Why a Bucket Plan Certified® Planner?

Invest with a Bucket Plan Certified® Financial Professional

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.


Why should a Client invest with a Bucket Plan Certified (BPC) Financial Professional?

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®.


What does Bucket Plan Certified 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.


How does a Financial Professional become Bucket Plan Certified?

In order to become Bucket Plan Certified, financial professionals must meet the following educational and experience-based requirements:

  • Hold a bachelor’s degree, or have at least two years of industry experience
  • Hold a life insurance license
  • Hold at least one of the following:
    • CFA®
    • CFP®
    • ChFC®
    • Series 6
    • Series 7
    • Series 65
    • Series 66
  • Complete two eLearning courses
  • Complete eLearning course knowledge assessment, with a passing grade
  • Attend a two-day live training event
  • Complete a final, proctored exam, with a passing grade

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.


In what concepts are Bucket Plan Certified Financial Professionals proficient?

Financial Advisor Certification

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.


Find a Bucket Plan Certified Financial Professional

Use our interactive map to find a Bucket Plan Certified Planner near you and get started on reaching your retirement goals!