Bucket Plan 1.0 | Live Virtual Training

The Most Powerful Bucket Planning Strategy in the Industry

Are you an advisor who is dedicated to offering your clients a holistic financial plan? Are you looking for proven processes to help you simplify your financial planning strategies so your clients can easily understand and accept them?

 

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).

 

Upon completion of the live training, you will receive:

  1. Up to 9 hours of CE credits for CFPs
  2. Up to 9 hours of CE for insurance professionals (depending on the state)
  3. The opportunity to become Bucket Plan Certified (BPC)

 

The Bucket Plan 1.0 Training is based on the planning process outlined in the best-selling book The Bucket Plan

 

 

Accolades of The Bucket Plan Book

 

ABOUT THE BUCKET PLAN DESIGNATION

 

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 and Health Insurance license and must hold at least one of the following:

 

  • CFP®
  • ChFC®
  • Series 6
  • Series 7
  • Series 65
  • Series 66

 

Additionally, advisors are required to complete an eLearning course and pass the included knowledge assessment, 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 two years. The same elements are required at the end of your two year period to maintain the designation.

 

For additional information, questions or comments, contact us at training@c2penterprises.com.

 

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