Overview
The CPC course provides expert-level knowledge in qualified plans through research and consulting practices.

Who It’s For
It is created for consultants, relationship managers, ERISA attorneys, ERISA research leads, technical specialists, and project managers.

What It Takes
Earn the QPA first. Then pass the six online modules (four core and two elective) and the CPC exam.

Content
Each module contains study materials and an ending assessment you must pass. The multiple choice questions are based off of real-life situations from consulting practices. Each module’s assessment consists of 20 multiple choice questions. A score of 70 or above is required to pass. Once you pass the courses, you must take the CPC exam.

Core Modules: Must Complete 

• The Lifecycle of a Plan
• Distributions & Loans
• Investments
• Fiduciary Topics
• Related Groups

Elective Modules: Must Complete Two

• Contributions
• ESOPs
• Governmental & Tax-Exempt Plans
• Nonqualified Plans
• Cash Balance

Exam Information
The CPC exam is an essay-exam offered twice a year in the Spring and Fall. Stay tuned for more information.