CFP Coach

The role

This person will help clients prepare for the CFP exam and build long-term careers in financial planning. You will teach exam content and create tailored study plans and test prep strategies.

What you will do

• Help clients master exam content across various financial planning topics
• Create tailored study plans and test prep strategies
• Help clients apply concepts to real career growth in financial planning
• Connect technical knowledge to practical, real-world client scenarios
• Host sessions virtually

Required qualifications

• Hold the CFP certification or have passed the relevant exam
• Prior tutoring, teaching, or mentoring experience
• A clear, structured approach to breaking down complex problems while connecting them to practical application

Benefits

• The chance to join a world-class team helping people achieve their career and educational dreams
• Work in a collaborative, high-energy environment
• Operate in a fast-paced, AI-native environment

About the company

Leland connects people with experts, programs, and communities to land jobs, get into school, or upskill. Since 2021, they have helped tens of thousands of people reach ambitious goals.