Senior Content Developer - SME

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

• The Senior Content Developer will be responsible for creating, editing, maintaining, and updating Money Education’s textbooks and other products related to financial education, including but not limited to exams, PowerPoint presentations, practice questions, and educational videos to support learning. • 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. • 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.

🎯 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. • 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.