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CE Requirements for CPFA

Know Your Requirement

CPFA CE Requirements Overview

CE Requirements
10 hours in each calendar year.
License Renewal period
Renew your CPA license by March 1 of each calendar year for the prior year's activities.
CE Reporting Cycle
CE must be reported by March 1 of each calendar year for the prior year's activities.
Ethics Requirement
One (1) hour of professional ethics and the ARA’s Code of Professional Conduct (“Ethics”).
Carry Over Credits
No credit carryforward is allowed.
Subject Area RestrictionMin. 4 hours of retirement plan (“Relevant Topics”) related topics.

Need guidance with compliance requirements?

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Simplifying Regulations for 2025

CPFA CE RequirementComplete 10 hours in each calendar year.
Ethics Requirement
One (1) hour of professional ethics and the ARA’s Code of Professional Conduct (“Ethics”).
Initial CE Hours
Initial licensees who pass the CPFA exam are not required to earn any CE hours for the year they pass the exam. Starting the following year, they must earn 10 CE hours to maintain their CPFA credential. View more
Content Requirement
Min. 4 hours of retirement plan (“Relevant Topics”) related topics. View more
Subject Areas
CPFA professionals can find detailed FOS on this link.
Learning Modes
All CE can be completed through self-study.
Eligible Learning Activities
Includes Live and On-Demand Webcasts.
CE Deadline
CE credits must be completed by December 31 of each calendar year.
Reporting
CE must be reported by March 1 of each calendar year for the prior year's activities.
License Renewal
Renew your CPA license by March 1 of each calendar year for the prior year's activities. Failure to renew by this date will result in a 60-day period from the date of notification to correct the deficiency. View more
Carry Forward
No credit carryforward is allowed.
Record Retention
Maintain records of completed CE credits for two (2) calendar years following the calendar year for which the CE credit is reported.
Renewal Fees
The renewal fee for NAPA Firm Partners is $81 and Non-Firm Partner is $690. View more

Do MYCPE ONE Courses Qualify for CE credits for the Certified Plan Fiduciary Advisor (CPFA)? Yes!

MYCPE ONE holds NASBA approval and provides CE courses tailored for designations offered by NAPA. Unlike other certification bodies, NAPA doesn't mandate its designation holders to pursue CE from NAPA-approved providers exclusively. This flexibility guarantees that all courses offered by MYCPE ONE are fully compliant for earning CPFA Credits. Additionally, MYCPE ONE specializes in various learning formats, including -  

  • Group Live Programs, 
  • Group Internet Based, and 
  • Self-Study. 

You can verify our NASBA sponsorship under MYCPE ONE on the NASBA Registry. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today!

Contact Information for the National Association of Plan Advisors (NAPA)

4401 Fairfax Drive 
Suite 600 
Arlington 
VA 22203 
Phone: 703-516-9300 
E-mail: customercare@napa-net.org
Website: NAPA 

Disclaimer: We regularly update our website to ensure the information regarding CPFAs CE requirements is current and accurate. However, for your complete understanding and to ensure compliance, we strongly advise you to visit the official board website for the most up-to-date and definitive information.

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Frequently Asked Questions

CPFA professionals must complete 10 hours of CE each calendar year.

Yes, CPFA professionals are required to complete one (1) hour of professional ethics, which includes the ARA’s Code of Professional Conduct

Yes, CPFA professionals must complete a minimum of 4 hours of retirement plan-related topics (relevant topics).

Initial licensees who pass the CPFA exam are not required to earn any CE hours for the year they pass the exam. Starting the following year, they must earn 10 CE hours to maintain their CPFA credential.

CPFA professionals can find detailed fields of study (FOS) in the provided link

All CE can be completed through self-study.

Eligible activities include live and on-demand webcasts.

CE credits must be completed by December 31 of each calendar year.

CE must be reported by March 1 of each calendar year for the prior year's activities.

CPFA professionals must renew their credential by March 1 of each calendar year for the prior year's activities.

No, CPFA professionals cannot carry forward excess CE credits.

CPFA professionals must maintain records of completed CE credits for two (2) calendar years following the calendar year for which the CE credit is reported.

The renewal fee for NAPA Firm Partners is $81, while Non-Firm Partners must pay $690. View more

MYCPE ONE holds NASBA approval and provides CE courses tailored for designations offered by NAPA. Unlike other certification bodies, NAPA doesn't mandate its designation holders to pursue CE from NAPA-approved providers exclusively. This flexibility guarantees that all courses offered by MYCPE ONE are fully compliant for earning CPFA Credits. You can check the eligibility of each course by referring to the "QUALIFIES FOR" section on the course page.

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