Offered by: The Wealth Preservation Institute

For additional information on the CAPP™, click here to read the Frequently Asked Questions.

Click here to start your journey to become a CAPP™.

The CAPP™ signifies that an advisor has the requisite knowledge on comprehensive asset protection strategies/solutions to hold the certification and use the CAPP™ mark.

Knowledge of the following items is required to pass the CAPP™ exam:

-Domestic asset protection structures
-Estate planning
-Tax mitigation strategies (income, capital gains, estate)
-Stock market risk mitigation strategies and products
-Long-term care cost mitigation strategies and products

Exam Requirements

The CAPP™ exam is made up entirely of three essay questions. These questions are real world fact patterns of the typical clients who need asset protection planning.

Advisors are tasked with taking all their knowledge to put in written form:

-the asset protection problems each client faces
-the potential solutions to those problems
-a formal recommendation that the exam-taking advisor would recommend

Once completed, advisors are given their CAPP™ certificate.