The National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. Continuing education plays an important role in membership as a Certified Plan Fiduciary Advisor (CPFA). Membership offers three valuable benefits: advocacy, business intelligence, and networking – all designed to keep plan advisors at the forefront of the industry and help them succeed.
MY-CPE LLC offers continuing education courses for Certified Plan Fiduciary Advisor (CPFA) Professionals. We are focused on providing quality continuing education to members that incorporate the qualified subject areas. Our CE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) CE REQUIREMENT OVERVIEW
| CE Requirements | 10 hours of CE requirement each calendar year. |
| License Renewal Period | March 1st of each calendar year. |
| CE Reporting Cycle | January 1st to December 31st Annually. |
| Ethics Requirement | Minimum 1 CE requirement in Ethics. |
| Carryover Credits | CE credits may not be carried over from one calendar year to the next calendar year. |
CLICK HERE for further reference on CE regulations for Certified Plan Fiduciary Advisor (CPFA) Professionals.
CPFA designation holders must complete ten (10) hours of Continuing Education (CE) each calendar year following the calendar year the CPFA designation is earned out of which a minimum of four (4) hours must cover retirement plan-related topics.
A minimum of one (1) hour of CE credit earned annually must address professional ethics and the ARA’s Code of Professional Conduct.
The CPFA license renewal period starts on March 1st of each calendar year.
The CE reporting cycle for CPFA is from January 1st to December 31st annually. Designation holders will have until March 1st of each calendar year to report CE for the prior calendar year CE cycle. NAPA-provided CE earned before March 1st of each calendar year may be applied to the CE reporting cycle for the prior calendar year.
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Click here to access the CPFA website for more details relating to CE regulations.
Following is the list of qualifying subjects suggested by NAPA:
Yes, Members must complete a minimum of 4 hours of requirement in retirement plan education topics.
The following are the relevant topics:
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The qualifying learning activities suggested by NAPA are webcasts, conferences, webinars, etc.
All of the following myCPE Learning Activities are eligible for CPFA Professionals: -
Designation holders are responsible for reporting third-party CE activity using the NAPA CE reporting system.
Records of completion of third-party CE must be maintained by the designation holder for a minimum of two (2) calendar years following the calendar year for which the CE credit is reported.
The cost of renewal of an individual member is $610.
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No, carryover of excess credit is not allowed.
The CPFA designation may be suspended for the following reasons:
Designation holders will have until March 1st of each calendar year to report CE for the prior calendar year CE cycle. NAPA-provided CE earned before March 1st of each calendar year may be applied to the CE reporting cycle for the prior calendar year. In no case will CE be recorded for more than one CE reporting cycle.
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The CE requirement of 10 hours must be earned in the following year each Calendar year following the calendar year the CPFA designation is earned.
myCPE provides courses that are approved for continuing education credits. Based on the guidelines issued by NAPA Continuing Education Requirements we recommend the programs/ webinars to be suitable for the qualification. However, it will be the responsibility of each attendee to ensure that they are eligible for CE credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
