You’ll transform your business when you complete The Bucket Plan® 1.0 live training! Our process simplifies holistic financial planning and helps increase your closing ratio. It’s also easy to duplicate and scale to your unique business.
Demonstrate your commitment to professional education and holistic planning — register for The Bucket Plan 1.0 live training today!
This two-day live instructional event helps you provide your clients with a holistic retirement plan. Their custom plan takes all the aspects of their financial life into consideration. It’s easy to understand, helping your clients understand and accept their plan.
You’ll also have the opportunity to earn your Bucket Plan Certification® after training completion. Plus, you’ll earn up to 9 hours of CE credits for CFPs and insurance professionals (depending on your state).
Increase your credibility by becoming BPC. You’ll have the opportunity to earn the BPC designation after The Bucket Plan 1.0 training.
We teach BPC advisors to use a set of planning tools that ensure a holistic planning process for clients. An informed client makes better decisions. That’s why The Bucket Plan 1.0 training emphasizes how to educate them on key concepts like these:
The resulting Bucket Plan accounts for key client factors for a personalized, product-agnostic financial plan:
Being BPC automatically increases your marketing exposure through the find-a-planner tool located here.
To become BPC, you must have a bachelor’s degree or at least two years of industry experience. You must also have a life insurance license and hold at least one of the following:
• CFA®
• CFP®
• ChFC®
• Series 6
• Series 7
• Series 63
• Series 65
• Series 66
Additionally, you must complete an introductory and an advanced e-learning course and pass the included knowledge assessment. You must fully attend The Bucket Plan 1.0 two-day training and pass a comprehensive proctored final exam.
The final exam consists of multiple-choice questions and requires a passing score of 75% or higher. The designation is active for one year. You must have equivalent requirements combined with additional coursework to maintain the designation.
Furthermore, BPC designation holders must conduct themselves according to our profession’s accepted ethical principles. You must be committed to providing financial planning services in each client’s best interest.
Wade Pfau, leading retirement income expert and director of the Retirement Income Certified Professional (RICP®) program at The American College of Financial Services, recently interviewed C2P partners.
Jason L. Smith, C2P Enterprises CEO and founder, and Dave Alison, our executive vice president and co-founder, spoke with Pfau about The Bucket Plan. Industry leaders recognize it as a proven approach for turning assets into income. As a result, the college has incorporated it into the RICP curriculum.
Jason and Dave are among more than 45 of the nation’s top financial retirement advisors to help develop this program.
Contact us at training@c2penterprises.com for additional information, questions or comments.
Increase your credibility by becoming BPC. You’ll have the opportunity to earn the BPC designation after The Bucket Plan 1.0 training.
We teach BPC advisors to use a set of planning tools that ensure a holistic planning process for clients. An informed client makes better decisions. That’s why The Bucket Plan 1.0 training emphasizes how to educate them on key concepts like these:
The resulting Bucket Plan accounts for key client factors for a personalized, product-agnostic financial plan:
Being BPC automatically increases your marketing exposure through the find-a-planner tool located here.
To become BPC, you must have a bachelor’s degree or at least two years of industry experience. You must also have a life insurance license and hold at least one of the following:
• CFA®
• CFP®
• ChFC®
• Series 6
• Series 7
• Series 63
• Series 65
• Series 66
Additionally, you must complete an introductory and an advanced e-learning course and pass the included knowledge assessment. You must fully attend The Bucket Plan 1.0 two-day training and pass a comprehensive proctored final exam.
The final exam consists of multiple-choice questions and requires a passing score of 75% or higher. The designation is active for one year. You must have equivalent requirements combined with additional coursework to maintain the designation.
Furthermore, BPC designation holders must conduct themselves according to our profession’s accepted ethical principles. You must be committed to providing financial planning services in each client’s best interest.
Wade Pfau, leading retirement income expert and director of the Retirement Income Certified Professional (RICP®) program at The American College of Financial Services, recently interviewed C2P partners.
Jason L. Smith, C2P Enterprises CEO and founder, and Dave Alison, our executive vice president and co-founder, spoke with Pfau about The Bucket Plan. Industry leaders recognize it as a proven approach for turning assets into income. As a result, the college has incorporated it into the RICP curriculum.
Jason and Dave are among more than 45 of the nation’s top financial retirement advisors to help develop this program.
Contact us at training@c2penterprises.com for additional information, questions or comments.
Dave Alison, CFP®, EA, BPC
Lead Trainer | President | Founding Partner
C2P
Kalem Mackey, CFP®, BPC
Executive Vice President | Partner
C2P
