Nature and Scope

Responsible for teaching content for CFP® Certification Education programs and for the CFP® Certification Examination. Instructors deliver content in a meaningful way to foster student understanding of complex topics. All education courses are taught in a virtual classroom format. Review courses are taught in both a virtual classroom and traditional classroom locations across the country. Our instructors typically specialize in either: Fundamentals of Financial Planning, Insurance Planning, and Investment Planning or Tax Planning, Retirement Planning and Estate Planning. 

Roles and Responsibilities:

Education and Exam Review Content

• Thorough understanding of our financial planning content, which includes our books, student handout materials, online learning program, question database, and classroom PowerPoints.
• Demonstrate expertise on subjects covered in the education and review programs.
• Exhibit an ability to explain complex topics using examples and real-world scenarios to help students understand the practical application of topics being taught.
• Assist with updates and content development for slides and other materials used throughout the education process as needed.

Virtual and Traditional Classroom

• Teach education or review courses using our virtual classroom.
• Demonstrate proficiency using the virtual classroom tools to facilitate student engagement.
• Answer student questions and coordinate with other faculty to support student questions.
• Encourage and foster student participation during class. 

• CFP® certification is required.
• Familiarity with Zoom and Webex.
• Excellent oral communication skills.
• Strong analytical, problem-solving, and critical thinking skills.
• Passion for education and helping others.

Preferred Skills

• Prior teaching experience.
• Financial industry experience.
• Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint