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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.
 
 
Find a CAPP™ Advisor
 

The Wealth Preservation Institute is proud to present the public with a list of advisors who have passed the CAPP™ course or are in training to do so.

 

As you look in your state for a CAPP™ you will notice that many advisors have a yellow status.  This means they signed up for the course and are currently taking it online (or have been to an in-person seminar and are passing the tests online).  The reason there are so many yellow status advisors is due to the fact that this course is not an “easy” course.  Advisors need to take their time in order to pass the 180 question and 2 question essay tests.  Additionally, the course was built to be user friendly for working advisors who have full time jobs and families to attend to.  Advisors have 12 months to complete the course and in the coming months you should see many more advisors turn from yellow status to green as their 12 month window comes due.

 

Click on your state to find an advisor near you.  

 

Alabama Indiana Nebraska South Carolina
Alaska  Iowa  Nevada  South Dakota
Arizona  Kansas  New Hampshire Tennessee
Arkansas  Kentucky  New Jersey Texas
California Louisiana New Mexico Utah
Colorado  Maine New York Vermont
Connecticut Maryland North Carolina Virginia
Delaware  Massachusetts North Dakota Washington
Florida  Michigan Ohio Washington, D.C.
Georgia  Minnesota  Oklahoma West Virginia
Hawaii  Mississippi  Oregon Wisconsin
Idaho   Missouri  Pennsylvania Wyoming
Illinois  Montana  Rhode Island Puerto Rico
 

If you are not an advisor and wonder if you are receiving the best advice from your local advisors (CPAs/accountants/EAs, attorneys, financial planners, insurance agents, mortgage brokers, or money managers), please surf this web-site and determine for yourself if your local advisors know (or have even hear of) most of the topics covered.   If not, you should find a CWPP™ or CAPP™ in your local area who can help you or suggest that your local advisors become one.

 
 
 

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