Program Specialist

2 weeks ago

Washington, United States CFP Board Full time

Under general supervision, the CE & Experience Program Specialist 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 conditions.
  • Evaluate Experience and CE submissions for compliance with CFP Board CE & Experience department policies, guidelines, best practices, and requirements.
  • Completes end-to-end reviews and administration of all CE program and Experience requirement submissions, including standard data synchronizations and updates.
  • Engages students, career-changers, Registered Programs, and colleges/universities to educate them on the Experience requirement and standards.
  • Identifies missing information, anomalies, and errors in CE and Experience submissions and online engagements and takes immediate action with stakeholders and IT as needed.
  • Analyzes, summarizes, presents, and recommends solutions for disputed decisions with the Director of Continuing Education & Experience.
  • Analyzes competitive marketplace and industry trends to recommend new ideas for CE revenue generation
  • Summarizes and analyzes monthly, relevant market and customer data, issues, and trends relevant to the CE and Experience programs into reports.
  • Prepares updates, reports, and dashboards to monitor department activities, provides qualitative and quantitative data analysis, and identifies trends.
  • Actively engages with candidates, CFP® professionals, CE sponsors, and other stakeholders to gather needs, fulfill requests, and solve issues related to CE & Experience submissions.
  • Continuously reviews, recommends, and implements improvements to all CE and Experience program administration, the applicable processes, procedures, and policies for compliance.
  • In conjunction with Marketing, CE & Experience team, or CE & Experience leadership, drafts, designs, and executes communications, marketing, and outreach via facilitated meetings, webinars, conference calls, Informz email campaigns, etc.
  • Assists with specific Continuing Education and Experience department projects and initiatives as needed.
  • Handles other CE and Experience projects as assigned.
  • Performs other duties as assigned.

Background/Skills/Abilities Preferred

  • Bachelor's degree in business, marketing, or other equivalent relevant discipline, preferred
  • Minimum of 4 years' work experience with a certifying organization or non-profit association preferred
  • 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
  • Experience with in-person and online training and meeting facilitation skills
  • Proficient in multi-program coordination, administration, and communication
  • Detail-oriented self-starter with 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
  • Ability to think critically and ability to construct a defensible position logically
  • 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 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 nearly 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.

  • Program Specialist

    6 days ago

    Washington, United States Cherokee Nation Businesses Full time

    Job DescriptionProgram Specialist As required by our governmental client, this position requires being a US Citizen AND an active TS/Sensitive Compartmental Information (SCI) clearance. Are you passionate about shaping U.S. policy and engagement in the dynamic landscape of East Asia and the Pacific? Cherokee Federal is seeking a dedicated Program Specialist...

  • Program Specialist

    2 hours ago

    Washington, United States Cherokee Nation Businesses Full time

    Job Description Program Specialist As required by our governmental client, this position requires being a US Citizen AND an active TS/Sensitive Compartmental Information (SCI) clearance. Are you passionate about shaping U.S. policy and engagement in the dynamic landscape of East Asia and the Pacific? Cherokee Federal is seeking a dedicated Program Specialist...

  • Program Associate

    7 days ago

    Washington, United States World Learning Full time

    Reports to : Program Officer, Fulbright Specialist Program Starting Salary: $49,440Term of Employment: Full-timeApply by: Applications will be reviewed on a rolling basis.A Cover Letter is required to apply.Base of Designation : Washington, DCRemote Eligible: HybridWorld Learning seeks a full time Program Associate to support the U.S. Department of State's...

  • Program Associate

    1 month ago

    Washington, United States World Learning Full time

    **Reports to**: Program Officer, Fulbright Specialist Program Starting Salary: $49,440 **Base of Designation**: Washington, DC **Remote Eligible**: Hybrid **World Learning seeks a full time Program Associate to support the U.S. Department of State's Fulbright Specialist Program.** World Learning administers the Fulbright Specialist Program (FSP) on...

  • Senior Program Specialist

    6 days ago

    Washington, United States Cherokee Nation Businesses Full time

    Job DescriptionSenior Program Specialist This position requires an active Secret clearance and the ability to obtain a TS/Sensitive Compartmental Information (SCI) clearance to be considered. The Senior Program Specialist will advise and assist the Grants Officer Representative and Grants Officer with program development, management, planning, and...

  • Program Specialist

    2 weeks ago

    Washington, United States Chenega Corporation Full time

    **Summary** Come join a company that strives for _Extraordinary People and Exceptional Performance_ ! **Chenega Enterprise Systems & Solutions, LLC,** a **Chenega Professional Services** company, is looking for a **Program Specialist** to support the US Agency for International Developments Middle East (ME) Bureaus Middle East Affairs (MEA) Office. The...

  • Financial Program Specialist

    3 weeks ago

    Washington, United States Court Services and Offender Supervision Agency for DC - Agency Wide Full time

    Summary The position serves as the Financial Program Specialist, located in the Office of Administration (OA) within Court Services and Offender Supervision Agency for the District of Columbia (CSOSA). CSOSA provides community supervision of adult offenders released by the DC Superior Court or the United States Parole Commission on probation, parole...

