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:
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- 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:
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- 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.