Joe Nissim, Cfa, Cfp® Email & Phone Number

Let's be honest: Learning a new subject can be challenging and uncomfortable, especially as an adult.Trying to learn from a book or online videos will leave you feeling lost and struggling to keep up.It's impossible to learn if you are:- Reading and taking notes- Getting anxious just thinking about the exam- Dreading studying- Putting off studying until the weekend- Searching the internet for better explanations- Watching Youtube videos to understand complex topicsAnd to make matters worse, the more you read the book, the more confused you get.That's where I come in.I've spent the last 12 years teaching over 1,000 students everything from basic arithmetic to Phd's in Finance. They have all succeeded not because they learned how to memorize a formula or because they can recite something from their book - but because they learned how to learn.Learning is an art - not a science. Anyone can memorize a formula, but only a few understand how to learn new topics quickly and easily.Once you learn how to learn - you can break down any subject you like quickly, efficiently, and with ½ the effort it would normally take you.In addition, I will show you how to:- Learning according to your style- Breaking down complex concepts into simple steps- Creating Notes and methods that you can use now and, in the future,- Translate complicated concepts in everyday EnglishI help my students with the following:- Charter Financial Analyst (CFA) Level 1, Level 2, & Level 3- Certified Financial Planner (CFP)- SIE, Series 6, 7, 63, 65, 66, 79 (and most principal and commodity exams)A little about me......I have personally always excelled in Math. In high school, I cruised through Geometry, Algebra I, Algebra II, and Pre-Calc, earning an "A" in each subject. In college, my math skills only became more refined, I earned an "A+" in Calculus in my freshmen year. From there, I went on to earn my degree in Finance with honors.After college, I earned my Series 7, Series 3, Series 63, Series 65, Life Insurance License, and Health Insurance License, and became a Certified Financial Planner (CFP®). The CFP® is a premier certification that requires 18 months of intensive coursework culminated with a 10-hour, 2-day exam testing Insurance Planning, Tax Planning, Estate Planning, Investment Planning, and Retirement Planning.In December 2019, I started a 23-month journey to earn my CFA. Despite the complications of the COVID-19 pandemic, I passed all three levels in under two years, making my full charter in November of 2021.

Listed skills include Investments, Portfolio Management, Investment Strategies, Finance, and 15 others.

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  Rutgers University

  Finance