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Director, Continuing Education and Experience

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

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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Job Details

General Function

Under limited supervision creates, supports and executes the strategic business growth plan for Continuing Education and related Professional Practice projects and initiatives.

 Essential Functions:

  • Designs and drives growth strategy for Continuing Education and other assigned revenue initiatives.
  • Leads operational management for business growth initiatives within Professional Practice and in collaboration with internal departments and external stakeholders.
  • Leads the strategic and product development process for vetting new products or services ideas, updates, and innovations.
  • Provides product lifecycle management recommendations for CE sponsorships, programs, non-registered CE programs, and promotional products based on feedback from staff, stakeholders and customers.
  • Leads marketing and outreach campaigns to increase CE sponsorship customer base and sustainable relationships with external companies and organizations.
  • Facilitates and manages CE & Experience new business opportunities including discovery, development, and contracting of new opportunities.
  • Collaborates with Marketing, Corporate Relations, and other departments to identify new business opportunities for CE and Professional Practice.
  • Manages the CE sponsor program to ensure both the sponsor and CE programs meet the quality standards as defined by the Council on Education and CFP Board CE Policies.
  • Manages the administration of the experience submissions against CFP Board’s standards and requirements.
  • Provides oversight of the review and approval process of sponsor applications and program offerings for continuing education credits.
  • Monitors and evaluates revenue and expense goals as budgeted.
  • Manages and tracks all relevant key performance indicators and metrics for the CE and Experience administration functions.
  • Co-manages, contributes and participates with Council on Education, including building effective working relationships and staff advisory resources.
  • Supervises, manages and evaluates department staff.
  • 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.

Find Us
(202) 379-2200
1425 K St NW Suite 800
United States
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