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 upl...
Under limited supervision, the Assistant General Counsel of Standards leads the development of standards and guidance materials concerning CFP Board’s. Code of Ethics and Standards of Conduct. also provides. ad hoc. assistance with the adjudication of alleged violations of the. Code and Standards. and contributes to the development of comment letters in support of our public policy positions. Essential Functions. Works with and leads CFP Board’s ...
The Development Manager plays an important role advancing the organization’s fundraising goals by overseeing development operations, managing donor data, supporting proposal and impact statement writing and coordinating donor cultivation events. This position focuses on creating, maintaining and optimizing fundraising operations that enable CFP Board to grow corporate and individual giving and that deepen donor engagement. Reporting to the Direct...
The Development Manager plays an important role advancing the organization’s fundraising goals by overseeing development operations, managing donor data, supporting proposal and impact statement writing and coordinating donor cultivation events. This position focuses on creating, maintaining and optimizing fundraising operations that enable CFP Board to grow corporate and individual giving and that deepen donor engagement. Reporting to the Direct...
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 bal...
The Analyst in the IT Technology Program Management team plays a key role in supporting the successful delivery of technology initiatives that advance CFP Board’s strategic objectives. Working under the guidance of the Director, Technology Program Management Office, this position manages small to medium-scale IT projects, coordinates internal and vendor resources, and ensures project milestones are met on time and within scope. This hybrid positi...
Under general supervision, the Program Coordinator, CE & Experience ensures CFP® candidates meet the CFP Board Experience standard for initial certification and interacts with our Continuing Education partners and stakeholders, ensuring the highest level of customer satisfaction. acts as a client advocate to resolve issues and improve processes. Essential Functions. Ensures all stakeholders adhere to CE and Experience policies and terms and condi...
The Director of Public Relations serves as a strategic communications leader, promoting awareness of and building recognition for CFP Board and the CFP® certification among external stakeholders, including the public, the media, thought leaders and federal and state policymakers. The ideal candidate brings a collaborative spirit, intellectual curiosity, and proactive, strategic mindset, consistently generating ideas, driving initiatives and deliv...
The Director, Technology Operations is responsible for the leadership and hands-on management of the organization’s day-to-day technology operations. This role oversees the maintenance, security, performance, and reliability of all IT infrastructure, including servers, networks, storage, cloud services, and end-user support systems. The Director plays a critical role in ensuring IT systems operate securely and efficiently to meet the organization...
The Director of Business Systems and Analysis is responsible for the strategic leadership, management, and continuous improvement of the organization's enterprise business systems and business analysis initiatives. This role ensures that technology solutions, process improvements, and data-driven strategies are aligned with business goals, supporting operational efficiency, informed decision-making, and organizational growth. The Director will ov...
To apply, please visit. https://recruitcrm.io/apply/17413856421420013318ibK. General Function. . Reporting to and in partnership with the Chief Program Officer (CPO), the Director of Development will lead the development and implementation of a comprehensive fundraising program that includes individual and corporate giving planned giving and special events. Under limited supervision and in close collaboration with the corporate growth, program de...
To apply, please visit. https://recruitcrm.io/apply/17413856421420013318ibK. General Function. . Reporting to and in partnership with the Chief Program Officer (CPO), the Director of Development will lead the development and implementation of a comprehensive fundraising program that includes individual and corporate giving planned giving and special events. Under limited supervision and in close collaboration with the corporate growth, program de...
