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The CPFA is Now a Registered ARA Trademark!

Professional Development

We are pleased to announce that NAPA’s Certified Plan Fiduciary Advisor (CPFA) credential has been trademarked!

As NAPA Executive Director Brian Graff announced at the recent NAPA 401(k) Summit, to defend our members’ right to showcase their expertise to employers, clients and colleagues alike, the American Retirement Association (ARA) fought a court battle—and won!—which ultimately granted ARA trademarks rights to NAPA CPFA®. 

Current holders of the credential should have received notification of how to update and best display their achievement. Specifically:

  • When NAPA is included with CPFA: Use the ® symbol (in superscript), i.e., NAPA CPFA®.
  • For CPFA by itself: Use the ™ symbol (uppercase, in superscript), e.g. CPFA™.

Note: Only include the symbols with the first instance of the acronym, in body copy; in subsequent instances, the acronym by itself is appropriate.

Every time we display the ® and ™ symbols, we strengthen our claim on the trademark rights. So, please pass along this guidance to your team members to ensure that everyone is on the same page. If you have any questions, feel free to contact Customer Care.

New Credential Badging 

We’re also excited to let you know that NAPA has created a digital badge for the CPFA credential.  Credential holders will soon receive instructions on how to use the free badge—available through Credly—which is a visual representation of the knowledge and skills you acquired while earning your CPFA credential.