Matrix Webinar Series: Earn Your QPFC Designation

January 22 - June 18, 2014

Matrix Financial Solutions, a Broadridge company, is excited about its new educational webinar series that will enable advisors to prepare for their PFC-1 exam – the first part of the QPFC (Qualified Plan Financial Consultant) ASPPA designation. The program has been developed to provide updates on current industry trends, and guidance on how to leverage pending regulations. In addition, it outlines, for advisors, how to run a successful retirement plan practice.

This series of live and on-demand webinars will follow a curriculum created in conjunction with industry-leading association ASPPA. The program provides advisors the opportunity to prepare for the PFC-1 exam, as well as the opportunity to continue the process and study for the PFC-2 (and QPFC designation) at Matrix’s annual conference in August, 2014.


Webinar Dates:

Date Title
(click to access recorded webinars)
Presentation Sample Exam Answers
January 22 Overview of Qualified, Non-Qualified, and Non-ERISA Plans Download Download
February 19 Plan Design 1: Overview of DC and DB Plans Download Download
March 19 Plan Design 2: 401(k) and Hybrid Plans Download Download
April 2 401(k) Nondiscrimination & Testing Download Download
April 29 Distribution Planning Download Download
May 21 Dealing with Changes: Plan Termination, M&As and New Legislation Download Download
June 18 PFC-1 Certification Exam   Download

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