

Learning is an art - not a science. Anyone can memorize a formula, but very few people understand how to learn new topics quickly and easily.

Once you learn how to learn - you can break down any subject you like quickly, easily, and with ½ the effort it would normally take you.

In addition, I will show you how to:

- Learning according to your own individual style
- Breaking down hard concepts into simple steps
- Creating notes and methods that you can use now and, in the future,
- Translate complicated concepts in everyday English

I help my students with:

- Series 7
- CFA Level 1
- Accounting (100 -400 levels)
- Finance (100-400 levels)

A little about me......

I have personally always excelled in Math. In high school, I cruised through Geometry, Algebra I, Algebra II, and Pre-Calc, earning an "A" in each subject. In college, my math skills only became more refined, I earned an "A+" in Calculus my freshmen year. From there, I went on to earn my degree in Finance with honors.

After college, I earned my Series 7, Series 3, Series 63, Series 65, Life Insurance License, Health Insurance License, and became a Certified Financial Planner (CFP®). The CFP® is a premier certification that requires 18 months of intensive coursework culminated with a 10 hour, 2-day exam testing Insurance Planning, Tax Planning, Estate Planning, Investment Planning, and Retirement Planning.

I left my job at a prominent Wall Street firm in 2011 to run my several startups. I currently tutor full time.


Education

Rutgers University
Finance

Policies

  • Hourly Rate: $170
  • Rate details: Commitments to multiple hours blocks in excess of ten hours are subject to discounts.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 12/9/2015

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

CFA,

CFA

Since I started tutoring for the CFA, I have helped 100 students successfully pass with an 85% pass rate. How do you achieve an 85% pass rate? My students aren't smarter than anyone. They don't have photographic memories. They didn't study day and night. But they were exceptionally organized and only focused on the things that matter. That's what my system does- it keeps things simple! I have created a study plan that allows my students to stay to neat, organized, accountable, and to break down topics into easy parts. The best part isn't the pass rate, but most of my students have passed with very little stress and working a full-time job.
Finance,

Finance

I have tutored basic, Intermediate, and Advanced Corporate Finance and currently tutor for the CFA Level 1 & 2 which contain a significant amount of Corporate Finance topics.
Series 3,

Series 3

I passed the Series 3 exam with over 90%, studying only 2 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 63,

Series 63

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 65,

Series 65

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 66,

Series 66

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 7,

Series 7

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Financial Accounting, Managerial Accounting

Corporate Training

Finance

Finance

I have tutored basic, Intermediate, and Advanced Corporate Finance and currently tutor for the CFA Level 1 & 2 which contain a significant amount of Corporate Finance topics.

Other

Finance

Finance

I have tutored basic, Intermediate, and Advanced Corporate Finance and currently tutor for the CFA Level 1 & 2 which contain a significant amount of Corporate Finance topics.

Test Preparation

CFA,

CFA

Since I started tutoring for the CFA, I have helped 100 students successfully pass with an 85% pass rate. How do you achieve an 85% pass rate? My students aren't smarter than anyone. They don't have photographic memories. They didn't study day and night. But they were exceptionally organized and only focused on the things that matter. That's what my system does- it keeps things simple! I have created a study plan that allows my students to stay to neat, organized, accountable, and to break down topics into easy parts. The best part isn't the pass rate, but most of my students have passed with very little stress and working a full-time job.
Series 3,

Series 3

I passed the Series 3 exam with over 90%, studying only 2 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 63,

Series 63

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 65,

Series 65

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 66,

Series 66

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.
Series 7

Series 7

I took this exam and passed it achieving a score of 91%, studying only 3 weeks. I wasn't smarter than anyone. I don't have a photographic memory. I simply created a study plan that allowed me to neat, organized, accountable, and allowed me to break down topics into easy parts. The best part wasn't my score, but I passed with very little stress and working a full-time job. Since then, I have helped over 200 students pass Series exams using these very same techniques, including the 3, 7, 63, 65, 66, & 79.

Examples of Expertise


Joe has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (474 ratings)
5 star
(470)
4 star
(3)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews


Great tutor!

Joe had great tricks/supplements to memorizing confusing topics and was super patient and kind. Also suggested great studying techniques to use

Sara, 3 lessons with Joe

Great instructor! Organized and knowledgeable

Joe does a very good job explaining complex subjects in a simple and easy to remember way. I started studying with only a month before my CFA Level 1 exam and Joe couldn't of done a better job preparing me given the little time I had. Not only did he walk me through tough concepts, he also organized my study plan and held me accountable to study goals that kept me on a diligent routine up until the exam. Joe also gave me a lot of useful tip for how to prepare for the exam day outside of just knowing the material. Would highly recommend him to anyone!

Virginia, 13 lessons with Joe

Excellent Tutor

Joe was patient and passionate with me. We drilled down, didn't mess around, worked hard, and I passed. If you want to work hard and pass, Joe is your ideal partner.

Andrew, 8 lessons with Joe

Tutor who cares that you learn

Joe really took the time (& patience!) to make sure I understood the fundamental ideas behind each problem we worked on, asking me to explain back the concepts and talking through various real-world applications of the ideas. He was really patient, friendly, energetic, and extremely knowledgeable.

Manuela, 9 lessons with Joe

A wonderful mentor

Joe is really great at building your confidence and helping assure you master the material. He is patient, knowledgeable and great at breaking everything down.

Melissa, 4 lessons with Joe

One of the best accounting tutors of all time

Worked on the time value of money concept to prepare me for my analyst training at work at my current job at a buy-side investment company. Joe is the best at starting with explaining accounting concepts and building a solid foundation before diving into corporate finance exercises and eventually valuations. If you’re prepping for investment banking interviews I highly recommend tutoring with joe for a few months. He’ll definitely get you up to speed. Today we worked on bank overdrafts, bridge loans, and completed a few exercises on the CFA income statement exercises.

Amanda, 37 lessons with Joe

Great teacher

Joe helped explain a lot of ins and outs of the securities industry to someone who has mostly worked with insurance and bank products.

JT, 15 lessons with Joe

Extremely Knowledgeable, Patient, and Diligent Tutor - Highly Recommend

Joe is an absolutely fantastic tutor. I was struggling with material pertaining to the Series 66 examination and, with his help, was able to successfully navigate a path to passing. Upon our initial meeting we determined the areas needing most focus and then put together a customized study schedule, which we executed over the course of three weeks. Joe was extremely knowledgeable across the board, though especially in regard to exam material and test-taking strategy. His patience and diligence helped me develop a higher level of understanding and confidence when approaching the S66. I couldn't have done it without Joe's help. I'd highly recommend him for anyone seeking prep assistance.

Ryan, 9 lessons with Joe

Knowledgeable and awesome

Joe helped me pass my series 63 on my first attempt. He was very patient and understanding of my situation and helped me really calm down and focus. He has extensive knowledge of this exam, and so much more! I would highly recommend him to anyone looking to take a securities exam/anything in the financial industry! Thanks again, Joe!

Shelby, 5 lessons with Joe
Contact Joe

Response time: 3 hours

$170/hour

Joe N.

$170/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Joe

Response time: 3 hours