Meeting/Event Planner plans and organizes live or virtual meetings and events for an organization or external clients. Implements an event strategy to achieve objectives. Being a Meeting/Event Planner researches and recommends event venues. Coordinates meeting logistics, including attendee registration, transportation, accommodations, meals, and technology. Additionally, Meeting/Event Planner conducts rehearsals and system checks of all equipment and connectivity. Researches and maintains relationships with vendors for event support services. Coordinates budget planning and ensures that events stay within cost projections. Typically requires a bachelor's degree or equivalent. Typically reports to a manager or head of a unit/department. The Meeting/Event Planner occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Meeting/Event Planner typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)
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
Background / Skills / Abilities Preferred
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.
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.
Last updated : 2024-03-04
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