Individuals and families need a financial professional with the commitment to understand their unique needs and with the skillset to approach their financial goals in a holistic and ethical manner. As their financial situations evolve, people also need a financial professional who will participate in this ongoing change, recognizing its importance, knowing how best to plan for it and guiding them through it.
BPC financial professionals are trained to review your entire financial situation, including income needs, tax planning, legacy planning and insurance needs. A financial professional with the BPC credential will educate you on key concepts, informing and empowering your own decision making as they develop your customized financial plan in the form of The Bucket Plan®.
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.
In order to become Bucket Plan Certified, financial professionals must meet the following educational and experience-based requirements:
In addition to these requirements, a financial professional must conduct himself/herself according to the accepted ethical principles of the profession and be committed to providing financial planning services in each client’s best interest. Renewals are also required to maintain certification, with corresponding assessments to ensure knowledge retention and comprehension of new practices.
Financial professionals are trained in a gamut of financial planning concepts, including the planning philosophy, cycle of invested monies, how to properly access cash flow, asking the right questions to understand clients’ volatility tolerance, various investment types and corresponding risks, Bucket Plan design, and related planning strategies.
Use our interactive map to find a Bucket Plan Certified Planner near you and get started on reaching your retirement goals!