Why Choose A CPFA® Professional?
Why Choose A CPFA® Professional?
Why Choose A CERTIFIED PLAN FIDUCIARY ADVISOR™ Professional?
Most plan sponsors think all investment advisors are “certified,” but this isn’t true. Just about any appropriately registered person can use the title “financial advisor.” Only those who have fulfilled the National Association of Plan Advisor's (NAPA) rigorous requirements can call themselves a CPFA® professional.
CPFA® professionals are held to strict ethical standards. What’s more, a CPFA® professional must acquire several years of experience related to delivering investment advising services to employer-sponsored plans and pass the comprehensive CPFA® Certification Exam before they can call themselves a CPFA® professional.