The CWPP™ designation is a one of a kind designation given to advisors that complete a 24 hour educational course (either in person or through online education) 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 included the following topics.The topics covered in the CWPP™ course are:
-Asset protection (both domestic and offshore) (3 hours)
-Deferred Compensation
-ABC Plan/WealthBuilder Annuity
-Leverage Bonus Plan (the new “NQDC”)
-Estate Planning (3 hours)
-Intentionally Defective Grantor Trusts (IDGTs)
-Self Canceling Installment Notes (SCINs)
-Private Annuity Transactions
-Preferred and Non-Preferred LLCs for Estate Discounting
-FLPs and Discounting for Estate Planning
-Accounts Receivable (A/R) Leveraging/Financing
-The Maximizer
-Life Settlements
-Advanced IRA Planning
-Charitable Planning
-Mortgages (Equity Harvesting and the 1% CFA)
-Reverse Mortgages
-Section 79 Plans
-Voluntary Employee Benefit Associations (VEBAs)
-International Tax Planning
-Qualified Plans (including carve-out planning) (2 hours)
-Qualified Plan Insurance Partnership (QPIP)®
-Health Insurance (cost reduction strategies)
-ESOPs
-Annuities
-Life Insurance
For a more comprehensive review of the curriculum of the CWPP™ program, please click here to review the full course outline.
Simply stated, there is not a more comprehensive “advanced” planning educational course in the country.
