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Program Specialist, CE & Experience

CFP Board
Washington D.C.
Based on Experience
Closing date
May 5, 2024

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

Job Details

General Functions

Under general supervision, the CE & Experience Program Specialist ensures CFP® candidates meet the CFP Board Experience standard for initial certification and interacts with our Continuing Education partners and stakeholders, ensuring the highest level of customer satisfaction; acts as a client advocate to resolve issues and improve processes.  



Essential Functions

  • Ensures all stakeholders adhere to CE and Experience policies and terms and conditions. 
  • Evaluate Experience and CE submissions for compliance with CFP Board CE & Experience department policies, guidelines, best practices, and requirements. 
  • Completes end-to-end reviews and administration of all CE program and Experience requirement submissions, including standard data synchronizations and updates. 
  • Engages students, career-changers, Registered Programs, and colleges/universities to educate them on the Experience requirement and standards. 
  • Identifies missing information, anomalies, and errors in CE and Experience submissions and online engagements and takes immediate action with stakeholders and IT as needed. 
  • Analyzes, summarizes, presents, and recommends solutions for disputed decisions with the Director of Continuing Education & Experience. 
  • Analyzes competitive marketplace and industry trends to recommend new ideas for CE revenue generation 
  • Summarizes and analyzes monthly, relevant market and customer data, issues, and trends relevant to the CE and Experience programs into reports. 
  • Prepares updates, reports, and dashboards to monitor department activities, provides qualitative and quantitative data analysis, and identifies trends.  
  • Actively engages with candidates, CFP® professionals, CE sponsors, and other stakeholders to gather needs, fulfill requests, and solve issues related to CE & Experience submissions. 
  • Continuously reviews, recommends, and implements improvements to all CE and Experience program administration, the applicable processes, procedures, and policies for compliance. 
  • In conjunction with Marketing, CE & Experience team, or CE & Experience leadership, drafts, designs, and executes communications, marketing, and outreach via facilitated meetings, webinars, conference calls, Informz email campaigns, etc. 
  • Assists with specific Continuing Education and Experience department projects and initiatives as needed. 
  • Handles other CE and Experience projects as assigned. 
  • Performs other duties as assigned. 


Background/Skills/Abilities Preferred

  • Bachelor’s degree in business, marketing, or other equivalent relevant discipline, preferred 
  • Minimum of 4 years’ work experience with a certifying organization or non-profit association preferred 
  • Minimum of intermediate level expertise in Microsoft Office suite; expert knowledge of Excel preferred,  
  • Proficient business writing skills, written and verbal communication skills, strong decision-making ability, and attention to detail 
  • Knowledge of AMS systems, NetForum preferred 
  • Ability to analyze large amounts of data to distinguish between activity types and identify trends 
  • Experience with in-person and online training and meeting facilitation skills  
  • Proficient in multi-program coordination, administration, and communication 
  • Detail-oriented self-starter with the ability to work independently, accurately, and on schedule 
  • Ability to adapt quickly and readily to change 
  • Ability to work and collaborate as a part of a motivated, driven team 
  • Ability to think critically and ability to construct a defensible position logically  
  • Strong customer service focus and ability to effectively ask questions and communicate in potentially challenging situations 
  • Commitment to serve stakeholders in a timely, accurate, and professional manner 

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff.


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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