The CPFA® credential (Certified Plan Fiduciary Advisor) was developed by some of the nation’s leading advisors and retirement plan experts.

This prestigous certification demonstrates your knowledge, expertise, and commitment to working with retirement plans. Key learning areas include fiduciary responsibility, regulatory compliance, and best practices in plan management. Financial advisors who earn their CPFA® designation demonstrate the expertise required to act as a plan fiduciary and can help plan fiduciaries manage their roles and responsibilities.