Combine your previous training, unique skills, and technical acumen with our before, during, and after engagement and process tools to open the conversation, close the entire engagement, manage the work, and cross-sell your services.

The CWPA licensing course is a deep dive into the discovery and mechanics for all facets of the wealth planning journey, including:

Co-branded marketing brochures (hard copy and digital) as well as seminar content and presentations.

Counseling and conversation tools as well as online surveys and assessments to help high-net worth clients find clarity about the dichotomy that exits in their gut, honor their journey thus far, unpack their priorities, and identify the issues to focus on.

Training and education to have conversations about (and identify the need for) wealth transition goals, the wealth gap, and tax planning.

Comprehensive advisor’s guide outlining the mechanics to maintain momentum and complete the Client Journey.

The ultimate “cheat sheet” with links to memo’s, forms, checklists, templates, customizable reports, and benchmarking tools to celebrate the wins.

Course Details

DATES:                          Monday, March 4 – Wednesday, March 6, 2024

STYLE:                           In-Person

PRICE:                           $3,500 (discounts available for
.                                       SCI Academy members)

.                                       $2,200 annual licensing fee

VENUE:                          Law Firm of Strazzeri Mancini LLP
.                                      San Diego, CA

Who It’s For:

CWPA was created for advisors in our circle who want to retain the quarterback role, continue to get compensated for their core discipline, help their clients who need wealth planning, and partner with SMLLP to do the review, design, and implemtnation work.

To register, please complete the form below.

Become part of a multi-disciplinary wealth planning advisory team with revenue opportunities
and the success formula you need to attract, engage, and work with high-net worth clients.

Future CWPA 2024 Dates:

Monday, September 29 – Wednesday, November 1

(Registration for Sept 2024 will open shortly after the Mar 2024 class) 

This program is offered by the Southern California Institute in partnership with The Law Firm of Strazzeri Mancini LLP