Bucket Plan Certified (BPC)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization |
Issuing Organization | Clarity 2 Prosperity |
Qualification and Training Requirements | |
Prerequisites | Advisors are required to have a bachelor’s degree or at least two years of industry experience, a Life Insurance license AND must hold at least one of the following:
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Designation Training Requirements |
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Designation Exam Type | Proctored final exam (closed-book, multiple-choice, requires a passing score of 75% or higher) |
Continuing Education Requirements | Equivalent prerequisites combined with additional coursework are required to continue to maintain the designation every two years. |
Verification and Complaints | |
Online Designation Resource | Online at Find A Planner |
Investor Complaint Process | Contact Clarity 2 Prosperity at (888) 240-1923 or by email at [email protected]. |
Published List of Disciplined Designees | None |