Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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
Prerequisites

None

Designation Training Requirements

Must pass the Certified Plan Fiduciary Advisor examination. 

Designation Exam Type

Final certification exam (proctored, closed book).

Continuing Education Requirements

10 hours each year.

Verification and Complaints
Online Designation Resource

Yes, at NAPA Credential Check

Investor Complaint Process

Yes, at Complaints and Discipline

Published List of Disciplined Designees

None