Director, Continuing Education and Experience bei CFP Board

The Director of Continuing Education & Experience leads a team to verify, administer, and continuously improve CFP Board’s experience, continuing education (CE) functions, and drive the strategic growth for CE revenue streams. This role ensures qualified candidates meet experience requirements, CE sponsors and programs meet CFP Board’s quality standards, and all processes align with NCCA accreditation and industry best practices. The position balances customer service, policy oversight, and verification standards to support CFP Board’s mission. 

Essential Functions 

• Strategic Leadership & Growth Initiatives
  • Develops and implements targeted growth strategies for Continuing Education and its revenue streams.
  • Directs operations for business growth in Professional Practice, partnering with departments and external stakeholders.
  • Support the development and evaluation of new products, services, and updates.
  • Recommends product lifecycle strategies for CE sponsorships, programs, and offerings based on feedback.
  • Orchestrates marketing and outreach to grow the CE sponsor base and build lasting external partnerships.
  • Manages new CE & Experience business opportunities from discovery through contracting and the CE Sponsors Working Group.
  • Partners with Marketing, Corporate Growth, and others to identify and pursue new business supporting new certificate growth.
  • Assesses and manages revenue and expenses to ensure responsible fiscal oversight of CE and Experience operations.
  • Exemplifies a growth mindset and entrepreneurial spirit, seeking innovative strategies to broaden impact and effectiveness in Continuing Education & Experience Team.
• Experience Verification
  • Oversees verification process for qualified CFP® candidates’ experience submissions and approves policies, directly impacting candidate progression and professional standards.
  • Manages the administration of experience submissions to ensure compliance with CFP Board’s standards and requirements.
  • Optimizes protocols and processes to ensure a timely and accurate candidate experience verification.
  • Fosters a collaborative culture focused on customer service, precision, and accountability.
• Continuing Education Sponsor & Program Oversight
  • Evaluates and approves CE sponsor applications in accordance with CFP Board policies.
  • Provides oversight of the review and approval process for CE program offerings, ensuring quality and compliance with CFP Board standards.
  • Administers CE sponsor reporting of CE credits to CFP® professionals.
  • Manages the CE sponsor program to ensure sponsors and programs meet the quality standards defined by the Council on Education and CFP Board CE Policies.
  • Develops and enforces quality standards for CE sponsors and programs, with regular reporting, review, and revisions, ensuring program credibility and organizational reputation.
  • Empowers staff to cultivate strong sponsor and partner relationships rooted in trust and collaboration.
• Policy Development & Compliance
  • Evaluates, updates, and disseminates CE and experience policies exceptions.
  • Develops new policies to reflect evolving competency standards and outcomes of practice analysis revisions.
  • Conducts periodic audits on experience verification, CE sponsors, and CE programs in compliance with NCCA accreditation requirements.
  • Champion integrity and accountability, ensuring alignment with hierarchy, transparency, and accreditation standards.
• Leadership & Customer Service
  • Leads and manages a team to process Continuing Education & Experience inquiries and deliver a high level of customer service.
  • Exemplifies professionalism and empathy when engaging with all stakeholders.
  • Value organizational structure and contribute as a collaborative partner in leadership dialogue and decision-making.
• Operational Management
  • Monitors, analyzes, and reports KPIs and metrics for CE and Experience administration.
  • Identifies and implements process improvements to meet or exceed industry and accreditation standards.
  • Improves protocols to enhance efficiency and consistency in CE and Experience administration.
  • Identifies and implements process improvements to meet or exceed industry standards.

Background/Skills/Abilities Preferred 

• Required Education: Terminal degree (e.g., Ph.D., Ed.D., or D.B.A.) in financial planning or a closely related field.
• Preferred Credential: CFP® certification.
• Experience: Minimum of 10 years of management experience in credentialing, certification, continuing education, or a related professional field.
• Strategic Ability: Proven track record of driving growth strategies in education, credentialing, or professional development programs.
• Assessment Expertise: Experience in designing and implementing dynamic assessments in continuing education programs.
• Instructional Design: Experience applying LMS instructional design standards for continuing education or professional learning programs.
• Demonstrated ability to lead, motivate, inspire, and manage teams,
• Strong customer service orientation with a proven record of positive engagement with stakeholders.
• Experience with accreditation standards (e.g., NCCA) and policy development.
• Excellent organizational, leadership, and interpersonal communication skills.
• Ability to handle multiple projects and priorities effectively.
• Demonstrated analytical, problem-solving, and decision-making skills.
• Strong commitment to collaboration and working within established organizational hierarchies.
• Experience with database management (NetForum experience a plus).

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® 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 more than 106,000 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 may change 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 $145,000.00 to $175,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.