Pass your exam Understand the why
At Open Book Tutoring, we offer one-on-one exam prep for the CFP®, Series 65, and Life & Health Insurance License — from a credentialed CFP® professional who has been through the process and knows how to get you there.
CFP Board
CFP® EXAM
The gold standard in financial planning. I help you master all eight topics.
Professional Conduct and Regulation
General Principles of Financial Planning
Risk Management and Insurance Planning
Investment Planning
Tax Planning
Retirement Savings and Income Planning
Estate Planning
Psychology of Financial Planning
I focus on application, not memorization. I will help you learn to dissect the questions.
Starting at $125/hour
NASAA
SERIES 65
The Uniform Investment Adviser LawExam. I break down economics, portfolio theory, ethics, and regulations in a way that actually sticks — so you walk in confident, not just prepared.
Starting at $100/hour
PA & NJ
LIFE & HEALTH LICENSE
State-specific exam preparation for Pennsylvania and New Jersey. Life, health, annuities, and the regulatory framework — with context that makes the material actually make sense.
Starting at $90/hour
MICHAEL HART, CFP®
As a CFP® professional and licensed financial educator, I help students prepare for the CFP®, Series 65, and Life & Health Insurance exams through personalized instruction focused on understanding concepts—not just memorizing answers.
Real Credentials, Real Experience
I hold the CFP®, Series 65, and state insurance licenses. I’ve sat these exams myself — so I know exactly what the test actually demands.
Understanding Over Memorization
The goal isn’t to have you repeat answers back. It’s to make sure you understand the why — so you can handle any question the exam throws at you.
Personalized, One-on-One Sessions
No group classes or generic study plans. Every session is tailored to your schedule, your weak spots, your exam date, and your individual learning style.
Flexible — In Person or Remote
Based in the NJ metro area. Available for weekday and weekend sessions, in person or via video — whatever works best for your situation.
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Patient, Thorough and Fully Committed to Success
★★★★★ Michael Hart was an excellent tutor throughout my CFP studies. He was patient, thorough, and fully committed to my success. Michael offered clear explanations, practical advice, and valuable tips that helped me understand the material and stay confident during the process. If you’re looking for a CFP® tutor, I highly recommend him. As long as you’re willing to put in the work and stay committed, Michael will put you in the best place to succeed…
NANA EDUSEI — Feb 3, 2026
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CFP Tutor
★★★★★ I had the opportunity to work with Michael Hart as my CFP tutor during one of the most challenging professional exams out there, and I can say without hesitation—he is the real deal. What sets Michael apart is not just his mastery of the material, but how he thinks. He doesn’t just teach you how to get to the right answer—he teaches you how to approach problems like a true financial planner. Every session was structured, efficient, and incredibly insightful. He has an exceptional ability to break down complex topics…
CHRIS — Mar 19, 2026
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A thorough and genuine professional
★★★★★ I was referred to Michael as I was seeking a CFP tutor. What I found was so much more. While, yes Michael is a very knowledgeable professional and can explain things in a way that is not simply 'by definition,' if you will, he explains things so that you not only understand better you also understand the 'why.' I had the privilege of working with Michael for over four months and really got to know him and his business as well…
LAUREN O. — Mar 28, 2026
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CFP Tutor
★★★★★ I just passed my CFP exam, and I genuinely could not have done it without my tutor. From day one, he had a clear plan for tackling the material and knew exactly where I needed the most work. He has a real gift for breaking down complex financial planning concepts into something that actually sticks. What set him apart was how invested he was in my success, he was always available, endlessly patient, and never made me feel discouraged even when the material felt overwhelming…
CONNOR G. — Mar 31, 2026
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CFP Tutor
★★★★★ Mike was an excellent tutor—extremely patient, knowledgeable, and supportive throughout the entire process. He had a great ability to break down complex CFP concepts and explain the underlying theories in a way that actually made sense. Thanks to his guidance, I was able to truly understand the material rather than just memorize it, which made a huge difference on exam day. His help played a big role in me passing the CFP, and I would highly recommend him to anyone preparing for the exam.
MARY ELIZABETH C. — Apr 6, 2026
