Certified Asset Protection Planner™
Offered by: The Wealth Preservation Institute
For additional information on the CAPP™, click here to read the Frequently Asked Questions.
Click here to download the order form to become a CAPP™ (COVID-19 special temporary discounted price).
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
-Tax mitigation strategies (income, capital gains, estate)
-Stock market risk mitigation strategies and products
-Long-term care cost mitigation strategies and products
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
Educational Material for the CAPP
Per the NCCA requirements on companies that issue certifications, there is no “official” study material.
Advisors are free to learn the concepts needed to pass the CAPP™ exam from any source.
Advisors can buy access to educational material offered through the Asset Protection Society™. Much of the material on the APS™ website is free. Advisors can also choose to purchase optional material to help them pass the CAPP™. Click here to learn more.
Optional benefits to becoming a CAPP™
1) Case design support—advisors who pass the CAPP™ exam who are also current with their annual dues ($175 a year to keep the certificate), have at their disposal WPI President Roccy DeFrancesco, JD, CAPP™, CMP™, and his support team. They are available to answer general or specific asset protection questions or help with overall case design support for clients.
2) Asset Protection Society™ State Representative
Only CAPP-certified advisors are allowed to be state reps for the APS™.
State representatives are able to use the following logo on their email signature and website. It signifies that the advisor not only knows the subject matter, but is also dedicated to teaching other advisors and consumers in their state the subject matter (as well as assisting them with help if needed).
John Smith, CAPP™
123 Anywhere Street
Ft. Myers, FL 33908
Advisors who sign up to sit for the CAPP™ exam are allowed to be state reps if they agree to pass the exam within six months of signing up.
Ready to become a CAPP certified advisor?
If so, click here to download the order form (COVID-19 special temporary discounted price).
Questions? Email firstname.lastname@example.org or call 269-216-9978.