The CPFA 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.
“The CPFA helps to both demonstrate my commitment to high service standards to our clients and prospects, as well as deepen conversations about best practices and fiduciary duties to the plan and its participants,” Nolan said.
Nolan is the first person at Parsec to receive this designation. Learn about all 17 credentials that Parsec employees hold at parsecfinancial.com/credentials.
About Parsec Financial: Parsec is a fee-only registered investment advisor with $3 billion in assets under management as of September 30, 2020. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services to more than 1,800 individuals and businesses in six offices across North Carolina.
Media Contact:
Tracy Clark, Head of Marketing
tclark@parsecfinancial.com
336-207-5956
