Retirement planning and investment management are complex endeavors that require the highest levels of knowledge and training to help individuals and organizations achieve their investment goals. To effectively serve our clients, the Alpha & Omega team holds some of the highest and most respected professional designations and certifications in the industry.

APAs must successfully complete four rigorous exams, administered by the National Institute of Pension Administration (NIPA), covering all aspects of plan administration. APAs maintained their designation by completing 15 hours of continuing education and current NIPA membership each year.

The APR designation indicates the successful completion of two exams (admistered by the National Institute of Pension Administration) covering the fundamentals of retirement plans, with an emphasis on defined contribution plans and investment philosophy. The APR also requires a FINRA Series 6, 7, 65, 66 or 24 license, or an insurance license, and is maintained by annually completing 10 hours of continuing education and current NIPA membership.

The AIFA designation indicates the holder has knowledge and expertise in both prudent investment processes and assessment principles, and are certified to perform fiduciary assessments on internal policies to improve the decision-making processes of investment fiduciaries and other financial service providers.

Developed in response to the DOL’s increasing emphasis on fiduciary responsibility, the CPFA credential is earned by passing a comprehensive exam on the subjects of ERISA plan, investment and fiduciary management. It certifies that an individual possesses the knowledge and expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.