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Qualified Plan Financial Consultant

certifying organization info

American Society of Pension Professionals and Actuaries
Qualified Plan Financial Consultant
4245 N. Fairfax Drive, Suite 750, Arlington
VA 22203


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.

Qualified Plan Financial Consultant Website


Work Experience Required? Yes

Oral or Written Exam Required? Yes

Renewal Required? Every 2 Year(s)

Renew through Continuing Educational Units(CEU)? Yes

This certification is related to Career and Technical Education Career Clusters.
Read more about career clusters.

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