Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Professional Plan Consultant (PPC)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Fi360
Qualification and Training Requirements
Prerequisites

Candidates must fulfill one of the following requirements:

  • minimum of two years of relevant experience, a bachelor’s degree and a professional credential;
  • minimum of five years of relevant experience and either a bachelor’s degree or a professional credential; or
  • minimum of eight years of relevant experience.
Designation Training Requirements

Online, self-paced training courses
Designation Exam Type

Online, proctored exam
Continuing Education Requirements

6 hours annually
Verification and Complaints
Online Designation Resource

Online at Designee Search
Investor Complaint Process

Online at Complaint Procedure
Published List of Disciplined Designees

None