Practicing Financial Planners: Investment Vehicle and 529 Plan Methodology

What We're Researching

We're running a paid study on investment vehicle and 529 plan comparison methodologies used by professionals. This research helps us understand the frameworks experts use to evaluate educational savings options for families. Your expertise will directly inform how these financial models are structured and explained.

How It Works

You will start by delivering a comprehensive written guide of approximately 4,000 words detailing your comparison methodology. Next, you will record a 30-45 minute narrated screen capture demonstrating a live plan analysis. During this recording, you will walk through recommendations for a provided hypothetical financial scenario. The entire task is completed asynchronously from your own desktop.

Who This Is For

We welcome practicing financial planners and wealth managers with active client rosters. Candidates should have direct experience building educational savings strategies and evaluating 529 plans. We also welcome independent financial advisors who specialize in family wealth planning.

Responsibilities

• Write a comprehensive guide on investment vehicle comparison methodology
• Record a 30-45 minute narrated screen session
• Demonstrate live plan analysis for a hypothetical client scenario
• Explain the reasoning behind specific 529 plan recommendations

Requirements

• Currently practicing as a financial planner or wealth manager
• Hands-on experience evaluating and recommending 529 plans
• Ability to produce detailed written financial methodology documentation
• Comfortable recording a narrated screen capture of your workflow