QPFC - Qualified Plan Financial Consultant

  Qualified Plan Financial Consultant (QPFC)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization American Society of Pension Professionals & Actuaries (ASPPA)
Qualification and Educational Requirements
Prerequisites Licensed financial professional who sells, advises, markets or supports qualified retirement plans
Education Requirements Completion of the following ASPPA exams:
  • Retirement Plan Fundamentals 1 & 2 (RPF 1 & 2)
  • Plan Financial Consulting 1 & 2 (PFC 1 & 2)
Examination Type RPF exams are open-book and non-proctored, PFC exams are proctored
Continuing Education Requirements 40 credits every 2 years
Verification and Complaints
Check Professional Status Online Online at Find an ASPPA Professional
Investor Complaint Process Online at ASPPA Complaints & Discipline Process
Published List of Disciplined Designees None
Accredited By None