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Frequently Asked Questions
 

Q. Certified Wealth Preservation Planner (CWPP)

A.
Certified Wealth Preservation Planner (CWPP)
 
           The CWPP designation is a one of a kind designation given to advisors that complete a 24 hour educational course (either in person or through online education) and pass a 240 question multiple choice examination and a three (3) question essay examination.  The course is focused on the overall topic of wealth preservation which included the following topics. 

            The topics covered in the CWPP course are: 

         -Asset protection (both domestic and offshore) (3 hours) 

           

-Deferred Compensation

            -ABC Plan/WealthBuilder Annuity

                        -Leverage Bonus Plan (the new NQDC)

           

-Estate Planning (3 hours)

                        -Intentionally Defective Grantor Trusts (IDGTs)

                        -Self Canceling Installment Notes (SCINs)

                        -Private Annuity Transactions

                        -Preferred and Non-Preferred LLCs for Estate Discounting

                        -FLPs and Discounting for Estate Planning

 

-Accounts Receivable (A/R) Leveraging/Financing

 

-The Maximizer

 

-Life Settlements

 

-Advanced IRA Planning

 

-Charitable Planning

 

-Mortgages (Equity Harvesting and the 1% CFA) 

 

-Reverse Mortgages

 

-Section 79 Plans

 

-Voluntary Employee Benefit Associations (VEBAs)

 

-International Tax Planning 

 

-Qualified Plans (including carve-out planning) (2 hours)

 

-Qualified Plan Insurance Partnership (QPIP)  

 

            -Health Insurance (cost reduction strategies)

 

-ESOPs

 

-Annuities

 

-Life Insurance 

            For a more comprehensive review of the curriculum of the CWPP program, please click here to review the full course outline. 

            Simply stated, there is not a more comprehensive advanced planning educational course in the country.

 
 
 

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