Financial Planning Training


Clarity 2 Prosperity offers a range of live, on-demand and virtual training resources to financial advisors and institutions—regardless of your RIA, IMO, B/D or other affiliations.

Whether you are looking for turnkey processes for best interest financial planning and documentation or profitable and scalable marketing and operations systems, we provide the experienced training and support you and your team need to remove the guesswork and be successful. Review upcoming event opportunities below or contact us to discuss custom training needs!

Rainmaker Multiplier Training

Take the guesswork out of building a top-tier independent financial advisory firm and get the education and processes to become a more holistic advisor, leader and business owner. The event is packed with information on 21 different sales and marketing, operational and financial planning processes and will give advisors the detailed action steps needed to implement each process effectively in their business. These aren’t just ideas, these are turnkey processes. Examples include: how to automate your business to run with or without you; how to incorporate insurance, investments, taxes and estate planning into a holistic financial plan; how to get paid for planning time; how to hire the right employees and junior advisors, and more.

Upcoming Dates:
June 1-3, 2020 | Baltimore, MD

Welcome Reception the evening of June 1st

Registration information coming soon

Mastermind Collegiums

Each Mastermind Collegium is filled with new content and brings a wealth of the latest ideas, insights and collaboration from our network of elite advisors. In this ever-changing industry, taking time outside of your practice to discover best practices, new processes and connect with likeminded advisors is essential to your continued success and growth. This is an invite-only event for Mastermind advisors to bring questions, struggles and success stories to share with the group as we continue to learn from and push each other to new levels of success.

Upcoming Dates:
June 3-4, 2020 | Baltimore, MD

The Tax Management Journey

Learn how to expand your business and differentiate yourself from the competition by attending The Tax Management Journey, a one-day tax planning training course that will give you the marketing tools and planning strategies to attract and convert more clients in the $1 million to $5 million demographic. Taught by Dave Alison, CFP®, EA and Christopher Woehrle, JD, LL.M (Tax), advisors will leave with one-day live experiential training, E-Learning course access for On-Demand training and reinforcement, The Tax Management Journey client-facing tools, point-of-sale resources and more.

Upcoming Dates:
February 7, 2020 | Charlotte, NC
For more information and to register today, please visit here.

April 24, 2020 | Cleveland, Ohio
For more information and to register today, please visit here.

The Bucket Plan® 1.0 Training and Designation

The Bucket Plan 1.0 Training is a comprehensive, two-day program designed to provide you with a process for delivering well-documented, best interest and holistic financial planning. You will leave with all the information necessary to quick start your implementation and delivery of this unique and comprehensive planning experience for your clients.

Upon completion of the live training, you will receive:

  • Up to 9 hours of CE credits for CFP®s
  • Up to 9 hours of CE for insurance professionals (depending on the state)
  • The opportunity to become Bucket Plan Certified (BPC)

Upcoming Dates:

January 22-23, 2020 | Tampa, FL
Registration full

March 6-7, 2020 | Lubbock, Texas
For more information and to register today, please visit here.

The Bucket Plan 1.0 Training is based on the planning process from the best-selling book The Bucket Plan.

The Bucket Plan Book of Accolades

About The Bucket Plan Designation

Increase your credibility by becoming Bucket Plan Certified (BPC). Following The Bucket Plan 1.0 Training, you will have the opportunity to earn the Bucket Plan Certified (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 on The Bucket Plan Book website.

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 2-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 about the BPC designation contact us at training@c2penterprises.com.

The Bucket Plan® 2.0 Holistic Planning Process Live Training

Once you’ve mastered The Bucket Plan 1.0, you will be invited to attend an instructor led training in Westlake, Ohio to immerse yourself in The Bucket Plan Holistic Planning Process. During this interactive training, we will expand upon what you learned in The Bucket Plan 1.0 to create and deliver a holistic financial plan and charge fees based on the services being provided. You will take a deeper dive into familiarizing yourself with The Bucket Plan Holistic Planning Process and available resources and participate in interactive sessions including role-play activities and group discussions. The objective of this training is to provide you with the confidence and familiarity you need to convey the value of holistic planning to your clients and to charge a planning fee, with confidence, for your time in taking them through the holistic planning process.

Qualifications to Attend

  • Attendance of The Bucket Plan 1.0 Best Interest Process Live Training
  • The Bucket Plan Best Interest Process Certification
  • Mastery of The Bucket Plan 1.0 Best Interest Process
  • The Holistic Planning Process Steps 1-4 e-Learning courses

Upcoming Dates:
April 1-2, 2020 | Cleveland, OH

Registration information coming soon