This badge was issued to Rene Soliz on 10 Feb 2023.
- Type Certification
- Level Intermediate
- Cost Paid
Certified Plan Fiduciary Advisor (CPFA®)
The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to working with retirement plans. Financial advisors who earn their CPFA designation demonstrate the expertise required to act as a plan fiduciary or help 401(k) plan fiduciaries manage their roles and responsibilities
- Type Certification
- Level Intermediate
- Cost Paid