Be Fiduciary Training is a 2-day joint event designed to teach financial professionals the best practices and turnkey processes that are needed to Be Fiduciary.

Participants of this training course will:

  • Learn The Bucket Plan®Best Interest Process, a step-by-step planning process to gather, analyze, advise and document recommendations meeting the requirements of the best interest standard. Mastery of this process enables advisors to take a proctored exam to earn The Bucket Plan Certification, further enabling them to illustrate their commitment and dedication to providing a comprehensive and thorough planning experience in the best interest of the client
  • Access turnkey client resources to clearly create value in the planning process; simplify financial planning so it’s easy for a client to understand; gather vital information and structure a plan; and meet documentation requirements
  • Have the opportunity to earn the Certified Financial Fiduciary®designation from the National Association of Certified Financial Fiduciaries (NACFF®); a FINRA recognized professional designation. Mastery of this information enables advisors to take a proctored exam to earn the designation

This 2-day training event is $3,995 and includes:

  • Hotel accommodations for two nights
  • Breakfast, lunch and refreshments during the 2-day training
  • The Certified Financial Fiduciary®exam and designation
  • The Bucket Plan Best Interest Process, onsite proctored exam and Certification
  • Up to 9 CE hours for CFP® and insurance professionals
  • Online portal access to The Certified Financial Fiduciary® course
  • Access to The Certified Fiduciary® exam and designation*
  • Training manuals, client materials and more


*Included for certain financial institutions. Exam fees may apply for certification. Contact your business development partner to verify.

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