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| Don't take our word for it, click
here read what advisors of all kinds (financial
planners, CPAs/EA/Acccountants, attorneys, insurance
agents, and mortgage brokers) are saying about the
best educational course/certification course in
the country. |
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| If you would like to find a CWPP advisor, please
click here. |
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| CWPP Advisors have access to the best educational
board in the industry. This design center was created
to have The WPI board members help CWPP advisors
create asset protection, estate, financial and business
plans. This "team" approach helps CWPP advisors
provide plans for their clients they othewise would
not be able to obtain. To read more about the advanced
design center, click
here. |
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| CWPP Home Page |
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Welcome to the home page for the Cerified Wealth Preservation Planner (CWPP™) certification course. Simply put, the CWPP™ is the only “advanced” certification course in the industry.
The next in person CWPP course will be in San Diego on the 10th-12th of September. To learn more, please click here.
To download a sign-up form to attend the San Diego Seminar, please click here .
To download a course outline for the CWPP™ program, click here.
For more information or questions, please e-mail info@thewpi.org or call 269-216-9978.
While you may already be a CPA/EA/accountant, attorney, or have a CFP, CLU, etc., designation, if you have not taken the CWPP™ course, you are missing out on a unique opportunity to grow your practice and provide “the best” advice to your clients.
If you have not yet taken a certification course and are considering taking one, you have come to the right place if you are interested in learning unique practical tools to help high income and/or high net worth clients.
We recommend that you click here to take a look courses in the CWPP™ program. We recommend that you click here to take the FREE examination so you can determine if you can benefit by taking the CWPP™ course.
All we ask at The WPI is that you take some time to surf the various links of this site and determine for yourself if becoming a CWPP™ advisor is in your best interest and that of your clients. For questions, please call 269-216-9978 or e-mail info@thewpi.org. |
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Should You Become a CWPP Advisor? | |
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-You should if you are looking for the most powerful education course in the industry.
-You should if you are looking to significantly grow your practice and earn more money.
-You should if you do not know, in detail, the following topics and how they can help your clients protect, preserve and grow their wealth.
Domestic LLCs, FLPs and offshore asset protection trusts, “Freeze” Partnerships, The Leverage Bonus Plan, Section 79 Plans, 1% CFA Mortgages, Equity Indexed Annuities, The Maximizer, 401k Plans, New Comparability PSPs, Defined Benefit and 412(i) Defined Benefit Plans (and carve out plans), VEBAs/419 Plans, ESOPs, Life Settlements, Reverse Mortgages, Life Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Qualified Pension Insurance Partnerships, Intentionally Defective Grantor Trusts, A/R Financing/Leveraging, HRAs, HSAs, Corporate Structure and many more topics.
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The next 3 day CWPP™ seminar will be announced shortly. You can sign up with a $500 deposit online by clicking here or you can click here to download a faxable form. If you have questions, please e-mail info@thewpi.org or call 269-216-9978.
Courses are held around the country at various times of the year in the following cities: Chicago; Dallas; Orlando; New York (or NJ); California (San Diego and/or San Francisco). If you would like to start the course online now, please click here.
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