Summer Intern

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 more than 107,000 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.

Internship Description

CFP Board invites students who are eager to work on real-world projects in collaboration with key business leaders across the organization. You will be empowered to build community, explore your passion and build your business acumen. It is a chance to see the inner workings of a thriving non-profit organization that is committed to excellence. In this role, interns will be assigned to teams based on their educational background and interests and will use their skills and experience to contribute to projects designed to develop business strategy.

The Summer Internship program will be 8 weeks from June 1 – July 24. Interns must be available Monday – Friday 8:30 – 5:00 and will be expected to maintain a hybrid work schedule (Tuesday – Thursday in office). To apply, please submit your resume and include a cover letter that includes: your professional areas of interest (see below), your goals for the internship and why you’d like to intern for CFP Board. We will work with you to obtain college credit if our program aligns with your school’s requirements. Pay is $20/hour.

Below is a list of departments who could potentially host an intern for the summer. In a cover letter submitted along with your resume, please list your top 3 preferences for where you will be placed.

Professional Practice: Comprised of our Education (Reviews courses submitted by Colleges and Universities for compliance according CFP Board standards), Exams (Manages the testing process from start to finish) and Continuing Education/Experience (reviews CE courses for alignment with principal knowledge topics) teams.

Marketing and Communications: Please communicate your preference for marketing vs. communications

Enforcement: Accountable for enforcement activities and outcomes.

Professional Standards & Legal: Responsible for providing effective legal and business advice, maintaining and enforcing trademarks and setting and enforcing compliance with ethics standards.

Public Policy: Supports CFP Board’s policy and advocacy programs and initiatives that advance the financial planning profession and benefit the public.

Corporate Growth: This team develops and nurtures strategic alliances and relationships with firms and other stakeholders to promote financial planning, CFP® certification and the organization’s programs and initiatives.

Research: This team works to leverage research programs through partnerships that result in a body of knowledge via publications, presentations, and communications in collaboration with staff.

Pro Boo: Focuses on growing the “supply” of pro bono willing CFP® professionals, while partners will take responsibility for the “demand” side by providing opportunities for them to support underserved populations.

Workforce: Identifies, develops and implements strategy to increase awareness and pursuit of financial planning careers among career changers, recent college grads, current baccalaureate students, and college bound high school students.

Duties and Responsibilities

• Assists CFP Board staff in conducting departmental functions and special projects. Develops and coordinates reports, correspondence, and other related materials under guidance.
• Participates in planning, organizing, and executing actions necessary to accomplish both short-and long-term departmental goals. Supports the resolution of issues, provides recommendations, and completes assigned projects.
• Provides project management support by monitoring milestones, goals, and target dates while evaluating progress against established schedules. Identifies potential problem areas and recommends corrective actions to ensure project success.
• Observes meetings, interactions with stakeholders to gain an understanding of organizational processes and relationships. Disseminates relevant information to appropriate staff and assists in organizing and scheduling events, meetings, and collaborations with a wide range of stakeholders.
• Provides assistance in planning, monitoring, and conducting special studies, projects, and initiatives. Evaluates project results and makes recommendations to improve processes and procedures.
• Attends training sessions and engages in activities designed to enhance professional competencies and technical skills.
• Performs other duties as assigned, requiring exceptional interpersonal skills and the ability to handle sensitive matters with discretion and professionalism.

Qualifications

• You are a rising junior, senior, or 1L Law student
• Must be authorized to work in the US
• Demonstrated ability to learn quickly in a fast-paced environment
• Organized with excellent time management skills
• Robust communication (written and verbal), collaboration, & problem-solving skills
• Drive and eagerness to learn
• Creative professional, empowered to bring bold ideas forward
• Passion for problem solving

1. 0 GPA or higher

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.

CFP Board is an Equal Opportunity Employer. Interns will be paid $20/hour.