Certified Financial Planner Board of Standards (“CFP Board”) – headquartered in Washington, D.C. – is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP® certification.
CFP Board seeks a highly motivated team player to serve as Manager, Continuing Education & Experience. The Manager will manage the Continuing Education and Experience standards functions to uphold CFP Board’s initial certification and renewal requirements.
The ideal candidate will embrace open collaboration, possess intellectual curiosity and help the organization deliver results towards fulfilling our mission.
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 Policy
Continuously reviews and evaluates continuing education program offerings of vendors for content and quality
Provides oversight of the review and approval process of sponsor applications for continuing education credits
Reviews and analyzes experience submissions against CFP Board’s standards and requirements and request clarification of descriptions as needed to determine candidate eligibility
Ensures the effective and efficient review of CE hours reported by CFP® professionals to fulfill their bi-annual CE & Ethics requirement
Monitor the random verification process that ensures candidates’ experience submissions meet standards
Monitors and evaluates revenue and expense goals as budgeted
Co-manage, contribute and participate with Council on Education, including building effective working relationships and staff advisory resources
Supervises, manages and evaluates department staff
A minimum of 5 years of related professional experience required, preferably in management and administration of credentialing certification and/or continuing education programs
Experience in a professional association or financial services industry environment
Demonstrated leadership, communication, analytical and problem-solving skills, short-term and long-term planning skills
Experience in working with, and supporting the activities of committees
Experience with budgetary responsibilities and accountability
Demonstrated database management and maintenance skills; experience with NetForum a plus
Ability to build and maintain effective business relationships with sponsors and certificants and volunteers
Excellent interpersonal and communication skills (both verbal and written), including strong presentation and negotiation skills
Ability to handle multiple tasks, projects and priorities effectively and professionally
Customer-focused with high level of comfort providing excellent customer service via phone and email
To apply, send your resume and one-page letter summarizing your interest, qualifications and salary expectations. Please reference the Manager, Continuing Education & Experience position in your cover letter, Attention: Director, Human Resources, CFP Board, 1425 K Street NW, Suite 800, Washington, DC 20005.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff.
About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the U.S. For more information about CFP Board, visit www.CFP.net.