Credentials and Certificates
The Certified Plan Fiduciary Advisor (CPFA®)/QPFC 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®/QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
The Nonqualified Plan Advisor (NQPA™) Credential – developed by some of the nation’s leading advisors and retirement plan experts – demonstrates your knowledge, expertise, and commitment to working with nonqualified deferred-compensation and executive-compensation plans. Advisors who earn their NQPA™ credential demonstrate the expertise required to advise employers on nonqualified plan design and plan financing.
The 401(k) Rollover Specialist (k)RS™ credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to assisting clients with rollovers. Wealth management and retirement plan advisors who earn the (k)RS™ credential demonstrate the expertise required to comply with new regulations for recommending rollovers to individual retirement accounts (IRAs), from one plan to another plan, and from one IRA to another IRA.
Designed by ASPPA and adapted for the NAPA audience, the Introduction to Retirement Plans (IRP) certificate course is designed for employees with no retirement industry experience. This course provides important foundational knowledge, concepts, and language to help all new employees get oriented during their onboarding process.
NAPA's 401(k) Practice Builder is an online modular certificate program that provides you with the foundational knowledge essential to 401(k) plan sales.
NAPA's ESG Investing for 401(k) Advisors was created by some of the nation's leading retirement education professionals to help advisors gain fluency in ESG principles, strategies, and screening. You'll gain insight on common questions and concerns, what questions to ask in assessing ESG investment, and learn how to talk about the benefits and risks of ESG investments for retirement plans.
NAPA's sister association, the American Society of Pension Professionals & Actuaries (ASPPA), offers certificates, credentials, and resources for actuaries, TPAs, record keepers, consultants, and 401(k) and Defined Benefit plan administrators.
The American Society of Enrolled Actuaries (ASEA) provides pension actuaries with webcasts, conferences, resources, and the Fellow, Society of Enrolled Actuaries (FSEA) program.
NAPA's sister association, the National Tax-Deferred Saving Association (NTSA), offers certificates, credentials, and resources for administrators of 403(b) and 457(b) Plans.