Remote CFP Coach: Exam Mastery & Financial Planning Career
Remote / Online - Candidates ideally in
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-07-18
Boise, Ada County, Idaho, 83701, USA
Listing for:
Leland
Remote/Work from Home
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Leland is seeking an experienced CFP Coach to work with clients preparing for the CFP exam and to guide long-term careers in financial planning. You’ll tailor study plans, build test-taking strategies, and connect technical knowledge to real client scenarios, coaching sessions virtually with flexible hours.
Ideal candidates hold CFP certification or have passed the related exam, plus tutoring or mentoring experience, and a structured approach to breaking down complex problems for practical
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