Hi, I'm Alice Whinnery, a passionate instructional designer and financial content creator with over 15 years of experience. I founded the LFE Institute, LLC, a leading Financial Wellness developer, and formerly worked as a CPA with PwC. My final LFE project was an in-depth HigherEd Platform, including 50+ Video Lessons and other digital e-Learning tools. My expertise spans creating engaging e-Learning systems, motion graphics videos, and financial content that has reached over 1.1 million clients. I love leveraging creativity and technical skills to enhance user engagement and satisfaction in the ever-evolving digital landscape. I'm eager to continue making a difference by equipping individuals with the skills they need for a brighter financial future. Whether it's developing educational platforms, video content, or training programs, I take pride in crafting innovative and impactful learning experiences that truly resonate.

Alice Whinnery

Hi, I'm Alice Whinnery, a passionate instructional designer and financial content creator with over 15 years of experience. I founded the LFE Institute, LLC, a leading Financial Wellness developer, and formerly worked as a CPA with PwC. My final LFE project was an in-depth HigherEd Platform, including 50+ Video Lessons and other digital e-Learning tools. My expertise spans creating engaging e-Learning systems, motion graphics videos, and financial content that has reached over 1.1 million clients. I love leveraging creativity and technical skills to enhance user engagement and satisfaction in the ever-evolving digital landscape. I'm eager to continue making a difference by equipping individuals with the skills they need for a brighter financial future. Whether it's developing educational platforms, video content, or training programs, I take pride in crafting innovative and impactful learning experiences that truly resonate.

Available to hire

Hi, I’m Alice Whinnery, a passionate instructional designer and financial content creator with over 15 years of experience. I founded the LFE Institute, LLC, a leading Financial Wellness developer, and formerly worked as a CPA with PwC. My final LFE project was an in-depth HigherEd Platform, including 50+ Video Lessons and other digital e-Learning tools.

My expertise spans creating engaging e-Learning systems, motion graphics videos, and financial content that has reached over 1.1 million clients. I love leveraging creativity and technical skills to enhance user engagement and satisfaction in the ever-evolving digital landscape.

I’m eager to continue making a difference by equipping individuals with the skills they need for a brighter financial future. Whether it’s developing educational platforms, video content, or training programs, I take pride in crafting innovative and impactful learning experiences that truly resonate.

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Work Experience

HigherEd Instructional Design & Financial Content Creator at LFE Institute, LLC
June 30, 2025 - July 17, 2025
Created a unique digital platform to simplify HigherEd decisions and provide Financial Wellness education to students and parents. Engaged with thought leaders to construct a step-by-step HigherEd LMS e-Learning Platform. Converted lesson plans into over 50 high-impact motion graphic videos, articles, guides, and resources. Initial analytics projected savings of $48,200-$89,500 per student.
Instructional Design & Financial Video Developer & Editor at LFE Institute, LLC
July 5, 2021 - March 29, 2023
Employed strong project management and organizational skills to fulfill a remote 2-year contract to conduct assessments, scoping, and create scalable training assets and developed timely content to drive customer outcomes for an Advisory Money Coaching Client. • Aligned organizational goals, industry best practices, and regulatory requirements to content. • Developed performance-based videos, guides, quizzes, etc., using the latest adult learning principles to build creative and innovative educational content to enhance client engagement. • Designed social media and marketing content to accelerate exposure and collaboration. • Created staff training on how to leverage the power of e-Learning tools for maximum profits.
Program Contractor – Project Manager at Department of Defense (DOD)
July 31, 2021 - July 17, 2025
Recruited, trained, and managed advisors nationally to support a remote 7-year DOD contract. Focused on equipping military families with financial skills to improve their lives. Maintained a 92%+ annual performance rating in effectiveness, efficiency, and retention.
Financial Writer, Editor, & Digital Publisher at LFE Institute, LLC
December 31, 2019 - July 17, 2025
Contracted with employers, CPAs, and advisory firms to deliver weekly Financial Wellness content. Managed client priorities, onboarding, delivery, and analytics evaluation. Empowered tens of thousands to increase retirement savings by 28%.
Instructional Certification & Digital Content Creator at LFE Institute, LLC
December 29, 2015 - July 15, 2025
Contracted by banks and advisory firms to provide remote training and certification for 300+ CPAs, bankers, and advisors on consumer financial content. Designed the Smart Money Certification program with guided learning pathways. Achieved a 95% pass rate with scores over 97%.
Instructional Design, Sales Trainer, & Financial Content Creator at LFE Institute, Inc
February 8, 2010 - December 18, 2015
• Developed proactive marketing and sales digital content for advisors, CPAs, and sales organizations. • Created exclusive onsite and Web-based Employee Benefit Training to help employers improve employee engagement, reduce healthcare costs, improve retention, and maximize Plan Participation. • Achieved an exceptional 97% positive feedback from clients. • Provided tax, consulting, and accounting services as a CPA for PwC and my personal CPA firm.

Education

Bachelor's Degree at Arizona State University
January 1, 2002 - December 31, 2005

Qualifications

Certified Public Accountant (CPA)
January 11, 2030 - July 17, 2025

Industry Experience

Financial Services, Education, Government, Professional Services, Retail