Bucket Plan Certified (BPC)
|Status||Currently offered and recognized by the issuing organization|
|Issuing Organization||Clarity 2 Prosperity|
|Qualification and Educational Requirements|
Advisors are required to have a bachelor’s degree or at least two years of industry experience, a Life and Health Insurance license AND must hold at least one of the following:
Proctored final exam (closed-book, multiple-choice, requires a passing score of 75% or higher)
|Continuing Education Requirements||
The same Education Requirements (above) are required every two years.
|Verification, Complaints and Accreditation|
|Check Designation Status Online||
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||