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CFA Institute

Global investment professional credentialing body

Director, Learning Content

Editing & ProofreadingPosted on Nov 9
Full-time$126.4k - $210.6k /yr

About the Job

Requirements

  • An advanced degree in finance, economics, or a related discipline is preferred.
  • Extensive professional and/or academic experience in finance or a related field, ideally combining applied industry work with university-level teaching or authorship.
  • A professional financial designation is required, such as CFA, CIPM, CAIA, CPA/ACA/ACCA, CMA, CPWA, CFP, CQF, or FRM; CFA charterholder status is strongly preferred.
  • Demonstrated subject-matter expertise in one or more CFA Institute curriculum domains, including CFA Program content, sustainability, private markets, or private wealth, supported by authorship, review, or advanced instruction.
  • Proven ability to develop high-quality content, including university-level materials, industry publications, or research, with strong attention to clarity and rigour.
  • Familiarity with Excel is required.
  • Strong analytical and problem-solving capability, including the ability to interpret data and apply sound judgment to complex decisions.
  • Exceptional communication and stakeholder management skills, with the ability to influence and collaborate across global, cross-functional teams.
  • Strong project management discipline, balancing multiple priorities and delivering high-quality work to deadline.

Responsibilities

  • Lead end-to-end development of assigned curriculum areas, from research and drafting through peer review, editing, and publication.
  • Translate complex finance and investment topics into accessible, outcome-driven learning for a global, multilingual audience.
  • Develop and review learning outcome statements, assessment items, and formative tools that support exam readiness.
  • Manage and closely collaborate with a network of external authors, reviewers, and subject matter experts to ensure consistency, clarity, and academic rigour.
  • Collaborate with colleagues across the Education Division to maintain rigorous learning and testing standards and develop new approaches to authentic teaching and assessment.
  • Drive quality assurance and continuous improvement using data, learner feedback, and performance insights.
  • Contribute thought leadership on best practice in finance education and represent CFA Institute in selected academic and professional forums.

Desired Qualifications

  • Previous work as a CFA Program author, reviewer, contributor, or CFA exam writer is preferred.
  • Other contemporary programming tools and languages, including R, Python, and SQL, are preferred.
  • Data services such as FactSet and Bloomberg are preferred.
  • CFA charterholder status is strongly preferred.

About the Company

CFA Institute

Global investment professional credentialing body

CFA Institute is a global not-for-profit association that provides education, certification, and ethical standards for investment professionals. Its flagship CFA Program awards the Chartered Financial Analyst charter, alongside specialized certificates in sustainable investing, private markets, and climate risk, plus the CIPM credential and GIPS performance standards. What sets CFA Institute apart is its global network of charterholders and member societies across 150-plus markets. The goal is to build a trusted, highly skilled investment profession.

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Founded
1963

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