The Certified Pension Consultant (CPC) credential is conferred by ASPPA to benefits professionals working in plan administration, pension actuarial administration, insurance and financial planning. CPCs work alongside employers to formulate, implement, administer and maintain qualified retirement plans. The CPC is the capstone credential, or highest credential, currently conferred by ASPPA.
To earn the CPC credential, you must successfully complete the following exams:
- Retirement Plan Fundamentals
- Defined Contribution Administrative Issues – Basic Concepts (DC-1)
- Defined Contribution Administrative Issues – Compliance Issues (DC-2)
- Defined Contribution Administrative Issues – Advanced Topics (DC-3)
- Administrative Issues of Defined Benefit Plans
- CPC Modules (four core CPC modules and two elective CPC modules)
- CPC exam
You also must:
- Verify a minimum of two years’ experience in the retirement plan industry
- Provide two letters of recommendation
- Apply for the ASPPA credentialed membership
All credentialed members must acquire 40 hours of continuing education (CE) credits (2 of which must be Ethics) in a two-year cycle and renew their ASPPA Membership annually to retain their credential(s). Learn more about CE here.