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

Senior Financial Advisor | Director of Business Retirement Services
Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor

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