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Frequently Asked Questions

Q. Certified Wealth Preservation Planner (CWPP)

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)






-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.


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