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CeriFi · 1 month ago

Senior Content Developer / Subject Matter Expert (SME) - Money Education

United States

Full-time

Remote

Senior Level

CeriFi is focused on bringing financial education to life and shaping the next generation of CFP® professionals. The Senior Content Developer / Subject Matter Expert will lead the development of innovative content and learning materials while ensuring alignment with CFP Board standards.

EducationFinancial ServicesProfessional ServicesTraining

Responsibilities

Lead Content & Course Innovation

Build and update CFP Board–aligned curriculum and program content

Create engaging learning materials—slides, quizzes, cases, exams, etc

Develop new educational content that strengthens and expands our programs

Drive the creation and continual refresh of high-impact educational content across income tax, retirement, employee benefits, estate planning, insurance, investments, and core financial planning

Own Our Digital Learning Experience

Build and publish course content in the LMS/CMS for seamless student learning

Collaborate with faculty and SMEs to validate content accuracy and clarity

Support students and faculty with content- and delivery-related questions

Support Student & Faculty Success

Serve as a trusted guide for learners as they navigate complex financial planning topics

Be the go-to resource for students and faculty—solve questions, clear hurdles, and remove road-blocks

Monitor learner progress and proactively support students so they stay confident, engaged, and fully prepared to pass

Stay Ahead of Industry Change

Stay current on law, regulation, and CFP Board updates and translate them into updated content

Participate in industry and CFP Board events for alignment and insight

Qualification

CERTIFIED FINANCIAL PLANNER®Bachelor’s in FinanceCommunication skillsProject management skillsCFACPAJDMaster’s in AccountingTeaching experienceWriting experience