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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 Educational Requirements


Education Requirements

Must pass the Certified Plan Fiduciary Advisor examination. 

Examination Type

Final certification exam (proctored, closed book).

Continuing Education Requirements

10 hours each year.

Verification, Complaints and Accreditation
Check Designation Status Online

Yes, at NAPA Credential Check

Investor Complaint Process

Yes, at Complaints and Discipline

Published List of Disciplined Designees


Accredited By