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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.
NASBA Approval

            The Wealth Preservation Institute is proud to announce that it has been approved by NASBA to provide CPE credit in all 50 states for seminars given to CPAs and accountants.  NASBA is the governing arm that registers and certified 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 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 for further information.

            In addition to NASBA approval for all 50 states, The WPI has been approved specifically in Texas. See:


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