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The Best Virtual, Live Tutoring for FINRA, CFP, & CFA Exams

Nissim Tutoring brings a virtual yet real classroom experience, coupled with the guidance of real instructors to help you fulfill your FINRA, CFP, & CFA exam dream. Get started!


Virtual, Live, & Hands-on Tutoring for FINRA, CFP, & CFA exams.

A real classroom, with a real instructor


Our Services



One - on - One Tutoring & Small Group Classes

CFP Logo

CFP Exam

One - On - One Tutoring & Small Group Review Courses

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CFA Exam

One -on - One Tutoring

Our Numbers


sessions with students and finance professionals in one-on-one or small group sessions. 


Exams passed, including the SIE, Series 7, Series 66, CFP, CFA 1, 2, & 3, and more .... 

100 +

Firms represented, including broker-dealers, insurance companies, hedge funds, private equity firms, RIAs, and more ....

About Us

Joe, a proud graduate of Rutgers University with a Bachelor of Science degree in Finance, faced hardships early in life due to poor financial advice following his father's passing. This experience led him to dedicate his life to providing sound financial counsel and education. He transformed his struggles into a successful career, guiding over 500 individuals to pass various finance exams. Driven by his own learning experiences and understanding of knowledge application, Joe's programs have earned praise, and he remains committed to raising the standards of the financial industry.


Clients Testimonials

Why Choose Us?


Scientific Based Method

We take you through a

specific method of learning backed by years of scientific studies used by schools and universities around the world.

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Learning First,
Testing Second

Learning is prioritized versus just doing hundreds of practice questions with the

hope of material "sticking".

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Active Learning

Learning happens when you

interact with material. This

doesn't happen through

lectures, but interactive


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Real Classroom

A real classroom with other

students who you get to

interact with every week.

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Real Teacher

A teacher who coaches you

to learn the material, rather

than lecturing you.

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Properly progress from lower levels of difficulty to higher levels of difficulty in specific and proven steps.

Our Philosophy

Fundamentals First

Every learning journey starts with fundamentals. No matter how sophisticated the concept is, it must start at its most rudimentary level. Every student must learn their fundamentals to set a solid foundation for learning.

Active Learning

Once a proper learning foundation is established, in order for learning to become internalized, it must be active. Active learning is when you, the student, engages in the process. Instead of watching your instructor explain concepts (as your eyes are glazing over and your mind drifts), you must be an active participant in your own learning. You must discuss, demonstrate,compare, contrast, paraphrase, analyze, and apply.

This is how concepts, that were just words on a page days before, become real knowledge you
can use.

Spaced Repetition

Spaced repetition is a way of learning through active recall, spread out across multiple study sessions. The "spaced" part of spaced repetition refers to the gaps of time in between study sessions. Practicing active recall at later and later intervals is important because you can strengthen your memory while fighting against your brain's forgetting curve.

Retrieval practice creates meaningful, deeper learning. Students who study through retrieval practice answer more questions correctly, deepen comprehension, build more complex connections and concept maps, and enhance learning from other material.

Progressive Adaptation

Progressive Adaptation is key to any study plan. As you master more and more, the degree ofdifficulty increases over time. Initially, the degree of difficulty should be low. As you understand more and more, the challenge becomes greater to continue building more connections and a deeper understanding.

Collaborative Learning

Group learning, also called cooperative learning, peer instruction, or team learning, refers to students who work together to learn.

Collaborative learning enhances critical thinking. This is because group learning fosters discussion and necessitates speaking, considering, and listening. The combination of ideas and perspectives also sparks a realm in which people get to think differently about situations andapproach problems in novel ways.

Clients Testimonials


Joe's program and teaching style were exactly what I needed to go in confident on test day. 


As a full time working mom of three young boys and wife to a full time working husband who was also in school, I needed support to make my exam the priority - and Joe’s coaching helped me do exactly that.  Joe planned plenty of time cushion into our prep schedule, but he also asked nothing less of us than to show up every class period prepared, no excuses. 


His deep dive into test worthy concepts and repetition helped me remember specific details while also being able to connect and apply everything together.  His logic of mimicking exam day with actual mock exams was key to getting my test anxiety under control, and by practice exam 3 of 5 I felt very well prepared.  For me competence is confidence, and - outside of the exam - I feel I walked away a better planner. 


I would recommend Joe to anyone looking for small group, personalized settings.  Thank you, Joe!"

Taynia Vakapuna, CFP
Austin Private Wealth
CFP Exam

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