Certified Financial Planner Expert

Create financial planning scenarios, reference answers, and careful reviews that help improve AI advice models. This remote contract role requires active CFP certification, client-facing planning experience, and strong written English.

Remote Hourly pay

Hourly

Compensation

Contract, part-time

Engagement

Remote

Location

Posted

Open in 95 countries

United States + more

• Albania
• Algeria
• Antigua and Barbuda
• Armenia
• Australia
• Austria
• Bahamas
• Bahrain
• Belgium
• Benin
• Bhutan
• Bosnia and Herzegovina
• Botswana
• Brunei
• Bulgaria
• Canada
• Costa Rica
• Côte d’Ivoire
• Croatia
• Cyprus
• Czechia
• Denmark
• Ecuador
• El Salvador
• Estonia
• Ethiopia
• Finland
• France
• Gambia
• Germany
• Greece
• Guatemala
• Guyana
• Hong Kong
• Hungary
• Iceland
• India
• Indonesia
• Ireland
• Israel
• Italy
• Jamaica
• Jordan
• Kenya
• Kuwait
• Latvia
• Liechtenstein
• Lithuania
• Luxembourg
• Madagascar
• Malaysia
• Malta
• Mauritius
• Mexico
• Moldova
• Mongolia
• Morocco
• Mozambique
• Namibia
• Netherlands
• New Zealand
• North Macedonia
• Norway
• Oman
• Pakistan
• Panama
• Peru
• Philippines
• Poland
• Portugal
• Qatar
• Romania
• Rwanda
• Saint Lucia
• Senegal
• Serbia
• Singapore
• Slovakia
• Slovenia
• South Africa
• Spain
• Sri Lanka
• Sweden
• Switzerland
• Taiwan
• Tanzania
• Thailand
• Trinidad and Tobago
• Tunisia
• Türkiye
• United Arab Emirates
• United Kingdom
• United States
• Uzbekistan
• Vietnam

You will create and assess expert evaluation data for financial advice models. Your work will turn practical financial planning judgment into realistic cases, clear reference answers, and careful reviews of AI-generated advice.

You will assess whether recommendations are accurate, complete, and sound from a fiduciary perspective. The work may include retirement drawdown, insurance, tax, and estate planning, as well as complex cases involving equity compensation or business owners.

• Write financial planning scenarios from goal discovery through plan delivery.
• Create reference answers that explain the reasoning behind recommendations.
• Review model outputs for accuracy, completeness, and fiduciary soundness.
• Identify advice that sounds reasonable but could harm a client or contains a material flaw.

This is ongoing independent contractor work performed remotely and fully asynchronously. You can adjust your workload, with payment made weekly via Stripe.

• Pay: Payment is made weekly via Stripe; the structured listing does not provide a rate.
• Hours: 20 or more hours per week.
• Location: Remote work is available in the countries supported for this role.
• Language: Strong written English is required.
• Certification: Active Certified Financial Planner certification in good standing.
• Experience: At least two years of client-facing financial planning experience.
• Knowledge: Practical depth across retirement, tax, insurance, and estate planning.
• Skills: Explain why a recommendation serves the client and write clear, teachable planning reasoning.
• Helpful background: Fee-only or fiduciary practice, CPA, CFA, or ChFC credentials, and experience with equity compensation or business owners.

AI training is the human work behind systems that learn from examples, including writing and rating model responses. Financial planning experts are needed because strong evaluation requires subject knowledge and careful judgment about whether advice is accurate and safe.

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