Experience Counts 

The team as SSRBA brings a broad range of experience, credentials and competencies across the retirement planning discipline including: 

Accredited Investment Fiduciary® – The AIF® designation signifies a thorough knowledge of fiduciary responsibility and designees have the ability to implement prudent prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.  

AIF® designees must accrue a minimum of six hours of continuing education annually


Chartered Retirement Planning Counselor℠ - The CRPC℠ Professional designation is the nation’s premier retirement planning credential and advisors with this mark after their name have been through a rigorous course of study to gain an in depth knowledge individual's' meeds both before and after retirement.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.


Certified Plan Fiduciary Advisor (CPFA) Credential

The Certified Plan Fiduciary Advisor (CPFA) credential- developed by some of the nation’s leading advisors and retirement plan experts- demonstrates your knowledge, expertise and commitment to working with retirement plans.

Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.


C(K)P® Designation Program - The C(k)P® Designation or Certified 401(k)Professional Designation is administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. The C(k)P® Designation identifies individuals who have been authorized to use the C(k)P® Designation certification marks in the USA by identifying financial professionals who have the knowledge and experience to favorably affect the outcome of corporate retirement plans.

C(k)P® Designation holders have: demonstrated competency and experience in the retirement field, completed a rigorous and unique education course work experience and agreed to adhere to a code of conduct and ethics.