October 21, 2017

Sign-up to Become a Rated Advisor

Sign-up to Become a “Rated” Advisor

Thank you for taking the next necessary step to becoming a “Rated” advisor through the APS™.  By becoming “Rated,” you will be helping shape the landscape of what is right and wrong with asset protection planning in this country.

In other words, by becoming “Rated” you are now part of the solution to fix what ails the asset protection community and not part of the problem.

The APS™ rates advisors through three different levels (A, AA and AAA) with two additional add on ratings (Offshore and Global).  To read about the different rating levels to determine which one(s) you would like to apply for, please click here.

To get started on becoming a State Representative you will need to pay the first years dues and then make a decision as to what rating you would be interested in attaining.

State Rep dues are paid here.

We reserve the right to not accept your application. In this case, you would receive a full $250.00 refund of your State Representative dues.

There are 3 ways for you to become a “Rated” advisor.

1) Oral Examination. If you have not completed an approved formal education program, you can become rated by submitting yourself to an oral examination by the APS™.  If you believe you have the requisite knowledge to pass an oral examination by one of the Advisory board members (exam usually takes approximately 1-2 hours depending on the rating sought), please EMAIL US to schedule the exam. When you sign up, you will be required to give at least three open dates and times when you will be available for the oral examination.

2) Essay Exam.  To the extent you do not want to take an oral examination, you can submit an essay exam to the APS™.   The exam will be different depending on the rating you are trying to obtain.  The standard essay exam can be found here; take the APS™ essay exam. Essay exams usually take 7-10 days to grade.

3) The easiest way to become “Rated” by the APS™ is to complete a formal education course covering asset protection.  The only formal education programs in the country which cover domestic, offshore and global asset protection comes from the Wealth Preservation Institute.  The courses offered by The WPI are the Certified Asset Protection Planner and Certified Wealth Preservation Planner courses.  You can click on the aforementioned names to read more about the courses.  To simply download a course outline, click on CAPP™ or CWPP™.

If you complete one or both courses, you will automatically become a “Rated” advisor.

In order to sit for the essay exam or schedule an oral exam, you will need to pay the $250 Society dues in advance.

What happens if you flunk the exam?

If you are taking the essay exam, it will be returned to you with the items you need to learn or brush up on so you can pass the exam.  It is likely that the grader of the exam will also give you recommended reading so you can pass the test on your second attempt.

Is there a limit on how many times you can take the exam?

No.  You can take it until you pass.  Having said that, if you flunk the test twice, you will be charged $50 per attempt for every attempt thereafter.

If you have any questions or need help starting the rating process, please EMAIL US.

Sending

State Rep dues are paid here.

We reserve the right to not accept your application. In this case, you would receive a full $250.00 refund of your State Representative dues.

If you have any questions or need help starting the rating process, please EMAIL US.