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.
Get in touch with a Parsec Financial representative at an office near you.
Please sign up to join our mailing list and receive our latest news, thought leadership content and invitations to upcoming webinars.