Homeoffice Question Developer for Chief Financial Officer (CFO) Exam presso Upwork

An Enterprise Client is seeking a seasoned financial Executive who is a current or former Chief Financial Officer (CFO) of a CIRO-regulated Investment Dealer to support the development of a new exam-focused proficiency regime.

This role will involve analyzing competency profiles, developing exam syllabuses and writing questions representing key areas that will be covered in the exams to assess individuals in the CFO Approved Person role. The Consultant’s expertise will be essential in shaping exam content and ensuring the highest standards of quality and relevance are met.

Key Responsibilities:
• Collaborate in the creation of a robust exam question bank aligned with new regulatory learning outcomes.
• Draft high-quality, exam-ready questions that reflect real-world financial practices.
• Review and refine existing questions to ensure clarity, credibility and regulatory relevance.

Essential:
• Experienced current or former CFO of a CIRO-regulated Investment Dealer
• Deep understanding of CIRO regulatory frameworks and Investment Dealer operations.
• Excellent written communication and analytical skills.

Beneficial but not essential:  
• Experience with financial education, training, or exam development is a strong asset.

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