Exam Registration Coordinator, Certification Operations

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING; Washington (District of Columbia); Hybrid; USD 54,000 - 63,000; Full time

Job summary

CFP Board in Washington, DC, is seeking a full-time Program Coordinator, Exam Registration to support Certification & CE Operations. You will coordinate exam registrations, apply policies, and maintain candidate records, ensuring accurate processing and high-quality candidate support.

The role emphasizes accuracy, collaboration across teams, and ongoing process improvement. A bachelor's degree and 1–3 years in certification or credentialing operations are preferred; hybrid work in the DC office

Qualifications

• Bachelor's degree in business administration, public administration, psychology, education, communications, or a related field.
• One to three years of professional experience supporting certification, credentialing, examination administration, higher education, customer operations, or a related field.
• Knowledge of certification, testing, or credentialing operations preferred.
• Demonstrated ability to coordinate multiple projects, processes, or operational activities while meeting deadlines.
• Strong customer service orientation with the ability to communicate effectively and professionally with diverse stakeholders.
• Excellent written and verbal communication skills.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Ability to interpret and consistently apply established policies, procedures, and operational guidelines.

Responsibilities

• Coordinate examination registration activities to ensure candidate applications, deadlines, and supporting documentation are processed accurately and timely.
• Apply CFP® examination policies, procedures, and terms and conditions consistently while ensuring candidate compliance and adherence to established requirements.
• Assist candidates with examination-related processes, including registration, withdrawals, refunds, testing accommodations, special requests, and examination policies.
• Monitor examination email accounts and other communication channels; respond to candidate and stakeholder inquiries in a timely, accurate, and professional manner.
• Maintain accurate examination records within CFP Board systems and ensure the integrity of candidate data.
• Coordinate the setup, testing, administration, and ongoing maintenance of examination registration pricing, including promotional offers, discounts, and special pricing configurations, ensuring accurate implementation within CFP Board systems.
• Monitor operational trends and identify opportunities to improve operational efficiency, consistency, and candidate experience.
• Collaborate with cross-functional teams to resolve candidate issues and support organizational initiatives.

Skills

Customer service

Communication skills

Organizational skills

Multitasking

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in business administration/public administration/psychology/education/communications

Tools

MS Office

AMS/CRM systems

Examination management systems

Job description

CFP Board in Washington, DC, is seeking a full-time Program Coordinator, Exam Registration to support Certification & CE Operations. You will coordinate exam registrations, apply policies, and maintain candidate records, ensuring accurate processing and high-quality candidate support.

The role emphasizes accuracy, collaboration across teams, and ongoing process improvement. A bachelor's degree and 1–3 years in certification or credentialing operations are preferred; hybrid work in the DC office