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CFP Board certifies and sets standards for financial planners across the U.S., with over 100,000 CFP® certificate holders. The organization is running cloud infrastructure optimization and operational readiness projects while managing integrations and cost controls—typical of a nonprofit scaling its internal systems. Hiring remains lightweight and regionally focused (U.S. only), with director-level roles concentrated in education, ops, and engineering.
Tech Stack 13 technologies
Core StackLinux AWS Jira Smartsheet Windows Azure Microsoft Office Excel Microsoft Project Microsoft 365 SharePoint Teams
What CFP Board Is Building
◆Challenges
- Integrating systems across departments
- Ensuring seamless data flow
- Cloud infrastructure cost management
- System hardening and vulnerability management
- Compliance with cfp board standards
- Identifying risks to program success
- Operational effectiveness
- Expanding ce revenue streams
- Ensuring compliance with accreditation
- Accurate and timely handling of gift information
▲Active Projects
- Cloud infrastructure performance optimization
- Operational readiness reviews for new technology deployments
- Registered program handbook development
- Travel program resource development
- Connections conference resource development
- New ce & experience business opportunities
- Ce sponsors working group
- New certificate growth
- Donor cultivation and stewardship events
- Major gift donor proposals
Hiring Activity
10 roles · 2 in 30d
Department
Seniority
Company intelligence
