Specialist, Registered Programs bei CFP Board

Under general supervision, the Specialist, Registered Program (RP) Development is responsible for the implementation and evaluation of CFP Board strategies to accelerate and sustain the growth of new and existing registered programs. 

Essential Functions

• Support CFP Board’s registered program recruitment lifecycle, from program sourcing and prospecting to candidacy and registration.
• Coordinate activities and processes related to recruitment, onboarding, aftercare, orientation and ongoing customer support of new registered programs.
• Support departmental efforts to identify and develop new programs and alliances with new prospective institutions that enable graduates to pursue CFP^® certification and register for the CFP^® examination
• Ensure completion of registered program renewal cycles, track program progress, review renewal submissions and annual reporting for compliance with CFP Board standards .
• Serve as point of contact for prospective, candidate and active registered programs.
• Coordinate and organize all registered program communications that include, but are not limited to, cohort reminders, newsletters, decision letters, event reminders and other communications.
• Perform regular quality assurance assessments of registered program operations ensuring compliance with established standards. Compile and submit comprehensive reports that outline key findings, identify areas for improvement, and provide actionable recommendations to enhance operational effectiveness and efficiency.
• With the oversight of the Director, assist in the collection, organization, and analysis of program assessment data and key performance indicators to identify risks and threats to program success, viability and growth. Examples include retention rates, persistence rates, graduation rates, and enrollment trend analysis of registered programs
• Coordinate onboarding calls with new and prospective programs to guide them through the program registration process.
• Support Director, Education in the implementation of an institutional strategy to foster Registered Program growth.
• Assists in the development and on-going maintenance of the CFP Board Registered Program Handbook.
• Assist in the development of resources for the Education department’s Travel Program, the Council on Education, and the Connections Conference.
• Performs other departmental projects and duties as assigned

Background/Skills/Abilities Preferred

• Bachelor’s degree in education or other equivalent relevant discipline.
• Minimum of 4 years’ work experience with a certifying organization or non-profit association preferred.
• Experience in educational program development, program evaluation, curriculum development, or instructional design is a plus.
• 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 Proficient in program coordination, administration, and communication
• Detail-oriented self-starter with high energy and 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
• 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

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 PLANNER^TM 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 over 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 works on programs which are 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.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $63,600 to $76,000. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.