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Professional Plan Consultant (PPC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Financial Service Standards, a Division of fi360, Inc.
Qualification and Training Requirements

Three years of direct financial plan industry sales, service, and/or support experience

Designation Training Requirements

16-hour classroom training or web-based training

Designation Exam Type

Final certification exam (50-question, multiple choice, closed-book exam)

Continuing Education Requirements

6 hours over a 12-month cycle

Verification and Complaints
Online Designation Resource

Online at Locate a PPC

Investor Complaint Process

Online at Designee Complaint Procedures

Published List of Disciplined Designees