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 WPI will be 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.
For more information or questions, please e-mail firstname.lastname@example.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 worthclients.
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.
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 Plans, Fixed Indexed Annuities, 401k Plans, New Comparability PSPs, Defined Benefit and 412(e)3 Defined Benefit Plans (Cash Balance and Carve Out Plans), ESOPs,Life Settlements, Life 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.