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Manager, Examinations

CFP Board
Washington D.C.
Based on Experience
Closing date
Jun 19, 2024

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

General Function

Under the supervision of the Director of Examinations, the Manager of Examinations leads the day-to-day program functions of the CFP® Certification Examination, as well as auxiliary exam products and initiatives. 

Essential Functions

  • Supports the achievement of CFP® examination program goals through day-to-day coordination of exam development, exam delivery, and results reporting functions 
  • Recruits and builds effective relationships with subject matter expert (SME) volunteers for exam development activities 
  • Research industry trends and best practices to make recommendations on exam program actions 
  • Works closely with the Director of Examinations to develop and monitor project management, schedules, and action plans for Exam program activities 
  • Schedules and actively participates in Exam meetings, including Problem Identification Notice (PIN) telephone meetings following exam administrations.  Maintains records of meetings 
  • Manages information dashboards for Exam functions, as directed, ensuring timely and accurate information is provided  
  • Creates, reviews, revises, and/or implements ongoing communications to candidates  
  • Collaborates with the meetings staff to support the logistics of Exam meetings 
  • Develops content for webinars and the website, as well as relevant materials for Exam meetings 
  • Conducts quality control checks of examination data files, interfacing as necessary with IT staff 
  • Provides 2nd tier support to Stakeholder Services by responding to exam related inquiries  
  • Compiles relevant examination feedback reports for the Director of Examinations. 
  • Collaborates with other departments, as directed, on exam-related activities and projects 
  • Manages other Exams projects as assigned 

Background/Skills/Abilities Preferred

  • Bachelor's degree in psychology or other related discipline required. 
  • Master’s degree in I/O Psychology, Educational Measurement, Statistics, or related discipline preferred. 
  • ICE-CCP certification or related certification preferred 
  • Knowledge of NCCA accreditation standards and other assessment industry standards  
  • 5+ years of relevant professional experience managing a certification program/project  
  • Strong data analysis skills 
  • Excellent written and verbal communication 
  • Attention to detail, ability to prioritize, and focus on accuracy 
  • Proficiency with MS Office (Outlook, Excel, Word, PowerPoint) 
  • Experience with association management systems (AMS) or similar databases 
  • Strong problem-solving and analytical skills

About CFP Board

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 (501(c)(6)) 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 (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. 

This position is part of the 501(c)(6).  

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

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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