The WPI is the home to the Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™) certification programs, and now the newest designation, the Certified Medicaid Planning™ (CMP™) program.
To learn about the CWPP™ course, please click here.
To learn about the CMP™ course, please click here.
You can now follow Roccy DeFrancesco, JD, the Founder of The WPI on Twitter, Facebook, and sign up for his blog by clicking on the following images.
33-Page White Paper
The most popular download the WPI has ever put out is the 33-page white paper comparing VAs to FIAs and their guaranteed income benefit riders. To download that FREE white paper, please click here.
If you are a Financial Planner, CPA/EA/Accountant, Lawyer, Insurance Advisor, or Mortgage Broker, you have come to the only educational institute in the country that provides unbiased education “advanced” planning.
Here you will find many never-seen-before topics and wealth preservation concepts not dealt with by ANY other educational entity. The topics covered in the CWPP™ and CAPP™ courses are practical, usable, and geared towards helping higher income/net worth clients. The WPI's information will help you: 1) best advise your clients, 2)better market yourself, 3) increase your income, and 4) grow your high income/net worth client base.
To download a tri-fold brochure for the CWPP™, please click here on or the picture below.
The CWPP™ and CAPP™ courses cover “advanced” planning on the following topics.
Income, Capital Gains and Estate Tax Planning
The WPI is updating its course material (as is needed from time to time due to the fact that advanced course material is fluid and needs to be updated when the tax laws change).
The WPI also has several marketing tools to help advisors market themselves after becoming certified. For those interested in taking a course, it is recommended that you sign up and start the course online (they can all be completed online) and then come to the next in-person seminar that makes sense.
The WPI invites all advisors to learn more about the CWPP™ and CAPP™ programs by clicking on the large boxes at the top of this page. The WPI believes that when advisors of all kinds understand the many usable topics covered in the courses (as well as the marketing benefits), they will be eager to sign up to become either a CWPP™ and/or CAPP™ advisor.
To download a course outline for the CWPP™ program, click here.
To download a course outline for the CAPP™ program, click here.