February 24, 2019

Level AA Rating

The Level “AA” rating is for advisors of all kinds who know domestic asset protection planning, but do not draft legal documents. In order to receive a Level “AA” Rating, the advisor must prove to the APS™ Board that they have sufficient knowledge to provide competent advice to clients when it comes to protecting their wealth.  The easiest way to prove to the APS™ Board that an advisor has sufficient knowledge is to become certified by an educational entity which deals with asset protection.  The only current educational institute which provides such education is The Wealth Preservation Institute through its CWPP™ and CAPP™ designations.

For advisors who do not have a CWPP™ or CAPP™ designation, they must submit to a comprehensive conference call with at least one educational board member who performs and oral exam or submit extensive essay exam to determine if the advisor has the knowledge to warrant a Level “AA” rating.