Financial Professional Needed to Review Educational Personal Finance Guide
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Job Description
DESCRIPTION Seeking a financial professional to review a personal finance educational guide that will be included as part of a digital organizational product. This is not a financial plan, investment recommendation, advisory service, or client-facing financial advice document. The guide is intended solely as an educational resource introducing common personal finance concepts and recordkeeping topics. This engagement is for educational content review only and does not require the creation of new content. The document is approximately: 33 pages; 9417 words TOPICS COVERED The guide includes high-level educational content related to: • Financial Professionals & Financial Planning • Assets & Liabilities & Recordkeeping • Student Loans Basics • Budgeting & Money Management • Debt Repayment Concepts • Credit Scores & Credit Reports • Fraud & Identity Theft • Retirement Planning Concepts • Insurance Fundamentals • Tax Records & Common Tax Forms • Estate Planning Basics REVIEW OBJECTIVES Looking for a professional review focused on: 1. Factual accuracy 2. Outdated or changing information 3. Compliance concerns 4. Potentially misleading statements 5. Areas that could be interpreted as financial, investment, tax, legal, or insurance advice 6. Consumer-friendly clarity 7. Appropriate educational framing and disclosures 8. Risk-reduction recommendations DELIVERABLES Provide: • Tracked changes directly within the document • Comments identifying factual concerns, compliance considerations, or outdated information • Recommended revisions where applicable • Feedback categorized as Critical, Recommended, or Optional when possible AI USAGE: AI tools may be used for administrative assistance; however, all comments, recommendations, and proposed revisions must reflect the Reviewer's independent professional judgment and expertise. AI-generated reviews submitted without substantive human review are not acceptable. PREFERRED QUALIFICATIONS One or more of the following: • Financial Advisor • Certified Financial Planner (CFP ®) • Personal Finance Educator • Financial Writer or Content Creator specializing in personal finance