Professional Plan Consultant (PPC)

• Professional Experience — A successful candidate must have three years of financial industry sales, service, and/or support experience
  
• Coursework - A PPC candidate must attend either the instructor-led, multiple-day training session accredited by Robert Morris University or complete the ONLINE training program to gain a comprehensive understanding of the issues faced by plan sponsors, how to identify shortfalls in an employer-sponsored plan, and how successfully to address plan management issues
  
• Examination - Each candidate must sit for a 50-question, multiple choice examination held at the end of the training program, and obtain a passing score of 70% or better

• They must sign the Financial Service Standards Code of Ethics to verify that the individual pledges to maintain a high standard of conduct, competence, knowledge, professionalism, integrity, objectivity, and responsibility in the practice of his or her profession
  
• They must complete the appropriate continuing education requirements
  
• The must submit an accreditation application and pay annual designation dues of $245.00

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