Bucket Plan Certified (BPC)
|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:
|Designation Training Requirements||
|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||