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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Stefan Sharkansky

4.6 / 5

Financial economics
Statistics
Computer Science
Entrepreneurship

Stefan Sharkansky is the Founder and creator of Personal Fund and a former instructor at UC Berkeley and UC Santa Cruz extensions. He holds a Masters in Computer Science from Stanford University and a Ph.D. in Statistics (econometrics) from the University of Washington. His personal research on low-cost and tax-efficient investing led him to develop the mutual-fund and ETF cost-analysis and portfolio-building tool, Personal Fund. Stefan and Personal Fund have appeared in platforms and publications such as The New York Times, Barron’s, Forbes, the Wall Street Journal, and USA Today. With his background as an academic, developer, serial entrepreneur, and former improv-comedy performer, Stefan is skilled at presenting complex topics in an accessible and useful format to help financial professionals better manage their clients’ portfolios.