What is CWPP?
Certified Wealth Preservation Planner (CWPP™)

The CWPP™ is a one of a kind designation given to advisors that complete a 24-hour educational course and pass a 240-question multiple choice examination and a three (3) question essay examination. The course is focused on the overall topic of wealth preservation which includes the following topics.

The topics covered in the CWPP™ course are:

-Asset Protection (both domestic and offshore)
-Deferred Compensation
-WealthBuilder Annuity
-Leverage Bonus Plans (LBP)
-Mortgages/Equity Harvesting/1% CFA Mortgage
-Qualified Plans
-401k
-Profit sharing plans
-New comparability plans
-Money purchase plans
-Defined benefit (DB) plans
-412(i) DB plans (and carve out planning)
-Employee Stock Ownership Plans (ESOPs)
-Estate Planning: basic and Advanced”
-Life Insurance
-Whole life
-Term Life
-Return of premium term
-Universal Life
-Indexed Universal Life
-Variable Life
-IRAs (advanced planning)
-Annuities
-Fixed
-Indexed Equity
-Variable
-Accounts Receivable (A/R) Leveraging/Financing
-Life Settlements
-Section 79 Plans
-VEBAs (and 419A(f)6 plans)
-International Tax Planning
-QPIP® (Mitigating the 75% tax trap)
-Charitable Planning
-Charitable Gift Annuities
-Charitable Remainder Trusts
-Charitable Lead Trusts
-Family Foundations
-Reverse Mortgages
-Long Term Care Insurance
-Health Insurance

The information on this page was produced by the Wealth Preservation Institute