Certified Plan Fiduciary Advisor (CPFA)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization |
| Issuing Organization | National Association of Plan Advisors |
| Qualification and Training Requirements | |
| Prerequisites | None |
| Designation Training Requirements | Optional online, interactive self-study course |
| Designation Exam Type | Proctored, closed-book exam |
| Continuing Education Requirements | 10 hours annually |
| Verification and Complaints | |
| Online Designation Resource | Online at https://www.napa-net.org/education/credential-check/. |
| Investor Complaint Process | Submit complaints via email to [email protected]. Learn more at Complaints and Discipline. |
| Published List of Disciplined Designees | None |
