ABOUT THE BUCKET PLAN® TRAINING & DESIGNATION
Designed to serve the best interest of clients, The Bucket Plan 1.0 Training educates advisors on how to use a range of planning tools to simplify the planning process for clients while addressing complex challenges. The proven process ensures advisors ask the right questions and identify important considerations needed to design a structured and comprehensive plan that supports the future their clients want now, soon and in the distant future.
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.
Why Earn the BPC Designation?
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.
Advisors are required to:
Continuing Education Requirements