
Raman
Certified Tutor
I am Certified Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At 51Թ, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing your exams.
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Undergraduate Degree: University of Houston-Downtown - Bachelor in Business Administration, Finance
Graduate Degree: Rice University - Certificate, Financial Planning
Hiking Traveling Audiobooks Playing Board Games Cooking Petting Puppies
- Business
- CFP
- Exam IFM - Investment and Financial Markets
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- Personal Finance
- Series 6
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Stock Trading 101: Investing Basics