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ASPPA LearningASPPA Learning
  • Home
  • Education
    • Login to My Learning Activities
    • IRP Certificate
    • RPF Certificate
    • QKA Credential
    • QKS Credential
    • QKC Credential
    • QPA Credential
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    • CPC Credential
    • CPFA Credential
    • TGPC Credential
    • ERISA Outline Book
  • Conferences
  • Webcasts
  • FAQ
Register for CPFA
CPFA Candidate Handbook

Overview
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.

Who It’s For
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.

Content
The CPFA Coursework covers four key areas in four different modules:

    • ERISA Fiduciary Roles and Responsibilities
    • ERISA Fiduciary Oversight
    • ERISA Plan Investment Management
    • ERISA Plan Management

 

What It Takes
To study for the examination candidates may purchase online modules. These modules contain:

    • All the content covered in the examination, presented using case studies;
    • Interactive practice activities based on real life situations;
    • Multiple-choice sample questions that mimic the questions found on the examination;
    • Additional resources for continuous learning

 

Exam Information
You can obtain the NAPA CPFA by successfully passing the NAPA CPFA Examination, which consists of 70 multiple-choice questions.

You’ll have three hours to complete the exam, and receive immediate notification of your grade.

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