Roles and Responsibilities

Key Responsibilities

• Develop and update content for new and existing educational products in income tax, retirement, employee benefits, estate planning, insurance, investments, and fundamentals of financial planning.
• Update slides, quizzes, exams, cases, and other material used in education programs.
• Develop and/or coordinate the development of new education and textbook content and CFP® exam review content required.
• Develop/maintain subject matter expertise in financial planning.
• Create and edit training materials for online and print media.
• Develop and update training visuals, graphics, and facilitator guides for instructors.
• Review materials for formatting, accuracy of calculations and basic technical competency.
• Respond to instructor and customer inquiries regarding training content.

Other Responsibilities

• Maintain and continuously update knowledge contemporaneous with industry and law changes.
• Build relationships with faculty of CFP Registered Programs to understand needs and industry changes.

Qualifications and Education Requirements

• CERTIFIED FINANCIAL PLANNER™ certification
• Bachelor’s Degree in Accounting or Finance and/or professional financial planning experience or Ph.D. in Financial Planning, Accounting, or a similar area.
• Demonstrated ability to manage multiple projects simultaneously and with close attention to detail.
• Excellent written and oral communication skills.
• Strong analytical, problem solving, and critical thinking skills.
• CFA, CPA, Master of Science in Accounting or Taxation, or JD preferred.

Preferred Skills

• Prior teaching and/or writing experience.
• Financial planning industry experience.
• Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint. Adobe FrameMaker a plus.
• Ability to accurately interpret and summarize law changes related to key financial planning areas.