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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: CFA, CFP, ChFC, Series 6, Series 7, Series 63, 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 1.0 or The Bucket Plan 2.0 Live Training course once per calendar year.

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