Certified Wealth Planning Associate Program CTSR Members & Affiliates Only

$3,500.00

The Center for Tax Strategies and Resources Academy goes to CWPA

Monday, March 4 – Wednesday, March 6, 2024 

This is not just another training program.  Combine your previous training, unique skills, and technical acumen with The Law Firm of Strazzeri Mancini LLP’s licensed “secret sauce” to cause wealth planning engagements.

The Certified Wealth Planning Associate™ (CWPA) will allow you to join a larger multi-disciplinary team with exit planning revenue sharing opportunities.

Adding wealth planning  to your existing practice can be overwhelming. As a CWPA, you don’t have to re-create the wheel. Capitalize on a unique process, methodology, and digital tools to augment your client offerings while maintaining the quarterback position.

When you complete your checkout, we will email you the link to the Application.  We will follow up with an email confirming your application status.

For more information about becoming a CWPA, visit www.scinstitute.org/CWPA-CTSR

Description

The Center for Tax Strategies and Resources Academy Goes to CPWA

Monday, March 4 – Wednesday, March 6, 2024 

This is not just another training program.  Combine your previous training, unique skills, and technical acumen with The Law Firm of Strazzeri Mancini LLP’s licensed “secret sauce” to cause wealth planning engagements.

The Certified Wealth Planning Associate™ (CWPA) will allow you to join a larger multi-disciplinary team with exit planning revenue sharing opportunities.

Adding wealth planning  to your existing practice can be overwhelming. As a CWPA, you don’t have to re-create the wheel. Capitalize on a unique process, methodology, and digital tools to augment your client offerings while maintaining the quarterback position.

When you complete your checkout, we will email you the link to the Application.  We will follow up with an email confirming your application status.

For more information about becoming a CWPA, visit www.scinstitute.org/CWPA-CTSR