Credentials and Certificates
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.
Members who have earned their CPFA credential need to be aware of NAPA's CE policy. Review it here.
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.
Looking for ways to enhance yourconsultative value to businesses and their key employees? Want to differentiate your practice from the competition, expand your value proposition, and increase your revenue? Then the Nonqualified Plan Advisor program is for you and FREE to NAPA members. If you haven't already received your enrollment code, contact us today. Contact Customer Care at 703-516-9300.
The NAPA 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 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 ASPPA College of Pension Actuaries (ACOPA) provides pension actuaries with webcasts, confrences, resources, and the Fellow, Society of Pension Actuaries (FSPA) 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.