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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.
 
 
NASBA Approval
 

      The Wealth Preservation Institute is proud to announce that it has been approved by NASBA to provide CPE credit in 41 states for seminars given to CPAs and accountants.  NASBA is the governing arm that registers and certifies companies who desire to give continuing education credit for CPAs and accountants.

            As time passes, The Wealth Preservation Institute (WPI) will have “certified” instructors who will be able to give local seminars for CPAs and accountants and give out CPE credit. 

            If you are a CPA or accountant and would like The WPI to come to your firm to give a half or full day CPE seminar on advanced planning, please e-mail info@thewpi.org to inquire.

            If you are an advisor and would like to become a certified instructor under the WPI so you can give local seminars for CPAs and accountants and hand out CPE credit, please e-mail info@thewpi.org for further information.

            In addition to NASBA approval for 41 states, The WPI has been approved specifically in Texas. See: http://www.tsbpa.state.tx.us/macros/OD005.ndm/DETAIL?ID=009367.

 
 
 

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