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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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Raman’s Qualifications
Education & Certification

Undergraduate Degree: University of Houston-Downtown - Bachelor in Business Administration, Finance

Graduate Degree: Rice University - Certificate, Financial Planning

Hobbies

Hiking Traveling Audiobooks Playing Board Games Cooking Petting Puppies

Tutoring Subjects
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