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.

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

Proctored, closed-book, multiple-choice final exam

Designation holders must attend The Bucket Plan 1.0 or The Bucket Plan 2.0 Live Training course once per calendar year.

Online at Find A Planner

Contact Clarity 2 Prosperity at (888) 240-1923 or by email at [email protected]

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