The 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 is seeking an Administrator, Examinations who will assist with the administration, development, and reporting of results for the CFP® Certification Examination. The ideal candidate will embrace open collaboration, possess intellectual curiosity and help the organization deliver results towards fulfilling our mission.
Assists candidates with online examination registration and other aspects of the testing/exam process such as withdrawals, refunds, special requests/needs and promotional offers
Monitors email and phone inquiries; provides accurate and timely responses to CFP exam candidates
Monitors registration activities, calendars and runs regular reports and updates for departmental review and disposition
Monitors site capacity and works with exam partner to ensure capacity requirements are met for each exam window
Provides initial review of all accommodation requests; coordinates all candidate requests with exam partner such as testing accommodations and international sites
Provides quality control and exchange of data files, interfacing as necessary with IT staff
Communicates and enforces examination policies and procedures through CFP Board website and correspondence to potential candidates
Provides 2nd tier support to Stakeholder Services; responds to non-routine inquiries related to examination-specific questions
Assures best practices and stringent test security measures consistent with CFP Board policies and procedures are adhered to under guidance of the Director of Examinations
Executes online reporting of examination results, and provides quality control
Provides relevant examination feedback reports to various stakeholder groups
Leads the development and implementation of the CFP Exam Experience webinars
Works with the Examination Manager to identify and recruit volunteers for Item Writing Workshops and exam reviews; maintains a current volunteer database
Works with volunteer subject matter experts on strategy, content and exam development and delivery methodology
Assures current reporting of copyright registration of CFP Board’s item bank
Provides support and participates, as required, in Examinations meetings including Council, Committee, Task Force, and Item Writing sessions
Performs other duties as assigned
Bachelor's degree in communications or other related discipline
Knowledge of certification/testing industry standards
3+ years of relevant professional experience, to include experience in education and certification program/project coordination
Strong customer service focus
Excellent written and verbal communication
Attention to detail and focus on accuracy
Ability to prioritize and manage multiple projects simultaneously, and follow through on issues in a timely manner
Adherence to strict confidentiality policies
Proficiency in Microsoft Office Suite; familiarity of association management systems
To apply, send your resume and one-page letter summarizing your interest, qualifications and salary expectations. Please reference the Administrator, Examinations position in your cover letter. Email your application to email@example.com, 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.