This is very concerning as I have heard this happening more and more lately. My Account {{vm.lupHelper.showMessage('lup.users.password_modal.empty_password_confirm')}} {{vm.lupHelper.showMessage('userz.passwords_not_maching')}} Sign up NAPA members may use the QPFC credential if their broker/dealer does not allow the CPFA credential. Nicholas Petralia is a second-generation LPL Financial Advisor and Partner with Anchor Financial Group. Learn more about financial and wealth management services from Bruce B Tonascia, a Merrill financial advisor in Santa Rosa, CA 95404. Karin has built a full-service financial advisory practice … Matthew works with business owners, families, and individuals who seek a holistic approach to wealth management. He is also a featured speaker on fiduciary governance strategies and best practices for protecting plan fiduciaries at Aldrich Wealth’s annual client training events. How Plan Advisors Gauge the Success of Financial Wellness Programs. - A Christmas Story, Business Management, Operations & Development. This credential is available as an alternative to the CPFA credential. We strongly encourage all candidates and credentialed members to read NAPA's CE Policy. CPFA Exam $345 for NAPA Members $370 for Non-Members. Examination must be completed within 180 days of initial purchase . As a professional society, NAPA recognizes the importance of the continuing educational development of its members. Then the Nonqualified Plan Advisor program is for you and FREE to NAPA members. Congratulations! 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. COVID-19 Update: NAPA leadership is committed to ensuring our members and … Thanks Nevin. During his career, … Members who have earned their CPFA credential need to be aware of NAPA's CE policy. We encourage you to speak to your compliance department (if applicable) before making the change. She is fluent in both English and Spanish and has over 17 years of experience in the Financial Industry. 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. One of the ARA’s subsidiaries named in the complaint is the National Association of Plan Advisors ("NAPA"), which offered a "Plan Financial Consulting" or "Qualified Plan Financial Consultant" certification until 2016, when it was replaced by the "Certified Plan Fiduciary Advisor" or "CPFA… If you would like to switch your designation to CPFA, please contact us to request this change. CE requirements apply to all credentialed members, regardless of when the credential(s) were awarded. Designation Essentials; Status: Currently offered and recognized by the issuing organization. The CPFA modules are an excellent preparation and study tool for candidates of the Plan Fiduciary Advisor exam. Neil was named as one of NAPA’s 2017 Young Guns: Top 75 under 40. If you have questions, please contact NAPA Customer Care at 800-308-6714 (EST) during business hours … Help Copyright 2021 by NAPA, Members who have earned their CPFA credential need to be aware of NAPA's CE policy. If you need assistance, please contact Customer Care at 800-308-6714 or customercare@napa-net.org. As the calendar turned and Jan. 1 marked the start of the new year, the American Retirement Association welcomed incoming President Joseph A. Nichols, MSPA and a new slate of Officers on its Board of Directors. Click on a certificate name below to open and print your certificate. Wealth Management a mandatory program of Continuing Education ( CE ) that affects all NAPA credentialed Member he committed. 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