Certified Plan Fiduciary Advisor (CPFA®)/Qualified Plan Financial Consultant (QPFC)

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.

Qualified Plan Financial Consultant (QPFC)

This credential is available as an alternative to the CPFA® credential. The coursework and exam are the same for both credentials. NAPA members may use the QPFC credential if their broker/dealer does not allow the CPFA® credential.

• Existing QPFC credential holders may switch their credential to the CPFA® credential at no cost. If you would like to switch your designation to CPFA®, please contact us to request this change. We encourage you to speak to your compliance department (if applicable) before making the change.

WHO IT'S FOR
Anyone in the retirement plan industry who works with 401(k) plans.

WHAT IT TAKES

• Read the NAPA CPFA®/QPFC Candidate Handbook.
• Pass the designation exam.
• Apply for NAPA credentialed membership.

ADDITIONAL RESOURCES

• Online Prep Course
• NAPA Exam Policy
• Disciplinary Procedures