CFP Coach

Leland
United States
Workplace: RemoteContractFunction: Education & TrainingSkills: ["Structured approach","Mentoring","Teaching","Tutoring","Client support"]

Coach clients preparing for the CFP exam and support their long-term careers in financial planning. Help them master core exam domains, create tailored study plans and test-prep strategies, and build confidence around accuracy and pacing. After the exam, connect concepts to real-world financial planning scenarios so clients can apply what they learn to practical career growth. Host virtual sessions, set your own hours and rates, and partner with Leland’s team for a high-quality client experience.

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Leland
Leland
1 month ago

CFP Coach

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Coach clients preparing for the CFP exam and support their long-term careers in financial planning. Help them master core exam domains, create tailored study plans and test-prep strategies, and build confidence around accuracy and pacing. After the exam, connect concepts to real-world financial planning scenarios so clients can apply what they learn to practical career growth. Host virtual sessions, set your own hours and rates, and partner with Leland’s team for a high-quality client experience.
Location: United States
Workplace: Remote
Employment Type: Contract
Job Function: Education & Training

Key Responsibilities

  • •Help clients prepare for the CFP exam by mastering and teaching key exam content areas
  • •Develop tailored study plans and test-prep strategies to improve accuracy, pacing, and confidence
  • •Support clients in applying CFP concepts to real career growth in financial planning beyond exam day
  • •Host virtual coaching sessions and set your own hours and rates
  • •Partner with Leland’s team to deliver a high-quality, supportive client experience

Key Requirements

  • •Hold the CFP certification or have passed the relevant CFP exam
  • •Prior tutoring, teaching, or mentoring experience
  • •Create a clear, structured approach to breaking down complex problems
  • •Master and teach exam content across general principles of financial planning, insurance planning, investment planning, retirement savings and income planning, tax planning, and estate planning
  • •Create tailored study plans and test-prep strategies focused on accuracy, pacing, and confidence leading up to exam day
Skills:Structured approachMentoringTeachingTutoringClient support
Certifications:CFP

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