Which Professional Designations Matter?

As most NAPA-Net readers know (or should), earlier this year we launched a new certification, the Certified Plan Fiduciary Advisor (CPFA) http://napacpfa.org/.

Ours is a complex, and ever-changing industry – and getting – and staying – on top of the latest developments (not to mention understanding the fundamentals) is an essential component of developing and expanding a successful practice, as you help your plan sponsor and participant clients.

But, as we all know, all certifications are not created equal. Some lack intellectual “rigor”, some cover ground that has little, if any, connection to workplace retirement plans, and still others seem primarily designed to provide training on how to use tools developed by the trainer.

This week we'd like your insights on which professional designations "matter."

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* 1. What things do you consider most important in a professional certification/designation?

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* 2. What ONE thing do you consider most important in a professional certification/designation?

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* 3. Which of the following certifications/designations do you have (or are working on)?

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* 4. Which of the following certifications/designations do you consider the "best" (you can choose more than 1)?

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* 5. Why do you value it/them?

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* 6. Which of the following certifications/designations do your clients value most (if any)?

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* 7. Why do they value it/them?

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* 8. Other comments about designations, certifications, continuing education, or just keeping up in general?

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* 9. Suggestions for future survey questions?

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