Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

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

Qualified Plan Financial Consultant (QPFC)

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 Qualified Plan Financial Consultant examination. 

Examination Type

Final certification exam (proctored, closed book).

Continuing Education Requirements

10 hours each year.

Verification and Complaints
Check Designation Status Online

Yes, at NAPA Credential Check

Investor Complaint Process

Yes, at Complaints and Discipline

Published List of Disciplined Designees