Welcome to WPI 


​We offer information about advancing your career as a financial consultant by becoming a Certified Wealth Preservation Planner(CWPP), Certified Asset Protection Planner (CAPP), and Certified Medicaid Planner. 


Receiving a CWPP, CAPP, or CMP certification can help you advance your career and offer a more diverse set of financial planning client services if you are a Financial Planner, Lawyer, Insurance Adviser, CPA/EA/Accountant or Mortgage Broker. 

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CWPP and CAPP courses deal with topics and wealth preservation concepts rarely touched upon by other forms of advanced or continuing education. Preparing for the CWPP and CAPP covers topics that are practical, usable, and tailored for advising clients with higher net worth or income. Information from the WPI will prepare you to: 
1) provide better guidance to your clients
2) improve how you market yourself 
3) generate more income
4​) expand your base of high income and high net worth clients


CWPP and CAPP courses cover some of the following topics 


Asset Protection 

Estate Planning 

Income, Capital Gains, and Estate Planning 

Financial Planning--Personal Financial Planning 

 Business/Corporate structure 


The advanced education from a Certified Wealth Preservation Planner (CWPP) or Certified Asset Protection Planner (CAPP) or the newest certification, Certified Medicaid Planner (CMP) will provide any financial consultant or advisor with the credibility and advanced planning expertise to deliver income preservation, wealth and asset protection for their clients. 

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Financial Planning

A desire to protect your assets isn't a bad thing. A deep understanding of wealth preservation concepts or working with a CWPP or CAPP may not have you diving into pools of money like Scrooge McDuck but it can ensure long term financial security and a happy retirement.  

Scrooge McDuck Goes for a Swim
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Participation in Benistar Plan Triggered Reportable Transaction Penalty

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