More than 100 financial advisor attendees of Matrix’s 2014 Get Connected Conference recently attained NAPA’s Qualified Plan Financial Consultant (QPFC) credential.
Following the advisors’ completion of a six-month webinar training series was a four-day onsite “boot camp” training led by industry expert Sarah Simoneaux of SCS Consulting. NAPA administered the proctored examination at the conference, a first for an industry conference, providing attendees with the opportunity to earn their QPFC credential upon completion of the boot camp experience. The annual conference, held in Keystone, CO, provides sales training to advisors who want to increase their retirement plan business.
Developed and supported by NAPA, the QPFC credential is the gold standard for financial professionals who sell, advise, market or support qualified retirement plans. The QPFC is designed for professionals with at least two to three years of retirement plan experience. For more information about the program, please contact Lisa Allen at [email protected].
