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Brian R. Smith Attains Qualified Plan Financial Consultant (QPFC) Credential

Birmingham, AL.  The National Association of Plan Advisors (NAPA) is pleased to announce that Brian R. Smith has successfully completed the requirements to attain the Qualified Plan Financial Consultant (QPFC) credential.

The QPFC was developed by some of the nation’s leading advisors and retirement plan experts as a means of demonstrating knowledge, expertise, and commitment to working with retirement plans.  Plan advisors who earn their QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.*

The coursework required to acquire the QPFC credential include:

    Fiduciary Management Under ERISA

    ERISA Plan Management I

    ERISA Plan Investment Management

    ERISA Plan Management II

Additionally, NAPA designation holders must complete ten (10) hours of Continuing Education (“CE”) each calendar year following the calendar year the designation is earned, including a minimum of four (4) hours of the annual ten (10) hour CE requirement must cover retirement plan, and a minimum of one (1) hour of CE credit earned annually must address professional ethics.

About NAPA:

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors, and is part of the American Retirement Association.

Brian R. Smith is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. The National Association of Plan Advisors (NAPA) and American Retirement Association are separate entities and not affiliated with Lincoln Financial Advisors. CRN-6560596-041724

*Use of the QPFC designation does not imply that Lincoln Financial Advisors Corp. or its Investment Advisor Representatives may act in fiduciary capacity for ERISA plans.

Contact Information

Brian R. Smith, CFP®, CRPC®, AIF®*, CBEC®, QPFC®

201 Office Park Drive, Suite 300

Birmingham, AL 35223