CFA Coach

Leland
United States
Workplace: RemoteContractFunction: Education & TrainingSkills: ["Structured problem-solving","Communication","Mentoring","Teaching","Planning"]

Coach clients preparing for the CFA exam while supporting their long-term careers in investment management and finance. Help learners master topics across ethics, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternatives, and portfolio management. Create tailored study plans and test-prep strategies to improve accuracy, pacing, and confidence, then guide clients on applying the CFA charter to real career growth. Set your own hours and host sessions virtually.

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Leland
Leland
1 month ago

CFA Coach

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Coach clients preparing for the CFA exam while supporting their long-term careers in investment management and finance. Help learners master topics across ethics, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternatives, and portfolio management. Create tailored study plans and test-prep strategies to improve accuracy, pacing, and confidence, then guide clients on applying the CFA charter to real career growth. Set your own hours and host sessions virtually.
Location: United States
Workplace: Remote
Employment Type: Contract
Job Function: Education & Training

Key Responsibilities

  • •Coach clients preparing for the CFA exam and supporting long-term careers in investment management and finance.
  • •Help clients master exam content across core CFA topic areas, including ethics, quantitative methods, economics, and more.
  • •Create tailored study plans and test-prep strategies to improve accuracy, pacing, and confidence.
  • •Guide clients on how the CFA charter fits into their broader career path in the investment industry.
  • •Host virtual coaching sessions and partner with the team to deliver a high-quality, supportive experience.

Key Requirements

  • •Have passed the relevant CFA level(s) or hold the CFA charter.
  • •Prior tutoring, teaching, or mentoring experience.
  • •Use a clear, structured approach to breaking down complex problems.
  • •Connect exam concepts to practical, real-world application.
  • •Create tailored study plans and test-prep strategies to build accuracy, pacing, and confidence.
Skills:Structured problem-solvingCommunicationMentoringTeachingPlanning
Certifications:CFA

Company Brief

Leland
Leland is a coaching marketplace connecting learners with expert coaches, courses, content, and community to support career and educational goals, including test prep, admissions, and professional upskilling.
Industry: EdTech
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Funding: Series A
Headquarters: Stanford, United States
Founded: 2021
WebsiteLinkedIn