What is PPC® Designation Training?
Advisors specifically interested in building their retirement plan advisory business pursue the Professional Plan Consultant® (PPC®) Designation through our training. This course teaches advisors a framework for managing successful and compliant 401(k) plans. Those who successfully complete the training are eligible to earn their PPC® Designation and can demonstrate to clients and prospects their knowledge of ERISA requirements for employer-sponsored retirement plans and their ability to carry out plan services with a fiduciary standard of care.
Reasons to Become a PPC® Designee
- Mitigate risk by understanding the regulatory bodies that govern employer-sponsored plans
- Increase practice efficiency and effectiveness by implementing a prudent process
- Improve plan service models by identifying common shortfalls
- Earn distinction as a retirement plan specialist
Our Self-Paced Online course is available on demand to be completed within 90 days of purchase. The exam is administered online in coordination with a Proctor. Fi360 has partnered with ProctorU to offer remote proctoring to PPC® Designation candidates. Learn more.
Contact Us if your organization is interested in hosting an on-site PPC training event.
Additional Information including terms of purchase, tips for study and CE requirements can be found here.
§ Fi360 partners with many organizations to provide PPC® Designation training to their advisors. Fill out the form to find out if you qualify for any discounts.