You can obtain the NAPA CPFA^® by successfully passing the NAPA CPFA^® Examination, which consists of 70 multiple-choice questions. The exam is proctored and delivered online through YouTestMe. Learn more about the YouTestMe platform here.

You’ll have 2.5 hours to complete the exam. It can take up to three business days before you are delivered your results. This gives the team time to review your proctored exam.

It depends on your skill and knowledge, but the Prep Course should only take you about 10 hours. If you are enrolled in a Virtual Classroom, the timing will depend on the time from sign-up until the Live Bootcamp.

No specific experience level is required, but if you are new to retirement plan sales, you might find it helpful to begin with NAPA’s 401(k) Practice Builder.

The CPFA^TM Coursework covers four key areas:

1. Fiduciary Management Under ERISA
2. ERISA Plan Management I
3. ERISA Plan Investment Management
4. ERISA Plan Management II

To study for the examination, candidates may purchase the online Prep Course or have an invite to a Virtual Classroom. The Prep Course contains:

• Course Reading Material
• Case studies based on real life situations.
• Test your knowledge questions and Assessments which mimic the questions found on the exam.
• Additional resources for continuous learning

Pending a purchase of the exam you will be registered within 3 business days.

If you are in a Virtual Classroom, you will have 60 days to register for the designation exam from the date of the live event. This will be available via a course in your Course Catalog from the learning management system. Questions about exam registration can be directed to rpa@usaretirement.org.

An exam retake may be purchased 30 days from your last attempt.

NAPA CPFA^® Exam
$380 for NAPA Members
$395 for Non-Members

NAPA’s Broker-Dealer and RIA Firm Partners are eligible for volume discounts on proctored exams. For more information, please contact SAMTeam@usaretirement.org

NAPA CPFA^® Modules
$690 for NAPA Members
$1,020 for Non-Members

NAPA’s Broker-Dealer and RIA Firm Partner members whose compliance departments have approved CPFA^TM are eligible for complimentary distribution of the CPFA^TM online modules. For more information, please contact SAMTeam@usaretirement.org

NAPA Credentialed Maintenance Fees/NAPA Membership Dues
$72 with NAPA Firm Partner *
$610 with no NAPA Firm Partner affiliation **

* Please Note: If you currently hold other designations in other American Retirement Association organizations and add a CPFA^TM to your current designations, your dues will be different than above. Contact Customer Care with questions.

** Membership dues include your credential maintenance fee.

If you are not an advisor/employee with a NAPA Firm Partner, you are responsible for the annual NAPA membership fees in order to obtain and maintain your credential ($610 Non-Firm Partner Member price. For pro-rated prices, please contact Customer Care).

Please read the NAPA CE Policy

Upon successfully completing the online course or passing the proctored examination candidates will earn:

Online Course	Ten (10) CE credits Ten (10) ERPA CE credits 7.5 CFP CE Credits
Proctored Examination	Ten (10) CE credits Ten (10) ERPA CE credits

Register

Once you’ve passed the exam, you will submit your credential application at www.napamember.org

Names appear on the NAPA Credential Check website in the beginning of the month following when your designation was approved. Example: Your application to earn the CPFA/QPFC is approved on November 10, 2021. Your name will appear on the NAPA Credential Check website sometime in the first two weeks of December