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Over 10 tutoring hours

Sandy H.

Bountiful, UT

$40/hour

15+ yrs pro. Used to train at Fidelity Investments

5.0 average from 4 ratings
Sandy is very knowledgeable about the finance industry.
— Josh, Saratoga Springs, UT on 8/1/15

$40/Hour


Send a message explaining your needs and Sandy will reply soon.

Response time: 6 hours

Contact Sandy

University of Utah
Financial Planning

Education

University of Utah (Financial Planning)

About Sandy

I am a Certified Financial Planner CFP®. I have been in the Investment industry since the 1990's. I used to train new hires to prepare for their series 7, 6, and 63 exams. In addition to these licenses, I have my series 65 and life/health license. My degree is in Consumer and Community Studies with emphasis in Financial Planning.
I believe one key to studying is knowing what you need to do to pass the exam. There are parts that you will not use in your career but must know them to pass the exam. Also, you can greatly improve your success by emphasizing certain areas. You can be weak in some areas and still do just fine on your total score, but it is important to know what areas you need to be strong in.
I like to work with students who are committed to following a plan of success, and who are accountable.

At this stage knowing the real world application of some things is not necessary. However, I have also found that showing how it relates to the real world is very effective in remembering the concept. I have been in the industry a long time and like to relate real world experiences where it is helpful.

If you are serious about properly preparing for your exam(s). Please let me know and we will get working with a plan to get you that license.
I am a Certified Financial Planner CFP®. I have been in the Investment industry since the 1990's. I used to train new hires to prepare for their series 7, 6, and 63 exams. In addition to these licenses, I have my series 65 Read more

Policies
Cancellation
24 hours notice required
Travel Radius
Travels within 15 miles of Bountiful, UT 84010

"Sandy is very knowledgeable about the finance industry."

- Josh, Saratoga Springs, UT on 8/1/15

"Knowledgeable and patient tutor"

- Lisa, Salt Lake City, UT on 11/16/16
Test Preparation:
Series 63, 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.

Series 7

I used to be a trainer for new hires at Fidelity Investments for Series 7, 63, and 6. My first time pass rate was 85%. Including my second time testers, the total jumps to 95% pass rate in first or second attempts. My degree is in Consumer & Community Studies with emphasis in Financial Planning.
I also taught investing and trading techniques for over 4 years as my full time occupation.
I have had my licenses for over 15 years and I think it is a fabulous industry to be in.

University of Utah
Financial Planning

Education

University of Utah (Financial Planning)

Sandy is very knowledgeable about the finance industry. — Just better ways to study for the test and to break things down. Help me with better ways to do my interview. ...

— Josh, Saratoga Springs, UT on 8/1/15

Hourly rate

Standard Hourly Rate: $40.00

Cancellation: 24 hours notice required

Travel policy

Sandy will travel within 15 miles of Bountiful, UT 84010.