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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

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:

  • CPA
  • CFP®
  • ChFC®
  • Series 6
  • Series 7
  • Series 65
  • Series 66
Designation Training Requirements
  • Complete an introductory and an advanced eLearning course and pass the included knowledge assessment.
  • Attend The Bucket Plan® 1.0 two-day live training program.
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