Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Frequently Asked Questions

Q. What do advisors receive when completing a course?

A. First, the advisor immediately becomes a CWPP™ or CAPP™ and can start using the CWPP™ or CAPP™ on their letterhead, business cards, and on the Internet. 

                Second, clients of CWPPs™ and CAPPs™ will be able to go to a special section of the website where they can review a summary of the rigorous training course each advisor has to go through in order to obtain a certification.  This is an important element in educating high income/net worth clients as to why a CWPP™ or CAPP™ should be used as the team leader and team member when implementing a complete wealth preservation plan. 

                Third, access to a password protected website that has advisor educational PowerPoint presentations on the topics covered in the certification class. 

                 Fourth, licensed advisors will have access to numerous educational webinars that will serve as refresher courses and case design webinars.

                Fifth, advisors will have access to a special client part of the website where client versions of PowerPoint presentations on various topics will be hosted.  The reason for this part to the website is so advisors can send clients to be educated on particular topics without fear of losing those clients to other advisors.   

                Sixth, through a marketing agreement with TriArc Advisors, LLC, advisors who complete the course and pass the CWPP™ exam will be able to become instant authors on the topics covered in the CWPP™ course.  The current cost to become an author of a client educational book is $5,000 minus whatever an advisor paid for a course.


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