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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.
If you would like to find a CWPP advisor, please click here.
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.
CWPP Home Page

Welcome to the home page for the Certified 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 announced shortly. To download a course outline for the CWPP program, click here

The WPI has starting a webinar series for the CWPP course. For those who miss the start of this series, they will be recorded and accessible to anyone who signs up for the course. To inquire about access to the webinar series, e-mail

For more information or questions, please e-mail 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  

  Should You Become a CWPP Advisor?

-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"Advanced" College Planning, Section 79 PlansEquity Indexed Annuities, The Maximizer, 401k Plans, New Comparability PSPs, Defined Benefit and 412(e)3 Defined Benefit Plans (Cash Balance and Carve Out Plans), ESOPs, Life SettlementsLife Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Qualified Pension Insurance Partnerships, Intentionally Defective Grantor Trusts, A/R Financing/Leveraging, Medicaid Planning, Corporate Structure and many more topics.

  Training Dates - It will be announced shortly

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 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.


© 2017 The Wealth Preservation Institute • St. Joseph , MI • (269) 216-9978