Professional Plan Consultant (PPC)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | Financial Service Standards, a Division of fi360, Inc. |
| Qualification and Training Requirements | |
| Prerequisites | Three years of direct financial plan industry sales, service, and/or support experience |
| Designation Training Requirements | 16-hour classroom training or web-based training |
| Designation Exam Type | Final certification exam (50-question, multiple choice, closed-book exam) |
| Continuing Education Requirements | 6 hours over a 12-month cycle |
| Verification and Complaints | |
| Online Designation Resource | Online at Locate a PPC |
| Investor Complaint Process | Online at Designee Complaint Procedures |
| Published List of Disciplined Designees | None |
