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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. 

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

            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) 

           

-Deferred Compensation

            

-Estate Planning

                        -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

 

-Life Settlements

 

-The Maximizer

 

-Reverse Mortgages

 

-Section 79 Plans

 

-Advanced planning with IRAs 

 

-Voluntary Employee Benefit Associations (VEBAs)

 

-Mortgages 

 

-Qualified Plan Insurance Partnership (QPIP)®  

 

-Charitable Planning 

 

            -Health Insurance (cost reduction strategies)

 

-ESOPs 

 

-International Tax Planning

 

-Qualified Plans (401(k), new comp., DB, 412(i) DB and carve out planning for DBA  plans).

 

-Life Insurance

 

-Annuties

            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