Bad Acting and Additional Credentials

“What would life be if we had no courage to attempt anything?” –Vincent van Gogh

This video is the first in our upcoming series. Stay tuned for more videos...and better acting.

We are pleased to announce that Ashby recently received the Certified Plan Fiduciary Advisor (CPFA) credential.  The Certified Plan Fiduciary Advisor (CPFA) credential demonstrates knowledge, expertise, and commitment to working with retirement plans, and the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. The CPFA credential demonstrates knowledge of:

•ERISA Fiduciary Roles and Responsibilities
•ERISA Fiduciary Oversight
•ERISA Plan Investment Management
•ERISA Plan Management

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