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Cfp Instructor Jobs (NOW HIRING)

CeriFi

Dalton CFP Contractor Instructor

Alpharetta, GA · On-site

$100 - $125/hr

The Opportunity Responsible for delivering CFP content to students for a class review. Instructors need to deliver classroom content in a meaningful way to foster student understanding of complex ...

Cerifi

Dalton CFP Contractor Instructor

Job Type Contract Description The Opportunity Responsible for delivering CFP content to students for a class review. Instructors need to deliver classroom content in a meaningful way to foster ...

Kaplan, Inc.

Adjunct Faculty, CFP Education

$3.0K/wk

Job Title Adjunct Faculty, CFP Education Instructors are responsible for all aspects of CFP ... The instructor will serve as subject matter experts and student advocates while delivering ...

Kaplan, Inc.

Adjunct Faculty, CFP Education

$3.0K/wk

Job Title Adjunct Faculty, CFP Education Instructors are responsible for all aspects of CFP© ... The instructor will serve as subject matter experts and student advocates while delivering ...

The Pennsylvania State University

... instructors to teach undergraduate general education courses related to personal financial planning ... Certified Financial Planner (CFP) designation preferred. * Professional experience in financial ...

The Pennsylvania State University

... instructors to teach undergraduate general education courses related to personal financial planning ... Certified Financial Planner (CFP) designation preferred. * Professional experience in financial ...

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Cfp Instructor information

What is a CFP instructor?

A CFP Instructor teaches courses related to the Certified Financial Planner (CFP) certification, helping students understand key financial planning concepts. They cover topics like investment planning, tax strategies, estate planning, and risk management. CFP Instructors may work at universities, financial institutions, or online education platforms, preparing students for the CFP exam. Their role includes lecturing, creating course materials, and guiding students through complex financial principles.

What are the typical day-to-day responsibilities of a CFP instructor?

As a CFP Instructor, your daily tasks generally include developing and delivering lectures or workshops on financial planning topics, creating assignments and assessments, and providing feedback to students. You may also hold office hours to support student learning and collaborate with colleagues to update course materials in line with current industry standards. In addition, instructors often participate in curriculum planning meetings and may contribute to professional development events or examine board exam preparation strategies. This blend of teaching, mentoring, and curriculum development ensures a dynamic work environment where you play a vital role in shaping future financial professionals.

What are the key skills and qualifications needed to thrive in the CFP instructor position, and why are they important?

To thrive as a CFP Instructor, you need deep expertise in financial planning, curriculum development, and a Certified Financial Planner (CFP) designation, often supplemented by teaching experience. Familiarity with financial modeling software, online learning platforms, and CFP Board standards is typically required. Strong communication, mentorship, and organizational skills help instructors engage students and support diverse learning styles. These abilities are essential for effectively preparing future financial planners and ensuring students master complex financial concepts.

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Cfp Instructor jobs near you
Infographic showing various Cfp Instructor job openings in the United States as of August 2026, with employment types broken down into 46% Full Time, 47% Part Time, and 7% Contract. Highlights an 87% In-person, and 13% Remote job distribution.

Dalton CFP Contractor Instructor

CeriFi

Alpharetta, GA • On-site

$100 - $125/hr

Full-time

Posted 12 days ago

Job description

Description:

The Opportunity

Responsible for delivering CFP content to students for a class review. Instructors need to deliver classroom content in a meaningful way to foster student understanding of complex topics. Content includes our books, student handout materials, question databases, and the ability to work within the LMS to provide feedback to students. Teach CFP exam education classes using our virtual classrooms.


What You'll Do:

Education and Exam Review Content

  • Thorough understanding of Dalton Education content, which includes our books, student handout materials, online learning program, question database, and classroom PowerPoints.
  • Assist with updates and content development for slides and other materials used throughout the education process as needed.
  • Remain current on CFP regulation and tax law changes/updates.
  • Facilitate assigned CFP courses.

Classroom

  • Teach CFP exam courses using our virtual classrooms.
  • Answer student questions and coordinate with other faculty to support student questions.
  • Foster student learning and participation in class.
  • Be prepared to present material at each class.
  • Answer student questions during class.
  • Deliver classes in a virtual classroom setting.

Miscellaneous

  • Provide your availability to the Faculty Director on an ongoing basis.
  • Complete other related duties as assigned.
Requirements:

What You'll Need:

  • Advanced degree in your area of study or current CFP certification and a Bachelor's in any subject.
  • Outstanding classroom facilitation skills.
  • Familiarity with Zoom.
  • Excellent written and oral communication skills.
  • Strong analytical, problem solving, and critical thinking skills.
  • Passion for education and helping to create future CFP registered representatives.

Preferred Skills

  • PhD, JD, CPA, CFA, or FRM
  • 5 years of Financial industry experience.
  • Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint.

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