Our Courses
Meet Your Instructor
Joe Nissim is a proud graduate of Rutgers University with a Bachelor of Science degree in Finance. After an early life filled with financial difficulties, Joe has dedicated his career to providing sound financial counsel and education to as many people as possible.
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An acclaimed instructor, Joe has guided over 500 individuals to pass various finance exams, offering a science-based learning program with intimate, small group online classes.
Our Successes
10,000+
Sessions with students and finance professionals including one-on-one and small group sessions.
500+
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, & more.
Course Successes
Sid Misra, CFP
Financial Advisor, Beacon Financial Group
CFP Exam
After failing the Certified Financial Planner exam the first time, I knew I had to change my approach. Joe’s approach, much like an actual CFP, is to meet you where you are and to formulate a plan on how to get you to your goals. Joe was very accessible and took the time to make sure I fully understood the material, before moving on to the next topic. Without Joe’s help and guidance, I would not have passed. I am very happy I chose to work with him and have recommended him to many financial advisors in my network.
