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The WPI Home Page

-Certified Wealth Preservation Planner (CWPP™); 
-Certified Asset Protection Planner (CAPP™);
-Certified Medicaid Planner™ (CMP™) are Registered Trademarks of The Wealth Preservation Institute.

To learn more about the proper use of any of the above marks, please click here.


Click here to learn about the WPI Founder, Roccy DeFrancesco, JD.

Click here to learn about the Best Way to Grow Your Business by Helping Clients Pay off Their Mortgage 5, 10, 15+ Years Early Using H.E.A.P.™

If you've read Missed Fortune 101 or Stop Sitting on Your Assets, you're only learning half the story.

Click here to read The WPI's most popular e-newsletter: What's Wrong With the New Missed Fortune 101.

Click here to learn about my new book, Bad Advisors: How to Identify Them; How To Avoid Them.


Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™, Founder of The WPI has published hundreds of articles on advanced planning topics. To read some of these articles, click here.


The WPI has several unique marketing tools that are offered ONLY to CWPP, CAPP, CMP advisors.

If you would like to learn how the WPI helps its advisors with marketing, please click here to learn more


To read 19 informative FAQ about the CWPP™ and CAPP™ designations, please click here.

The WPI is the home to the Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™) certification programs, and now the newest designation, the Certified Medicaid Planning(CMP™) program. 

To learn about the CWPP™ course, please click here.
To learn about the CMP™ course, please click here.

You can now follow Roccy DeFrancesco, JD, the Founder of The WPI on Twitter, Facebook, and sign up for his blog by clicking on the following images.

Investment Risk White Paper

This White Paper is a 53-page detailed summary with the best data in the industry when discussing drawdown risk.

The paper covers the As, Bs, and Cs of risk ratios such as Sharpe and  Sortino, and why Standard Deviation isn’t nearly the useful tool that most securities licensed advisors think it is.

The Pain Index (which is not a tool most advisors use) is explained as well as why advisors should be using Return-Per-Unit-of Drawdown Risk (RUDR) as their primary risk metric.

To download the Investment Risk vs. Investment Return White Paper, please click on the following link:

If you are a Financial Planner, CPA/EA/Accountant, Lawyer, Insurance Advisor, or Mortgage Broker, you have come to the only educational institute in the country that provides unbiased education “advanced” planning.

Here you will find many never-seen-before topics and wealth preservation concepts not dealt with by ANY other educational entity. The topics covered in the CWPP™ and CAPP™ courses are practical, usable, and geared towards helping higher income/net worth clients. The WPI's information will help you: 1) best advise your clients, 2)better market yourself, 3) increase your income, and 4) grow your high income/net worth client base.

To download a tri-fold brochure for the CWPP™, please click here on or the picture below.

The CWPP™ and CAPP™ courses cover “advanced” planning on the following topics.

Asset Protection
Estate Planning
Income, Capital Gains and Estate Tax Planning
Financial Planning
Business/Corporate Structure

The WPI is updating its course material (as is needed from time to time due to the fact that advanced course material is fluid and needs to be updated when the tax laws change).

The WPI also has several marketing tools to help advisors market themselves after becoming certified. For those interested in taking a course, it is recommended that you sign up and start the course online (they can all be completed online) and then come to the next in-person seminar that makes sense. 

The WPI invites all advisors to learn more about the CWPP™ and CAPP™ programs by clicking on the large boxes at the top of this page. The WPI believes that when advisors of all kinds understand the many usable topics covered in the courses (as well as the marketing benefits), they will be eager to sign up to become either a CWPP™ and/or CAPP™ advisor.

To download a course outline for the CWPP™ program, click here.

To download a course outline for the CAPP™ program, click here.

  Other Important links
BrochureMission StatementHistory of The WPINASBA ApprovalBooks for Purchase, Certification ExamCertification Exam, Continuing Education, Educational Board, Code of Ethics and Professional Responsibility, Comparisons Between CWPP and CFP, CLU, etc., Articles, C.A.L.M. Asset Protection, Global Asset Protection, Equity Stipping/Harvesting,  "Advanced Design Center," "Advanced" College Planning.

© 2017 The Wealth Preservation Institute • St. Joseph , MI • (269) 216-9978