How is the QPFC credential different than other ASPPA credentials?
QPFC is for financial professionals who focus primarily on investments and asset management in the retirement plan community. The QPFC education program provides an in depth understanding of general retirement plan concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. It also includes a significant focus on the financial aspects of retirement planning – including distributions, investment products and fiduciary responsibilities. QPFC is not an entry-level credential. Candidates are expected to have professional knowledge of investments, securities regulations and selling techniques prior to beginning this program.
