Certification: Qualified Plan Financial Consultant (QPFC)

4245 N. Fairfax Dr., 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.

More than two years of education or training after high school required?
More than two years of work experience required?
Oral or Written Exam Required?
Renewal Required?
Every 2 Year(s)
Renew through Continuing Educational Units(CEU)?


The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher and has a work experience requirement of more than 2 years, or requires obtaining a ‘core’ level certification from the same organization.