Contact Us. How Managed Accounts Might Help Remote Workers, U. Penn Settles 403(b) Suit for $13 Million—and Change(s), Women, Minorities Face Ongoing Challenges in Financial Advice Industry. She is fluent in both English and Spanish and has over 17 years of experience in the Financial Industry. This is very concerning as I have heard this happening more and more lately. Congratulations on passing your NAPA exam! Discounted industry training from NAPA’s Retirement Plan Academy, including our 401(k) Practice Builder Certificate and Certified Plan Fiduciary Advisor (CPFA) credential. Unit 1. All credential certificates are send via mail. Forgot your username? NAPA's sister association, the National Tax-Deferred Saving Association (NTSA), offers certificates, credentials, and resources for administrators of 403(b) and 457(b) Plans. Topic 6 – Plan Types and Provisions Learning Objectives The successful candidate will be able to: 6.01 Compare and contrast IRA-based plans to 401(k) plans. As a plan sponsor it is becoming more apparent that the need for fiduciary oversite... "Aaah! Purchase Confirmation: ARA will confirm purchase of the NAPA CPFA exam upon completion of the transaction. Contact Customer Care at 703-516-9300. Shawn Campas is an independent investment advisor serving the San Francisco Bay Area. Read the comprehensive NAPA CE policy or contact Customer Care by calling (800) 308-6714 Monday through Friday 8:30 a.m. - 5:30 p.m. In response to the calls to practice social distancing to stop the coronavirus, NAPA has approved offering the exam online and approved a temporary waiver of the proctor requirement for CPFA online exams. You can earn CE hours in a variety of ways, including from parties other than NAPA. Have you earned your 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. Below is a brief FAQ with commonly asked questions. ET. Designation Essentials; Status: Currently offered and recognized by the issuing organization. However, for 2019, you must earn another 10 CE hours to remain credentialed. You do not need to earn any more CE for the year 2018. Jan 15, 2021. Thanks Nevin. NAPA’s Broker-Dealer and RIA Firm Partners are eligible for volume discounts on proctored exams. Jan 15, 2021. How Managed Accounts Might Help Remote Workers, U. Penn Settles 403(b) Suit for $13 Million—and Change(s), Women, Minorities Face Ongoing Challenges in Financial Advice Industry. If you would like to switch your designation to CPFA, please contact us to request this change. The National Association of Plan Advisors is a national nonprofit organization created by and for retirement plan advisors. American Society of Pension Professionals & Actuaries (ASPPA), offers certificates, credentials, and resources for actuaries, TPAs, record keepers, consultants, and 401(k) and Defined Benefit plan administrators. Passing the CPFA examination earns you those 10 CE hours, but in every following year, you must earn another 10 CE hours to maintain this credential. Since our inception in 1995, lagos wealth advisors has worked closely with CPA and Estate Tax Law firms as a primary resource providing the tax and financial solutions in wealth management and the mitigation of taxes. The CPFA online exam is available for purchase on the ARA Marketplace. You may also receive an enrollment code directly from a CPSP education partner, as well as a NAPA Certified Plan Fiduciary Advisor (CPFA) or Qualified Plan Financial Consultant (QPFC) credentialed advisor. Click on a certificate name below to open and print your certificate. Exam Format: The CPFA exam includes 70 multiple choice questions for which a candidate will have 2.5 hours to complete. Broad categories include topics such as: If you do not earn sufficient CE credits during any CE cycle, NAPA will suspend your credential(s) until you have completed the required CE credits in the 12 months prior to applying for reinstatement as a credentialed member. Winter Issue of NAPA Net the Magazine Now Available! The National Association of Plan Advisors is a non-profit professional society. View the 2021 Aces! Congratulations! One of the exciting new options at this meeting is the opportunity for advisors to earn NAPA's CPFA (Certified Plan Fiduciary Advisor) designation * onsite in Charlotte. Please note that not all certifications are available for self-printing. CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA Noncore, 2 JBEA Formal About the Speaker: Jake Linney, CPC, CPFA is the Director, Key Accounts at the American Retirement Association. To maintain the credential, you need to earn CE hours. This is very concerning as I have heard this happening more and more lately. Not a member? Exam Fees are Non-Refundable . - A Christmas Story. 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. Karin has built a full-service financial advisory practice … She is fluent in both English and Spanish and has over 17 years of experience in the Financial Industry. If you are a member, login to get startedand you'll get a code. Current information on Prometric testing center operating status is available at www.prometric.com/closures and www.prometric.com/corona-virus-update. 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