NAPA Academy

NAPA Academy serves to promote the continued education and professional development of financial advisors and sales teams through a range of educational products. Boost your 401(k) sales with tips from the NAPA 401(k) Practice Builder. Advance your career and stay competitive in the industry by pursuing one of our certificate or credential programs, viewing one of our complimentary webcasts, or by attending the annual 401(k) SUMMIT and/or NAPA D.C. Fly-In Forum

Certificates and Credentials

The NAPA Academy Financial Consulting Track provides retirement professionals with the knowledge they need to advise both participants and sponsors of retirement plans. The PFC certificate and QPFC credential are the right choice for you if you sell, advise, market or support qualified retirement plans.  The Certified Plan Fiduciary Advisor (CPFA) credential demonstrates the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

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NAPA 401(k) Practice Builder

Gain the fundamental knowledge you need to successfully sell and manage 401(k) plans, diversify your client base and increase your AUM. If you are an advisor who is new to 401(k) plan sales and need some help getting started, or if you have some experience but want to grow your assets, the NAPA 401(k) Practice Builder is for you. This five-module, fully interactive online course is simple, practical, fast, convenient and cost-effective – just $250 for the entire program.

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Webcasts

NAPA Academy keeps you up to date on breaking topics and ever-changing rules and regulations through periodic webcasts, in both live and recorded formats. NAPA webcasts are a complimentary benefit of being a NAPA member. Register for an upcoming live webcast today or watch an On-Demand Webcast on your My Learning Activities page to stay current with industry trends and changes. Many webcasts offer continuing education credits to help you maintain your credential.

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Conferences and Events

With tax reform and new DOL fiduciary regulations on the horizon, the NAPA D.C. Fly-In Forum is the way for you to have your voice heard. Last fall, the group of elite plan advisors who attended our inaugural NAPA Fly-In Forum said that the conference was a resounding success and in many cases was great for their business. You will get to meet with your member of Congress and/or their staff, and hear from regulatory and industry leaders about the latest policy developments that could affect your practice.

The NAPA 401(k) SUMMIT is the premiere conference in the industry dedicated to professionals in the 401(k) marketplace. The SUMMIT provides a unique, interactive environment for retirement professionals who actively sell, market, support or service 401(k) plans including:

  • Broker Dealer Registered Reps
  • Registered Investment Advisors
  • Plan Administrators (TPAs)
  • Product and Service Professionals

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Continuing Education

NAPA Academy offers many ways to support your continuing education and maintain your credential. Visit the Continuing Education page to learn more about CE requirements and opportunities.

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