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

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

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