What is PPC® Training?

Advisors specifically interested in building their retirement plan advisory business pursue the Professional Plan Consultant® (PPC®) Designation. This training course teaches advisors a framework for managing successful and compliant 401(k) plans. Those who successfully earn their PPC® Designation 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

Training Options

Online
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.

Price $599§

Classroom

Contact Us if your organization is interested in hosting an on-site PPC training event.

Program Overview

The evolving role of the retirement plan advisor

Defining plan success

Fiduciary roles and responsibilities

Investment selection and monitoring

Service provider due diligence

Participant communications

Plan administration issues

Implementing a prudent decision-making process

 

Let’s get started! Visit the Fi360 Platform to create an account and purchase your training.

Or, if you’d like additional information or assistance with your purchase, we’re here to help! Fill out the form and a member of the Fi360 team will be in touch. 

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. 

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