NCPERS Advanced Fiduciary (NAF) Institute: 2027 Fall Class
VEA Newport Beach, A Marriott Resort & Spa
900 Newport Center Drive Newport Beach, CA 92660-6206 United States
Held twice per year in the spring and the fall before our major conferences, NCPERS Advanced Fiduciary (NAF) Institute is where pension professionals and experienced trustees go to become certified experts in the skills needed to strengthen their retirement systems.
Through real-world case studies and tailored insights in a small classroom setting, you’ll learn advanced strategies to enhance board performance, ensure compliance, manage risk, and address workforce challenges — equipping you to lead a high-performing, resilient pension fund with confidence.
Join us October 23-24, 2027 in Newport Beach, CA. The Advanced Fiduciary Institute is conveniently held immediately before NCPERS 2027 Fall Conference.
What Will I Learn?
Attendees can complete either Modules 1 & 2: Governance & Finance or Modules 3 & 4: Risk Management & Human Capital in the spring 2027 program.
- Modules 1 & 2: Governance & Finance - teaches how to become a high-functioning board and explores various governance models and principles. Attendees take a deep dive into best practices for administering your fund’s investments while ensuring compliance with financial/investment policies.
- Modules 3 & 4: Risk Management & Human Capital - focuses on legal and risk management oversight responsibilities, including strategies for managing reputational risk and engaging with stakeholders. The program also explores human capital challenges such as recruitment and retention, succession planning, and executive compensation.
Once you complete all four modules in NCPERS Advanced Fiduciary Institute (Governance, Finance, Risk Management, and Human Capital), put your knowledge to the test: Demonstrate your commitment to fiduciary excellence and public pension management by earning your Advanced Fiduciary (AF) certification.
Earn Your Advanced Fiduciary (AF) Credential
As the highest professional designation offered by NCPERS, the Advanced Fiduciary (AF) credential provides a competitive edge for public pension trustees, plan administrators, and investment and operations staff.
After finishing all four NAF modules (Governance, Finance, Risk Management, and Human Capital), candidates must pass an online exam to demonstrate mastery of the program content.
The open book exam consists of multiple-choice and scenario-based questions that assess candidates’ ability to apply best practices, interpret fiduciary responsibilities, and make informed decisions based on real-world pension administration scenarios.
Registration Information
