BankTrainingCenter.com offers banking exams, banking degree training, and professional development for banking professionals

Professional Plan Consultant (PPC)


The Professional Plan Consultant (PPC) designation is awarded to those who successfully complete The 401k Service Training Program™. This designation, administered by Financial Service Standards, LLC, signifies a commitment to education and service excellence in the qualified plan industry. The 401k Service Training Program is the only course that sets service standards in the retirement plan industry and imparts professionals not only with the knowledge, but the tools needed to meet (and exceed) those standards.


Curriculum

To earn the PPC designation, a candidate must satisfy requirements involving the following:
  • 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

Additional Requirements

Once accredited, PPC designees have the following obligations:
  • 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

Continuing Education Requirements

On an ongoing basis, over a 24-month cycle, each PPC designee must complete a minimum number of continuing education hours (12) in a format allowed by FSS.


Recommended Courses & Available Training Options

Bank Training Center offers multiple courses and training formats for earning the PPC™ designation. For instance, we offer both classroom-based and web-based programs, so you can select the format that best accommodates your schedule and learning preference.

To find out more about the Professional Plan Consultant™ designation and the 401k Service Training Program™, simply select one of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "PPC – Professional Plan Consultant."


Recommended Online Training Courses


Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing
Earn your License quickly and easily!
Designations/Certifications
Improve your knowledge and industry standing!
Professional Development
Products & Services to help manage and grow your career!







Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales



Feature Items
Vendor Management: Key Components Of A Compliant Program
Vendor Management: Key Components Of A Compliant Program
15 Reasons Name and TIN Numbers May Not Match
15 Reasons Name and TIN Numbers May Not Match
Bank Call Report Preparation for Beginners - Five Part Webinar
Bank Call Report Preparation for Beginners - Five Part Webinar
Business Accounts: Authority and Liability
Business Accounts: Authority and Liability
Lending 101
Lending 101
Lending to Municipalities
Opening Deposit Accounts Online: CIP, CDD, W-9, Signature Cards and More Regulatory Issues
Opening Deposit Accounts Online: CIP, CDD, W-9, Signature Cards and More Regulatory Issues
Organizing an Effective Remote Deposit Capture Compliance Program
Organizing an Effective Remote Deposit Capture Compliance Program
New Non-Resident Alien Rules: BSA, W-8BEN and Interest Reporting
New Non-Resident Alien Rules: BSA, W-8BEN and Interest Reporting
Certified Regulatory Vendor Program Manager
Certified Regulatory Vendor Program Manager
Securities License
Securities License
Internal Investigations Certificate Program
Internal Investigations Certificate Program
Commercial Mortgage Training Program
Commercial Mortgage Training Program
Best-Ever Compliance Checklists for Commercial Loans
Best-Ever Compliance Checklists for Commercial Loans
Banking Directories By State
Banking Directories By State
Certified Fund Specialist®  (CFS®)
Certified Fund Specialist® (CFS®)
Licensing
Insurance Licensing Series 11 Exam Prep Series 55 Exam Prep
Securities Licensing Series 24 Exam Prep Series 62 Exam Prep
Series 3 Exam Prep Series 26 Exam Prep Series 63 Exam Prep
Series 4 Exam Prep Series 27 Exam Prep Series 65 Exam Prep
Series 6 Exam Prep Series 28 Exam Prep Series 66 Exam Prep
Series 7 Exam Prep Series 32 Exam Prep Series 79 Training
Series 9 Exam Prep Series 51 Exam Prep Series 82 Training
Series 10 Exam Prep Series 53 Exam Prep Series 99 Training
Designations/Certifications
Accredited Investment Fiduciary (AIF®) Certified Income Specialist (CIS) Chartered Financial Analyst (CFA)
Certified Annuity Specialist (CAS) Certified Senior Advisor (CSA) Chartered Financial Consultant (ChFC)
Certified College Planning Specialist (CCPS) Certified Tax Specialist (CTS) Financial Risk Manager (FRM)
Certified Divorce Specialist (CFDS) CFP Courses for Certification Professional Plan Consultant (PPC)
Certified Estate and Trust Specialist (CES) CFP Review Course Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP) Chartered Advisor for Senior Living (CASL) Steps to Achieve CFP® Certification
Certified Funds Specialist (CFS) Chartered Alternative Investment Analyst® (CAIA®)  
Professional Development
Account Management Training Courses For Bankers Continuing Education Courses Loan Officer Training For VA Mortgages
Bank Compliance Training And Education Call Report Training Mortgage Broker Training
Bank Directories Estate Planning Mortgage Loan Processor Training
Bank Fraud Prevention Loan Officer Training Safe Deposit Box Training
Bank Management Mortgage Lending Training Courses Teller Training
Banking Certifications / Designations Loan Officer Training For Conventional Mortgages Trusts and Estates Training
BSA Training Loan Officer Training For FHA Mortgages UDAAP Training Courses

 width=Facebook