The Curriculum Specialist role involves assisting CFP candidates, moderating virtual classrooms, supporting educational content development, and collaborating with students to enhance financial planning education.
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We have a rich and storied history. Colibri is one of the pioneers of online professional education,
introducing some of the first web-based professional education courses in 2001. Today, the company’s
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Position Overview:
Are you passionate about financial planning and eager to launch your career in education? Colibri Group’s Boston Institute of Finance (BIF) is seeking a Curriculum Specialist to support CFP® Certification candidates within our BIF/Bryant CFP® Education Curriculum. In this exciting entry-level role, you’ll work closely with students to help them grasp essential financial planning concepts, assist in moderating virtual classrooms, and support the ongoing development of high-quality educational content.
This is a fantastic opportunity to kickstart your career, gain hands-on experience in financial planning education, and collaborate with a dynamic, supportive team. You’ll also have the chance to learn and contribute to content improvement initiatives and explore innovative AI tools to enhance educational resources.
If you’re ready to grow your skills in a fast-paced, rewarding environment and are passionate about shaping the future of financial planning education, we’d love to hear from you. Apply today!
What you'll do
- Assist in supporting CFP® certification candidates studying within the Boston Institute of Finance (BIF)/Bryant CFP® Education Curriculum.
- Respond to fundamental content-related questions under supervision.
- Support students in understanding basic financial planning concepts.
- Connect students with high-quality internal and external educational resources.
- Support the moderation of BIF CFP® education virtual classes.
- Help maintain the quality and accuracy of educational content.
- Participate in content improvement initiatives, vetting suggestions from students and faculty.
- Provide basic support to students seeking clarification across all CFP® Education domains.
- Establish best practices for utilizing AI resources for content research.
- Create documentation and protocols for AI usage in educational content development.
What you'll need to succeed
- Bachelor's degree in Financial Planning (preferred), Finance, Business, Education, or related field required.
- Basic knowledge of financial planning principles.
- Willing to work towards the attainment of the CFP® Certification within 2 years of hire.
- Good communication and interpersonal skills.
- Familiarity with virtual learning environments.
- Basic organizational and problem-solving skills.
- Eagerness to learn and develop expertise in financial planning education.
- Ability to work collaboratively in a team environment.
- Preferred Qualifications:
- Some experience in education or training (internship experience accepted)
- Familiarity with online learning platforms.
- Customer service experience.
- Tutoring or teaching assistant experience.
Colibri Group welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!
Top Skills
AI
Online Learning Platforms
Virtual Learning Environments
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