I've passed the exams.
I've worked in the investment industry for over 25 years.
Now I help others do the same.
Your Tutor
Penny Hill, Master of Science — Finance
Certified Investment Management Analyst (CIMA®)
My career in financial services spans more than 25 years — working across securities, investment management, and insurance. During that time, I earned and maintained licenses across the full spectrum of FINRA and state exams, including the Series 7, 63, 65, 66, 24, 52, and SIE, as well as a North Carolina Life and Health Insurance license.
I pursued my education with the same intensity I bring to tutoring — earning a 4.0 GPA at both the undergraduate and graduate levels, culminating in a Master of Science in Finance. I also hold the Certified Investment Management Analyst (CIMA®) designation, one of the most demanding credentials in the investment advisory profession.
After years in the industry, I found my greatest satisfaction in helping others navigate the licensing process. These exams are challenging — not because the concepts are impossible, but because the material is dense, the stakes feel high, and most candidates are preparing on their own. I change that equation.
My approach is personal, patient, and practical. I meet you where you are, explain things clearly, and make sure you walk into your exam ready — not just prepared, but confident.
Decades of hands-on experience in capital markets, investment management, and securities — giving students real-world context that textbooks simply cannot provide.
Earned a Master of Science in Finance with a 4.0 GPA, alongside a 4.0 undergraduate GPA — demonstrating the same disciplined approach to learning I bring to every tutoring session.
The Certified Investment Management Analyst designation is one of the most rigorous certifications in the investment advisory field, requiring advanced coursework, examination, and ongoing education.
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Every student comes in with a different background. I start by understanding what you already know, where you struggle, and how you learn best.
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Licensing exams are dense. I translate complicated regulatory concepts, formulas, and rules into plain language that actually sticks.
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We work through practice questions strategically — not just drilling, but understanding why answers are right or wrong so you build real comprehension.
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By the time you sit for your exam, you will know the material and trust yourself. That confidence is just as important as the knowledge.
Book a free 30-minute intro call. We'll talk through your exam, your timeline, and how I can help you pass.
Book Your Free Intro Call