After spending several years researching and learning many topics that were considered “advanced” or “proprietary,” Roccy DeFrancesco, JD, CWPP™, CAPP™, decided to share his knowledge with other advisors through his book The Doctor's Wealth Preservation Guide and through numerous articles published in leading financial planning, legal, and accounting journals. Additionally, after giving lectures for thousands of advisors, it became apparent that a more formal educational approach was needed to help advisors learn the many tools available (but not known) in the advanced marketplace.
Roccy recruited some of the best minds in the advanced planning community to sit on The WPI's educational board and Eithics board. Thier knowledge along with Roccy's ability to put complex topics in written form into English so everyone can understand and learn them is the foundation of what makes the CWPP™ and CAPP™ absolutely unique. To view the educational board, please click here.