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Bucket Plan Certified (BPC)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Clarity 2 Prosperity
Qualification and Training Requirements

Candidates must have:

  • a bachelor’s degree or at least two years of industry experience;
  • a life insurance license; and
  • at least one of the following: CPA, CFP, ChFC, Series 6, Series 7, Series 65 or Series 66.
Designation Training Requirements

Complete an introductory and an advanced e-learning course with included knowledge assessments, and attend The Bucket Plan 1.0 two-day live training program

Designation Exam Type

Proctored, closed-book, multiple-choice final exam

Continuing Education Requirements

Designation holders must attend The Bucket Plan 2.0 Live Training course annually.

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