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Certified Plan Fiduciary Advisor (CPFA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization National Association of Plan Advisors
Qualification and Training Requirements


Designation Training Requirements

Optional online, interactive self-study course

Designation Exam Type

Proctored, closed-book exam

Continuing Education Requirements

10 hours annually

Verification and Complaints
Online Designation Resource

Online at

Investor Complaint Process

Send complaints via email to [email protected]. Learn more at Complaints and Discipline.

Published List of Disciplined Designees