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 demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
NOTE: If you currently hold the QPFC designation, you are eligible to be grandfathered in to the new CFPA credential and do not need to participate in this program.
The CPFA credential is earned by successfully passing a 75 multiple-choice question proctored examination. Participants will be required to complete the CPFA Online Study modules prior to attending the conference. The CPFA Online Study modules include all content that will be included in the examination in the following four areas:
- ERISA Fiduciary Roles and Responsibilities
- ERISA Fiduciary Oversight
- ERISA Plan Investment Management
- ERISA Plan Management
Study Materials
To prepare yourself for the CPFA examination you will need to complete the CPFA Online Study Modules.
NOTE: Financial Advisors associated with the following broker dealers are not required to purchase the online study modules, as the cost is covered by the broker dealer.
Wells Fargo
Morgan Stanley
Advisor Group (all broker dealers)
Commonwealth Financial
LPL Financial
NFP
VOYA Brokerage
CUNA Brokerage
Please contact Elizabeth Duda at [email protected] if you are affiliated with one of the above broker dealers and you will be provided with instructions on accessing the modules. Please ensure you refer to your associated broker dealer, as listed above.
Meeting Fees
| ABC Member |
|
| CPFA Bootcamp and Exam | $200 |
| ASPPA/NAPA Member | |
| CPFA Bootcamp and Exam | $244 |
| CPFA Online Study Materials | $613 |
| Non-Member | |
| CPFA Bottcamp and Exam | $271 |
| CPFA Online Study Materials | $922 |
ABC Carolinas Membership
To join, click here. Become a member and save on the cost of attendance! If you do not have an ASPPA user ID and password, please create a free ASPPA account here.
Registration for the CPFA Boot Camp and Exam
Hotel Information
Book your hotel room before May 2nd and mention ABC Carolinas for a room discount.
CE Credit Info CE credit will be available; stay tuned for more details.
*Note that in lieu of CPFA, QPFC (Qualified Plan Financial Consultant) may be used. Please check with your broker dealer or RIA compliance department regarding the approval and use of designations.
Frequently Asked Questions
There is no cost to participate in the Boot Camp onsite. For members of an ARA organization, there is a $244 cost to register for the CPFA proctored examination and a $613 cost to purchase the CPFA Online Study Modules (see website for non-member pricing.) As detailed above, advisors associated with the following broker dealers are not required to purchase the online study modules, as the cost is covered by the broker dealer; Wells Fargo, Morgan Stanley, Advisor Group (all broker dealers), Commonwealth Financial, LPL Financial, NFP, VOYA Brokerage and CUNA Brokerage. Annual membership dues apply and must be paid to keep your CPFA credential active.