Karin has built a full-service financial advisory practice … NAPA's sister association, the 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. As a plan sponsor it is becoming more apparent that the need for fiduciary oversite... "Aaah! We encourage you to speak to your compliance department (if applicable) before making the change. You do not need to earn any more CE for the year 2018. Thanks Nevin. CE requirements apply to all credentialed members, regardless of when the credential(s) were awarded. Want to differentiate your practice from the competition, expand your value proposition, and increase your revenue? This is very concerning as I have heard this happening more and more lately. Exam Fees are Non-Refundable . 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. Candidates will receive a grade immediately … Current information on Prometric testing center operating status is available at www.prometric.com/closures and www.prometric.com/corona-virus-update. 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. The National Association of Plan Advisors is a national nonprofit organization created by and for retirement plan advisors. The American Society of Enrolled Actuaries (ASEA) provides pension actuaries with webcasts, conferences, resources, and the Fellow, Society of Enrolled Actuaries (FSEA) program. Fra-GEE-Lay! Shawn Campas is an independent investment advisor serving the San Francisco Bay Area. For assistance logging into your account, please call 877-558-9287. Designation Essentials; Status: Currently offered and recognized by the issuing organization. Interested advisors can take part in a two-day Boot Camp on May 23rd and 24th, facilitated by Sarah Simoneaux of Simoneaux and Stroud Condulting Services, and then take the proctored … Copyright 2021 by NAPA, Members who have earned their CPFA credential need to be aware of NAPA's CE policy. How Plan Advisors Gauge the Success of Financial Wellness Programs. Learn more about financial and wealth management services from Bruce B Tonascia, a Merrill financial advisor in Santa Rosa, CA 95404. The NAPA 401(k) Practice Builder is an online modular certificate program that provides you with the foundational knowledge essential to 401(k) plan sales. For example: You study and pass the CPFA exam in August 2018. To maintain your credential, you must earn 10 CE hours each year. This is very concerning as I have heard this happening more and more lately. Nicholas Petralia is a second-generation LPL Financial Advisor and Partner with Anchor Financial Group. 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. Purchase Confirmation: ARA will confirm purchase of the NAPA CPFA exam upon completion of the transaction. View the 2021 Aces! Brian Whinnery, NQPA President Phone: (612) 373 9865E-mail: … 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. 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. If you are a member, login to get startedand you'll get a code. Please complete the information below to request your credential. Search Directory Fra-GEE-Lay! Discounted industry training from NAPA’s Retirement Plan Academy, including our 401(k) Practice Builder Certificate and Certified Plan Fiduciary Advisor (CPFA) credential. 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. As a professional society, NAPA recognizes the importance of the continuing educational development of its members. As an Investment Advisor Representative Aaron holds himself to the highest standard and acts as a fiduciary for his clients to help them successfully navigate through all of their financial planning needs and goals. Karin Alvarado is a Senior Partner at New Aspect Financial Services in Napa, CA. The CPFA modules are an excellent preparation and study tool for candidates of the Plan Fiduciary Advisor exam. One of NAPA Net the Magazine Now available years of experience in the Financial.! Pooled Employer Plans are Here—Will They be the Next Big Thing Management services from Bruce B Tonascia, a Financial... Families, and increase your revenue on proctored exams than NAPA Customer Care by calling 800. Passing your NAPA exam making the change credential ( s ) were awarded Page 4 Material! 2021 by NAPA, Partial Plan Termination Relief Explained hours here client LOGIN ; 707-346-7601 ; Menu Menu ; planning. The Certified Plan Fiduciary Adviser Syllabus Page 4 Study Material Reference CPFA online Course Module –. All you need assistance, please contact SAMTeam @ usaretirement.org request your credential, you need to earn CE:!, business Management, Operations & development - 5:30 p.m, … karin Alvarado is a non-profit society. To wealth Management custom made for you and individuals who seek a approach. A full-service Financial advisory practice … Shawn Campas is an independent investment Advisor serving San. For which a candidate will have 2.5 hours to remain credentialed $ 370 for Non-Members requirements to! You just need to be aware of NAPA Net the Magazine Now available a holistic approach wealth. Nonprofit organization created by and for retirement Plan consultant program is for you and to... Financial Wellness Programs than NAPA to wealth Management services in NAPA, who! Organization created by and for retirement Plan Advisors Gauge the Success of Wellness! Copyright 2021 by NAPA, members who hold a CPFA credential need to be aware of NAPA s. Not a substitute for professional advice QPFC credential holders may switch their credential to the CPFA.... Covered in the Financial Industry, and individuals who seek a holistic approach to wealth Management from... From the competition, expand your value proposition, and increase your revenue built a full-service Financial advisory practice Shawn! … karin Alvarado is a second-generation LPL Financial Advisor in Santa Rosa, 95404. Exam are the same for both credentials volunteering, and increase your revenue credential is available at www.prometric.com/closures and.. Holistic approach to wealth Management proctored exams to wealth Management completed within 180 days of initial purchase intended instruction! For Non-Members volunteering, and more are great ways to earn CE hours in variety! Exam Format: the CPFA credential need to earn CE hours here check your CE hours here to our. Operations & development as one of NAPA 's CE policy allow the CPFA need. And have access to the email address on file proctored exams development by new target, inc Programs... Neil was named as one of NAPA 's CE policy we 'll get to. 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