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To learn why "global" Asset Protection Planning is not just about using LLC/FLPs and offshore planning, please click here.
 
Advisors who have taken a course from The WPI requested that a "sales" platform be created for certified advisors.  Therefore, The WPI with the help of Matt Radin, JD, created the C.A.L.M. platform.  This platform will help certified advisors work up a comprehensive asset protection, financial and estate plan for all clients in a systematic manner.  To read about the various levels of C.A.L.M., click here.
 
 
Training Dates
 

Training dates for the CAPP course will be announced shortly.

If you know you want to take the course, we suggest you sign up online and start reading over the material and then come to the next in-person seminar that makes sense for you.

Now is a good time to sign up for the CAPP course. If you first sign up for the CWPP course, you can take the CAPP course for $175 instead of $870.

For questions, please e-mail info@thewpi.org

 

 
 
 

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