NAPA’s CPFA Bootcamp

Are you looking for a way to show your retirement plan expertise to current and future clients? We’ve got what you need! As a NAPA 401(k) Summit advisor attendee, you are eligible to attend our four-hour CPFA Bootcamp and sit for the exam, at no additional cost, courtesy of our partners at John Hancock.

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.

The bootcamp will cover four key areas:

ERISA Fiduciary Roles and Responsibilities
ERISA Fiduciary Oversight
ERISA Plan Investment Management
ERISA Plan Management

For additional information about the designation and requirements, please visit www.napacpfa.org.