When you complete The Bucket Plan® 1.0 Live Training, you will transform your business by having a process to simplify holistic planning, increase your closing ratio, and easily duplicate and scale to your business
Demonstrate your commitment to professional education and holistic planning and register for The Bucket Plan 1.0 Live Training today.
This two-day live instructional event will help you provide your clients with a retirement plan that takes all the aspects of their financial life into consideration. Once you complete the training, you’ll have the opportunity to earn your Bucket Plan Certification®, plus you’ll earn up to nine hours of CE credits for CFPs and insurance professionals (depending on your state).
BECOME BUCKET PLAN CERTIFIED® (BPC)!
Increase your credibility by becoming BPC. Following The Bucket Plan 1.0 Training, you will have the opportunity to earn the BPC designation.
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 1.0 Training emphasizes how to educate clients on key concepts such as the Money Cycle 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-agnostic financial plan.
Being BPC automatically increases your marketing exposure through the find-a-planner tool located here.
To become BPC, Advisors are required to have a bachelor’s degree or at least two years of industry experience, a Life Insurance license and must hold at least one of the following:
• CFA®
• CFP®
• ChFC®
• Series 6
• Series 7
• Series 63
• Series 65
• Series 66
Additionally, advisors are required to complete an introductory as well as an advanced eLearning course and pass the included knowledge assessment, fully attend The Bucket Plan® 1.0 two-day training and pass a comprehensive and 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, and equivalent requirements combined with additional coursework are then required to continue to maintain the designation.
Furthermore, BPC designation holders are required to conduct him/herself according to the accepted ethical principles of our profession. Such advisors must be committed to providing financial planning services in each client’s best interest.
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.
For additional information, questions or comments, contact us at training@c2penterprises.com.
BECOME BUCKET PLAN CERTIFIED® (BPC)!
Increase your credibility by becoming BPC. Following The Bucket Plan 1.0 Training, you will have the opportunity to earn the BPC designation.
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 1.0 Training emphasizes how to educate clients on key concepts such as the Money Cycle 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-agnostic financial plan.
Being BPC automatically increases your marketing exposure through the find-a-planner tool located here.
To become BPC, Advisors are required to have a bachelor’s degree or at least two years of industry experience, a Life Insurance license and must hold at least one of the following:
• CFA®
• CFP®
• ChFC®
• Series 6
• Series 7
• Series 63
• Series 65
• Series 66
Additionally, advisors are required to complete an introductory as well as an advanced eLearning course and pass the included knowledge assessment, fully attend The Bucket Plan® 1.0 two-day training and pass a comprehensive and 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, and equivalent requirements combined with additional coursework are then required to continue to maintain the designation.
Furthermore, BPC designation holders are required to conduct him/herself according to the accepted ethical principles of our profession. Such advisors must be committed to providing financial planning services in each client’s best interest.
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.
For additional information, questions or comments, contact us at training@c2penterprises.com.
Dave Alison, CFP®, EA, BPC
Lead Trainer | President | Founding Partner
C2P
Kalem Mackey, CFP®, BPC
Executive Vice President | Partner
C2P
