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Credential: Certified Plan Fiduciary Advisor
The CPFATM credential was developed by retirement plan experts whose candidates complete focused education in ERISA rules and regulations centered on:
• Fiduciary Roles and Responsibilities
• Fiduciary Oversight
• Plan Investment Management
• Plan Management
The program, sponsored by the National Association of Plan Advisors (NAPA), a member organization of the American Retirement Association (ARA), prepares candidates for a proficiency examination on retirement planning concepts, terminology, and features of qualified plans, as well as, plan administration, compliance, investment, fiduciary, and ethics issues.
Parsec Employees Who Have Earned the CPFA
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