This job has expired

Administrator, Registered Programs

Employer
CFP Board
Location
Washington D.C.
Salary
Based on Experience
Closing date
Jul 30, 2022

View more

Job Role
Administration
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
You need to sign in or create an account to save a job.

Job Details

General Function

Under general supervision, 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 maintain education webpages under the purview of the director of education 
  • Collaborates with IT department on developing custom firm reports, reporting issues and special projects.
  • Performs other duties as assigned

Company

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.

Find Us
Telephone
(202) 379-2200
Location
1425 K St NW Suite 800
Washington
DC
20005
United States
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert