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Education

Credentials and Courses

NAPA Education resources provide retirement professionals with the knowledge they need to advise both participants and sponsors of retirement plans. The Certified Plan Fiduciary Advisor (CPFA) credential demonstrates the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. To elevate your knowledge and learn practical ways to launch into the nonqualified plan market, NAPA is proud to offer the Nonqualified Plan Advisor Certificate. Boost your 401(k) sales with tips from the NAPA 401(k) Practice Builder.

Members who have earned their CPFA credential need to be aware of NAPA's CE policy. Review it here.


Webcasts

NAPA Academy keeps you up to date on breaking topics and ever-changing rules and regulations through periodic webcasts, in both live and recorded formats. NAPA webcasts are a complimentary benefit of being a NAPA member. Register for an upcoming live webcast today or watch an On-Demand Webcast on your My Learning Activities page to stay current with industry trends and changes. Many webcasts offer continuing education credits to help you maintain your credential.


Conferences

The NAPA 401(k) SUMMIT is the premiere conference in the industry dedicated to professionals in the 401(k) marketplace. The SUMMIT provides a unique, interactive environment for retirement professionals who actively sell, market, support or service 401(k) plans including:

  • Broker Dealer Registered Reps
  • Registered Investment Advisors
  • Plan Administrators (TPAs)
  • Product and Service Professionals

The NAPA D.C. Fly-In Forum is the way for you to have your voice heard and get the inside scoop on the latest developments in the nation’s capital. You will get to meet with your member of Congress and/or their staff, and hear from regulatory and industry leaders about the latest policy developments that could affect your practice.

The Nonqualified Plan Advisor Conference expands your expertise in nonqualified plans through opens collaborative discussions with top decision-makers, cultivates business opportunities and offers invaluable — and flexible — benefits to clients. A knowledge of nonqualified plans can keep you ahead of competitors and protect your practice in the marketplace.

The Women in Retirement Conference (WiRC) is the only conference of its kind, with content built by women advisors and TPAs for women. WiRC brings together business owners and managers in the retirement plan service industry to focus on four key areas: leadership, marketing, practice management and personal growth.

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