Job Description

Job Title: CFP Trainer - Financial Planning

Location: Saket, New Delhi

Department: Training & Development / Financial Planning

Job Type: Full-time

Job Summary:

We are seeking a Certified Financial Planner (CFP) professional to serve as a

Trainer for Financial Planning programs. The role involves delivering

structured training sessions, workshops, and mentorship for individuals

preparing to financial planners. The trainer will guide learners

through CFP curriculum concepts, practical case studies, financial tools, and

strategies focused on retirement planning and wealth management.

Key Responsibilities:

Conduct interactive training sessions on retirement planning, investment

strategies, and related CFP modules.

Develop training materials, presentations, and case studies aligned with

CFP curriculum and real-world retirement planning scenarios.

Mentor and guide learners in exam preparation and practical

applications of retirement planning concepts.

Simplify complex financial concepts into practical, easy-to-understand

learning.

Assess participant progress and provide feedback to help them achieve

CFP certification goals.

Stay updated with financial planning standards, regulatory changes, and

retirement planning best practices.

Collaborate with academic and training teams to continuously improve

training modules.

Requirements:

Must be a Certified Financial Planner (CFP) with proven expertise in

financial planning.

Minimum 3-5 years of professional experience in financial planning,

investment advisory, or retirement solutions.PlanYourWorld Training Academy

Prior experience in teaching, training, or mentoring is highly desirable.

Strong knowledge of financial products (pensions, annuities, mutual

funds, insurance, tax planning, etc.).

Excellent communication, presentation, and facilitation skills.

Ability to engage and inspire adult learners with practical insights.

Preferred Skills:

Experience in curriculum design and training delivery.

Strong analytical and case-study teaching approach.

Benefits:

Opportunity to shape the next generation of financial planners.

Professional growth in financial education, training domain and financial

planning.

Attractive remuneration.

Job Type: Full-time

Pay: ₹800,000.00 - ₹1,000,000.00 per year

Experience:

Financial planning: 3 years (Preferred) Investment Advisory: 3 years (Preferred) Retirement Solution: 3 years (Preferred)
License/Certification:

CFP (Required)
Work Location: In person