Financial Planning Instructor

March 7

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CeriFi

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CeriFi is a company focused on professional education and training across various fields, including financial planning, tax and accounting, insurance, financial crimes, and legal education. With brands such as West LegalEdcenter, CheckPoint Learning, Bionic Turtle, Mark Meldrum Financial Planning, Dalton Education, and others under its umbrella, CeriFi offers continuing education and certification programs. The company emphasizes tech and innovation to enhance its educational platforms and services.

Ed Tech • Technology • Continuing education • legal education • financial education

201 - 500 employees

📚 Education

📋 Description

• 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. • 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. • 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.

🎯 Requirements

• 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.