What does Bucket Plan Certified ®

(BPC) mean?

Bucket Plan Certified ® references a FINRA-recognized professional designation. Financial professionals holding this designation possess skillsets representing elevated knowledge as a holistic financial professional. They deliver to clients a Best Interest Planning Process and a customized financial plan in the form of The Bucket Plan.

Why should you be Bucket Plan Certified ®?

The Bucket Plan Certified ® designation indicates to clients that you have elevated your skillset to that of a holistic planner, delivering a Best Interest Planning Process and a customized financial plan in the form of The Bucket Plan®. 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.

What are the benefits to being Bucket Plan Certified ®?

• Substantiate your Bucket Plan financial planning knowledge
• Obtain a professional designation that is recognized by FINRA
• Certificate to display in your office
• The Find-a-Planner website
• BPC logo/badge on your printed materials, business cards, website, social media, email signature, etc.
• The option to customize The Bucket Plan book preface (for C2P member advisors in good standing)
• Tactical Guide to best leverage The Bucket Plan book (for C2P members advisors)
• Press release announcing your achievement (for C2P member advisors)

The Bucket Plan® Out and About

Jason L Smith, our Founder & Chief Executive Officer and Dave Alison, Lead Trainer & Founding Partner, have spoken about The Bucket Plan® Process and shared their Bucket Plan Certified ® wisdom at a number of prestigious financial conferences, events, and workshops, including:

• Million Dollar Round Table®
• Forum 400™
• Advisorist® Virtual Summit

The Bucket Plan was also presented to current students of the Texas Tech Personal Financial Planning Program, the #1 financial planning program in the nation according to Wealth Management.

Wade Pfau is the leading retirement income expert and Director of the Retirement Income Certified Professional® (RICP®) program at The American College of Financial Services. Jason and Dave present The Bucket Plan® as part of the RICP® curriculum. In interview with the two of them, Wade Pfau thanked them saying,

“You have a good explanation of bucketing and that type of retirement income approach.”

The Bucket Plan® process has been recognized as a proven approach for turning assets into income. Jason and Dave were asked to present The Bucket Plan® as part of the RICP® curriculum.

Current C2P member advisors also receive special tuition reductions for The American College of Financial Services RICP® designation program.

Let’s Talk

Schedule a call today and discover how you can become Bucket Plan Certified ®. You will also learn how other elite advisors are leveraging the designation and reaching new levels of success with our proven processes, training, coaching, and mentoring.