BUCKET PLAN DESIGNATION

Bucket Plan Certified® (BPC) advisors are taught to use a set of planning tools that ensure a holistic planning process for clients. Because an informed consumer makes better decisions, the Bucket Plan training emphasizes how to educate clients on key concepts such as the money cycle, pyramid of risk and sequence of returns risk. The resulting Bucket Plan accounts for a client’s income needs, time horizon, volatility tolerance, and tax situation for a personalized and product-neutral financial plan.

 

Recently, C2P Enterprises' CEO & Founder, Jason L Smith, and Executive Vice President & Co-Founder, Dave Alison, were interviewed about the Bucket Plan Process by Wade Pfau, leading retirement income expert and Director of the Retirement Income Certified Professional® (RICP®) program at The American College of Financial Services. The Bucket Plan process has been recognized as a proven approach for turning assets into income and has been incorporated as part of The College's RICP® curriculum. 


Jason and Dave are among more than 45 of the nation’s top financial retirement advisors to help develop this program. 

Why Earn the BPC Designation?

  • Increase your credibility with the BPC designation
  • Demonstrate your commitment to holistic planning in the client’s best interest
  • Increase your marketing exposure through the find-a-planner tool located at the Bucket Plan Book site.

 

Prerequisites

Advisors are required to have a bachelor’s degree or at least two years of industry experience, a Life and Health Insurance license and must hold at least one of the following: CFA®, CFP®, ChFC®, Series 6, Series 7, Series 65 or Series 66.

 

Educational Requirements

Advisors are required to:

  • Complete an eLearning course and pass the included knowledge assessment
  • Attend The Bucket Plan 1.0 two-day live or virtual edition training program
  • Pass a comprehensive multiple-choice proctored final exam that is closed book and requires a passing score of 75% or higher

Continuing Education Requirements

  • Designation recipients must complete these requirements every year and complete annual continuing education in order to maintain the designation.  They must also comply with the BPC Code of Ethics requirements.

 

 

*there may be an additional fee for this designation