BPC
Bucket Plan Certified (BPC)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization |
| Issuing Organization | Clarity 2 Prosperity |
| Qualification and Training Requirements | |
| Prerequisites | Candidates must have:
|
| 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 | None |
Technical NoticeHoliday Reminder Regarding ORF Market Data
January 13, 2020
In observance of Martin Luther King Day, the ORF System will be closed on Monday, January 20, 2020. Thank you for your attention to this matter. Please contact FINRA Operations at (866) 776-0800 if you have any questions.
Technical NoticeHoliday Reminder Regarding TRF Market Data
January 13, 2020
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Technical NoticeHoliday Reminder Regarding ADF Market Data
January 13, 2020
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Technical NoticeHoliday Reminder Regarding TRACE Market Data
January 13, 2020
In observance of Martin Luther King Day, the TRACE system will be closed on Monday, January 20, 2020. Thank you for your attention to this matter. Please contact FINRA Operations at (866) 776-0800 if you have any questions.
