Search
Joe W.'s Photo

Joe W.

CPA, CFA Level III Candidate, Quickbooks Pro-advisor

CPA, CFA Level III Candidate, Quickbooks Pro-advisor

$75/hour

  • 7 hours tutoring

About Joe


Bio

I have successfully passed 2 levels of Charted Financial Analyst (CFA) exam and I am enthusiastic about helping students with the Finance-related questions.
Also, I have passed all sections of CPA exams, and I am an expert in solving accounting related problems. Quickbooks is the concentration of my professional practice.
I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well as related accounting issues.
Insurance license exam is another area of my...

I have successfully passed 2 levels of Charted Financial Analyst (CFA) exam and I am enthusiastic about helping students with the Finance-related questions.
Also, I have passed all sections of CPA exams, and I am an expert in solving accounting related problems. Quickbooks is the concentration of my professional practice.
I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well as related accounting issues.
Insurance license exam is another area of my expertise, as I have nailed the exam after fairly short period of preparation.
I pass all of the aforementioned examinations at the first attempt with top percentile scores, and I would like to share all of the fundamental knowledge and practical testing skills you need to pass the exams.

Certified Public Accountant

Mandarin Chinese is my mother language

CFA level 3 candidate

I would like to share all of the fundamental knowledge and practical testing skills you need to pass the exams.


Education

Capital University of Economics and Business
Accounting
Fordham University
Masters

Policies


Schedule

Loading...

Sun

Mon

Tue

Wed

Thu

Fri

Sat


Subjects

Business

CFA,

CFA

I passed Level 1 and Level 2 CFA examination both at the first attempt. I passed both of the exams with top 10% percentile scores. Portfolio management and the valuation of equity, fixed income, and derivatives investments were among the areas of my expertise.
Finance,

Finance

Passed 2 levels of Charted Financial Analyst (CFA) exam, General line Life and health insurance agent
Financial Accounting,

Financial Accounting

CPA, CFA Level 3 candidate
QuickBooks

QuickBooks

I am a Quickbooks Online Pro-Advisor.

Computer

QuickBooks

QuickBooks

I am a Quickbooks Online Pro-Advisor.

Corporate Training

Chinese,

Chinese

I grew up in China and with Mandarin-speaking environment.
Finance

Finance

Passed 2 levels of Charted Financial Analyst (CFA) exam, General line Life and health insurance agent

Language

Chinese

Chinese

I grew up in China and with Mandarin-speaking environment.

Other

Finance

Finance

Passed 2 levels of Charted Financial Analyst (CFA) exam, General line Life and health insurance agent

Summer

Chinese

Chinese

I grew up in China and with Mandarin-speaking environment.

Test Preparation

CFA

CFA

I passed Level 1 and Level 2 CFA examination both at the first attempt. I passed both of the exams with top 10% percentile scores. Portfolio management and the valuation of equity, fixed income, and derivatives investments were among the areas of my expertise.

Ratings and Reviews


Rating

4.3 (3 ratings)
5 star
(2)
4 star
(0)
3 star
(1)
2 star
(0)
1 star
(0)
Contact Joe

Response time: 40 minutes

$75/hour

Joe W.'s Photo

Joe W.

$75/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: 40 minutes