Under general supervision, the Registered Programs Specialist is responsible for planning, developing, and coordinating all activities associated with CFP Board Registered Programs and the Education requirements for CFP® certification.
Essential Functions
Reviews and processes registered program initial applications, renewal submissions and annual reporting for compliance with CFP Board standards
Serves as primary point of contact with university staff and leadership
Develops formal written correspondence to institutions of higher learning based upon initial and renewal applications
Assists Registered Programs with submissions via the Online Education Verification System
Manages candidate submissions for the education coursework requirement for the CFP exam
Leads onboarding calls with new and prospective programs to guide them through the program registration process
Manages registered program database; prepares updates, reports, and dashboards to monitor department activities, provides qualitative and quantitative analysis of data and identifies trends
Coordinates the planning of the annual Registered Program Conference, including event communications, event schedule, coordinating speakers and presentation materials, on-site event management, and designing event collateral materials
Tracks deliverables for relevant partnerships or contracts
Assists with preparing the materials for meetings, including Council on Education and campus visits
Updates and maintains education webpages under the purview of the Director of Education
Collaborates with IT department on developing custom firm reports, reporting issues and special projects.
Collaborates with the Director of College and University Relations on providing leads and updates to any new or prospective programs.
Collaborates with the Student Engagement Manager on student engagement on reports, statistics, and initiatives.
Performs other departmental projects and duties as assigned
Background/Skills/Abilities Preferred
Bachelor’s degree in business, marketing, or other equivalent relevant discipline
Minimum of 4 years’ work experience with a certifying organization or non-profit association preferred
Meeting planning experience is a plus
Minimum of intermediate level expertise in Microsoft Office suite; expert knowledge of Excel preferred
Proficient business writing skills written and verbal communication skills, strong decision-making ability, and attention to detail
Knowledge of AMS systems, NetForum preferred
Ability to analyze large amounts of data to distinguish between activity types and identify trends Proficient in program coordination, administration, and communication
Detail-oriented self-starter with high energy and the ability to work independently, accurately and on schedule
Ability to adapt quickly and readily to change
Ability to work and collaborate as a part of a motivated, driven team
Strong customer service focus and ability to effectively ask questions and communicate in potentially challenging situations
Commitment to serve stakeholders in a timely, accurate and professional manner
About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 97,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position is part of the 501(c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
Certified Financial Planner Board of Standards (“CFP Board”) – headquartered in Washington, D.C. – is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP® certification.