‹ Certifications

Qualified Plan Financial Consultant — QPFC

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Description

QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program will provide an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. QPFC is not an entry-level credential. You will be expected to have knowledge of investments, securities rules and selling techniques prior to the start of this program.

Certifying Organization

National Association of Plan Advisors

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Details

If significant education or training is needed? Yes
If significant work experience is needed? Yes
Is an exam required? Yes
How many years until certification must be renewed? 2 year(s)
Certification can be renewed with Continuing Education Units? Yes
Certification can be renewed with re-examination? Unknown
Certification can be renewed with Continuing Professional Development? Unknown
Certification can be renewed in multiple ways? Unknown

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Suggested because Qualified Plan Financial Consultant applies to Compensation, Benefits, and Job Analysis Specialists. Confirm with the school that its curriculum covers this exam.

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