Verification Program Coordinator at CFP Board

Under general supervision and in coordination with the Director, the Verification Program Coordinator ensures CFP® candidates meet CFP Board education standards for initial certification; facilitates candidate communication and reporting functions related to the education requirements. 

Essential Functions 

• Evaluate education submissions for compliance with CFP Board standards.
  • Assists in correcting errors in education verification information uploaded by Registered Programs and take immediate action to update candidate information in NetForum.
  • Review incoming official transcripts and verify degree conferral
  • Review and verify candidate requests to qualify for Accelerated Path.
  • Assist Verification Manager preparing transcript review applications for review by Director.
  • Monitors Education Department email accounts and actively engage with candidates, CFP® Professionals and other Stakeholders to ensure understanding of and compliance with CFP Board’s policies and requirements.
• Review denied and disputed decisions with Director.
• Continuously review and recommend improvements to the applicable certification processes, procedures and policies for compliance, effectiveness and efficiencies.
• Support the Senior Analyst, Experience in coordinating formal and periodic communication with candidates during each exam cycle to ensure timely progression toward completion
• In conjunction with Marketing, coordinate formal and regularly scheduled communication to candidates each exam cycle to ensure candidates progress through completion.
• Continuously review and recommend and implement improvements to candidate communications, the applicable processes, procedures and policies for compliance, effectiveness and efficiencies.
• Assist Director with specific department projects and initiatives as needed
• Other duties as assigned.

Background/Skills/Abilities Preferred 

• A bachelor’s degree that develops cognitive and analytical skills. Degree in education, data analytics or related fields desirable.
• Understanding of verification services industry obtained through education and/or 1+ years work experience in the industry desirable.
• Candidates with experience in transcript verification, higher education and education data analysis preferred.
• Ability to analyze large amounts of data to distinguish between activity types and identify trends.
• Experience as a Standards Specialist or relevant competencies that would enable success in this role, desired.
• Ability to logically construct a defensible position when confronted with ambiguity in the standards.
• 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.
• Excellent verbal and written communication skills 
• Solid organizational and time management capabilities but agile and flexible to adapt to changing priorities or expectations 
• Experience effectively collaborating with others to achieve goals.
• Ability to learn in-house database system required, prior experience working with databases, 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 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 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 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. 

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $52,000.00 to $63,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.