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Administrator, Examinations

CFP Board
Washington D.C.
Based on Experience
Closing date
Jul 6, 2022

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

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


Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

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