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Certified Financial Planner
Certified Financial PlannerVirtualVocations • Santa Clara, California, United States
Certified Financial Planner

Certified Financial Planner

VirtualVocations • Santa Clara, California, United States
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A company is looking for a Senior Content Developer / SME.

Key Responsibilities

Develop, execute, and maintain content updates and schedules aligned with CFP Board requirements

Manage content and course lifecycles, ensuring alignment with new regulatory or CFP Board requirements

Respond to and resolve student and faculty inquiries, providing support for LMS-related issues

Required Qualifications

CERTIFIED FINANCIAL PLANNER certification

Bachelor's Degree in Accounting or Finance and / or professional financial planning experience

Demonstrated ability to manage multiple projects simultaneously

CFA, CPA, Master of Science in Accounting or Taxation, or JD preferred

Prior teaching and / or writing experience is a plus

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Financial Planner • Santa Clara, California, United States

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