NAPA NQPA – NAPA Nonqualified Plan Advisor Conference

About NQPA
Who is NAPA

About NQPA

Are you looking for ways to enhance your consultative value to businesses and their key employees? Do you want to differentiate your practice from the competition, expand your value proposition and increase your revenue?

Incorporating nonqualified deferred compensation plans into your business offerings could be a solution.

To elevate your knowledge and learn practical ways to launch into the nonqualified plan market, NAPA is proud to offer the Nonqualified Plan Advisor Certificate and the fourth annual Nonqualified Plan Advisor Conference!

Who is NAPA

In 2011, the National Association of Plan Advisors (NAPA) was formed, and has since then become the fastest-growing member association in the retirement planning industry. Created by and for retirement plan advisors, membership is also open to other retirement industry professionals who support the interests of plan advisors. While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.

NQPA

Certificate Program

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FAQ

Who can take the NAPA Nonqualified Plan Advisor certificate program?

All NAPA Members receive a free enrollment code for the NQPA course.
Non-NAPA Members can receive an enrollment code from an education partner or purchase a NAPA membership to receive their access.

How do I receive my enrollment code?

NAPA and our education partners have distributed enrollment codes to our members and affiliates to provide access to the NQPA online certificate program. Check your email and spam folders if you have not received your code.
NAPA members that have not received an enrollment code can request one by emailing customercare@usaretirement.org. Non-members can purchase a NAPA Membership to receive their code.

Is there a cost for the NQPA certificate program?

There is no cost affiliated with the NQPA program for NAPA members. Candidates can enroll using a free enrollment code.
Thank you to our education partners for their support in providing this education offering to NAPA Members.

How long does it take to complete NQPA certificate program?

Typical candidates will spend approximately 10 hours to complete all of the education and program requirements. Your progress is saved as you advance through the course.
The course is comprised of 5 modules that each take approximately two hours to complete.

Do I receive CE credits for completing the NQPA certificate program?

Yes, candidates who successfully complete all of the program requirements are awarded: 7.5 NAPA CE and available for 7.5 CFP credits

How do I confirm I have completed the NQPA certificate program?

Candidates who complete the NQPA Certificate program will receive a certificate upon successful completion of the program.

What content is covered in the NQPA certificate program?

Nonqualified Plan Fundamentals
Key Features of Nonqualified Plans
Advantages of Nonqualified Plans
Confirming Client Fit
Nonqualified Plan Rules
Documentation, Reporting and Disclosure
Introduction to Plan Design and Setup
Deferrals and Timing
Permitted Distribution Triggers
Prohibitions and Restrictions on Accelerating Distributions
Nonqualified Plan Tax Issues
Nonqualified Plan Financing
Nonqualified Plan Trusts and Guarantees
Nonqualified Plans Errors, Corrections and Audits

How long do I have to complete the NQPA certificate program after I start?

Candidates will have 180 days to complete the online education for the program. The course includes downloadable resources that can be kept as a reference.

What other resources does NAPA offer for non qualified education?

In addition to the online certificate program NAPA hosts an annual Nonqualified Plan Advisor Conference in Chicago, IL.
Webcasts on Nonqualified plans are also hosted in addition to education workshops provided by our sponsors.

CONFERENCE

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