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 Educational Requirements
Prerequisites Three years of direct financial plan industry sales, service, and/or support experience
Education Requirements 16-hour classroom training or web-based training
Examination Type Final certification exam (50-question, multiple choice, closed-book exam)
Continuing Education Requirements 6 hours over a 12-month cycle
Verification, Complaints and Accreditation
Check Designation Status Online Online at Locate a PPC
Investor Complaint Process Online at Designee Complaint Procedures
Published List of Disciplined Designees None
Accredited By None