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Jim M.

New York, NY

$89/hour

Series 7, CFA, Economics, and Finance

20+ Hours
Background check passed as of 8/21/15
5.0 average from 11 ratings

$89/Hour


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University of Waterloo
Economics
University of Southern California
Master's

Education

University of Waterloo (Economics)

University of Southern California (Master's)

About Jim

Looking for a tutor to speed up your understanding of the CFA curriculum, economics, finance, or accounting? You came to the right place :)

I primarily tutor for the CFA Exam (Levels I and II), and FINRA Series 7, 63, 86, and 87 exams. I also specialize in tutoring Economics, introductory Accounting, and Corporate Finance.

Given the increasingly competitive landscape in the financial services industry, I encourage my clients to keep their resumes beefed up with all of the credentials they can get, and my tutoring can help ensure success!

My academic background includes a Master of Arts in Economics from USC (U of Southern California) and a Bachelor of Arts in Economics from the University of Waterloo (Canada). My professional exam experience includes passing CFA Exams, Levels I and II, as well as Series 7, 63 86, and 87 exams. I have worked in equity research for 8 years and currently run a small investment partnership.

With a strong background in finance and economics, I have tutored many students interested in careers in financial services.

I ask for feedback at the end of every tutoring session, encourage questions on my teaching methods and material coverage, and include a free 10 minute discussion with each lesson for practical applications (e.g., stock market implications, tax policies, etc.).

While I have a 24-hour cancellation policy, I am very flexible with my tutoring times, and I will not charge for any lesson that a student feels was not helpful.

Please feel free to reach out with any questions you may have. I am here to provide you with the best possible tutoring service you can get!
Looking for a tutor to speed up your understanding of the CFA curriculum, economics, finance, or accounting? You came to the right place :)

I primarily tutor for the CFA Exam (Levels I and II), and FINRA Series 7, 63, 86, and 87 exams. I also specialize in tutoring Economics, introductory Accounting, and Corporate Finance.
Read more

Policies
Cancellation
24 hours notice required

For groups of two or more I will offer an hourly rate of $70 per hour per person.

Travel Radius
Travels within 10 miles of New York, NY 10031
Background Check: Passed
Test Preparation:
CFA,
Series 63,
Series 7
Business:
Economics,
Finance, Series 7

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

CFA

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 years, and am currently an analyst for a hedge fund (which both use the material in practice). I have studied much of the CFA material in graduate and undergraduate school as well in an academic setting.

Economics

Despite a career in finance, my academic background is largely focused around economics. I received a B.A. and M.A. in Economics from the U of Waterloo (Canada), and U of Southern California (USC), respectively. I also have 3 years experience tutoring economics, specifically at both the micro and macro levels, and can simplify concepts into practical examples to help students more easily absorb the material.

Series 63

I have completed the Series 63 exam on the first attempt, and know the material very well given my career in equity research. I have worked in equity research on the sell-side for 8 years, and have a lot of experience in a number of ethics-oriented training. I have also studied much of the CFA material which deals with similar ethics approaches as the Series 63 exam.

Series 7

I have the Series 7 license. I have been through the continuing education for the series 7 for the last 6 years as well. In addition to the Series 7 license I have passed Levels I and II of the CFA which has significant overlap with material from the Series 7 exam. Similarly, the experience I have gained from working in equity research on the sell-side for 8 years has also overlapped with content from the Series 7.

University of Waterloo
Economics
University of Southern California
Master's

Education

University of Waterloo (Economics)

University of Southern California (Master's)

Hourly rate

Standard Hourly Rate: $89.00

Cancellation: 24 hours notice required

For groups of two or more I will offer an hourly rate of $70 per hour per person.

Travel policy

Jim will travel within 10 miles of New York, NY 10031.