Certified Plan Fiduciary Advisor (CPFA) Credential
The Certified Plan Fiduciary Advisor (CPFA) credential- developed by some of the nation’s leading advisors and retirement plan experts- demonstrates your knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Click HERE to learn more about the CPFA credential.
NOTE: The Plan Financial Consulting (PFC) Certificate will no longer be available for purchase online, and is transitioning into the CPFA credential. If candidates do not complete the requirements for the QPFC credential by the end of 2015, the existing requirements will be void and candidates will need to complete the CPFA requirements in order to gain this credential.
Grandfathering – QPFC Credential
Current QPFC holders, are grandfathered and have a choice: they may continue to use the QPFC designation, or, they may choose to switch their designation to CPFA (Certified Plan Fiduciary Advisor).
- If you would like to switch your designation to CPFA, please contact us to request this change at no cost. We encourage you to speak to your compliance department (if applicable) before making the change.
- If you do not want to switch your designation to CPFA, no action is needed on your part.
Check credential status here.