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 Master Mortgage Broker (MMB™) program.

The next in person CWPP course will be in San Diego on the 10th-12th of September.  To learn more, please click here.

The next Equity Harvesting (Missed Fortune 101 done "right") seminar based on The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Protection will be announced shortly. Those dates should be posted soon.

Read one of our most popular newsletters on: Helping Clients earn a 7% GUARANTEED annual accumulated value in a new FIA/EIA (when using a GIB Rider) by clicking 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.

The CWPP™ and CAPP™ courses cover “advanced” planning on the following topics.

Asset Protection
Estate Planning
Income, Capital Gains and Estate Tax Planning
Financial Planning
Business/Corporate Structure

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 is also adding 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.  In-person seminars will start again in the early part of 2008.

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.

To test your knowledge on advanced planning, take our FREE examination by clicking here.