  • Program Specialist

    7 days ago

    Washington, DC, United States Chenega Full time

    SummaryCome join a company that strives for Extraordinary People and Exceptional Performance! Chenega Enterprise Systems & Solutions, LLC, a Chenega Professional Services’ company, is looking for a Program Specialist to support the US Agency for International Development’s Middle East (ME) Bureau’s Middle East Affairs (MEA) Office.The Program...

  • Program Technical Specialist

    6 days ago

    WASHINGTON, United States Optica Full time

    The Program Technical Specialist will primarily support the Optica Membership division with cutting-edge technical webinars, workshops, and career summits to a global membership. They will define, develop, and implement strategic initiatives across the global membership portfolio. This position portfolio has four program areas to focus on: Engineering...

  • Program Specialist

    3 weeks ago

    Washington, United States Veterans Health Administration Full time

    Summary This position is in the Quality and Safety Service (QPS), Washington DC VA Medical Center (DCVAMC). The incumbent supports QPS staff, functional committees, and those responsible for monitoring service level safety indications by designing custom databases, queries, forms, spreadsheets, reports and dashboards to collect, organize, format, and...

  • Professional Development Program Specialist

    3 weeks ago

    Washington, United States Cape Fox Corporation Full time

    Professional Development Program Specialist - (7372) This details all the information about the job posting. Share this job as a link in your status update to LinkedIn. Job Title Professional Development Program Specialist Job Description Cape Fox subsidiary Wolf Lake Services is seeking a Professional Development Program Specialist to join our team in...

  • Program Specialist

    3 weeks ago

    Washington, Washington, D.C., United States CFP Board Full time

    Under general supervision, the CE & Experience Program Specialist 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...

  • Program Support Specialist

    11 hours ago

    Washington, United States Office of Government Ethics Full time

    Summary The Compliance Division (CD) administers the Executive Branch financial disclosure program and monitors and reviews agency ethics programs to ensure compliance with applicable ethics requirements established by statutes, rules, regulations, and Executive Orders. As a Program Support Specialist, you will perform a wide variety of duties to maintain an...

  • Supervisory Program Specialist

    3 weeks ago

    Washington, United States Federal Emergency Management Agency Full time

    Summary The ideal candidate for this position will have experience in finance, contract management, audits, manpower and human resources functions for the Individual Assistance (IA) Division. Duties What will I do in this position if hired? In this position, you will serve as a Supervisory Program Specialist for the Recovery Directorate,...

  • Prevention Program Assessment Specialist

    3 weeks ago

    Washington, United States Ladgov Corporation Full time

    Job DescriptionJob DescriptionJob Description: Prevention Program Assessment SpecialistLocation: 1000 Navy Pentagon, Washington, DC 20350Type: Hybrid but mostly onlinePosition Overview: We are seeking a dynamic and dedicated Prevention Program Assessment Specialist to join our team. The primary responsibility of this role is to establish effective oversight...

  • Program Specialist- On Contract

    3 weeks ago

    Washington, United States Boston Consulting Group Full time

    WHAT YOU'LL DO The Program Specialist is expected to play a pivotal role in the operations and programme management of the RISE Career Development Centre which supports our RISE by BCG U learners with their career development efforts through various programs such as personalized CV and interview coaching, career goal-setting and employer engagements, to...

  • Program Technical Specialist

    1 week ago

    Washington, United States Optica Full time

    Primary Responsibilities Technical Program Management: Develop, create, and implement engineering programs that support companies, their staff and individual members with career and professional development. Develop webinars and workshops on topics related to emerging optics and photonics technologies. The Program Technical Specialist...

  • Program Technical Specialist

    6 days ago

    Washington DC, United States Optica Full time

    The Program Technical Specialist will primarily support the Optica Membership division with cutting-edge technical webinars, workshops, and career summits to a global membership. They will define, develop, and implement strategic initiatives across the global membership portfolio. This position portfolio has four program areas to focus on: Engineering...

  • Housing Program Specialist

    3 days ago

    Washington, United States Department of Health Full time

    This position is located in the DC Department of Health HIV/AIDS, Hepatitis, STD and TB Administration (HAHSTA), Partnerships, Capacity Building, and Community Outreach Division. The HAHSTA mission is optimizing health, wellness, and lifelong success through innovation for people living with or at risk of HIV, hepatitis, STDs and TB. The Administration plans...

  • Program Specialist

    7 days ago

    Washington, DC, United States Kwaan Tech Full time

    Job TitleProgram SpecialistJob DescriptionProgram SpecialistWork Location: Department of State, Washington, DCCape Fox is seeking a highly qualified Program Specialist to join our team in support of the US Department of State (DOS).Core Duties:Draft and update briefing papers, memos, talking points, and updates on issues related to U.S.-Qatar relations for...