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Advisor Designations

Certified Wealth Preservation Planner (CWPP)

Summary:

This designation shows that an advisor has more extensive knowledge of wealth preservation and asset protection topics. Candidates must complete a 24 hours worth of coursework, then pass an examination in order to obtain this designation. The candidate must also complete twenty four hours of continued education every two years, and take a recertification exam every 3 years.

Issuing Organization:

Wealth Preservation Institute (WPI)

Website:

www.thewpi.org

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