Administrator, Examinations

General Function

CFP Board seeks a highly motivated team player to assist with the administration, development, and reporting for the CFP® certification examination. 

Essential Functions

• Assists candidates with testing/exam processes such as withdrawals, refunds, special requests/needs, and promotional offers
• Develops draft content for webinars, agendas, and relevant materials for Exam meetings
• Creates and manages information dashboards for Exam functions, ensuring timely and accurate information is provided
• Monitors examination email and phone inquiries; provides accurate and timely responses to CFP® exam candidates
• Monitors registration activities, calendars and runs regular reports and updates for departmental review 
• Conducts the initial review of all testing accommodation requests  
• Conducts quality control checks of examination documentation and data files, interfacing as necessary with IT staff
• Provides 2nd tier support to Stakeholder Services by responding to non-routine inquiries related to the CFP ® examination 
• Provides relevant examination feedback reports to Manager and Director of Examinations.
• Leads the scheduling and implementation of the CFP Exam Experience webinars
• Works with the Examination Manager to identify volunteers for Item Writing Workshops and exam reviews; maintains a current volunteer database
• Collaborates with the meetings staff to schedule and oversee the logistics of Exam meetings including Council on Examinations, Item Writing, Exam Review, and other relevant meetings
• Provides support and participates, as required, in Examinations meetings including Council, Committee, Task Force, and Item Writing sessions
•  Works closely with the examinations team to develop and monitor project management, schedules, and action plans for Exam program activities
• Collaborates with other departments, as directed, on exam-related activities and projects
• Performs other duties as assigned