What is NAPA’s CPFA Credential?
The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to working with retirement plans. Plan advisors who earn their CPFA credential demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
What will the NAPA CPFA Bootcamp consist of?
The bootcamp will cover four key areas:
ERISA Fiduciary Roles and Responsibilities
ERISA Fiduciary Oversight
ERISA Plan Investment Management
ERISA Plan Management
8:00 a.m. – 12:00 p.m.
12:00 p.m. – 4:00 p.m.