No. You can operate your business anywhere you like.
...back to the topCan I operate my business from any state?
Yes there are CAPS® all across the country.
...back to the topCan I work part time?
Yes. Most CAPS® work part time and make a comfortable six figure income.
...back to the topDo I have to renew my license?
Yes. Your license must be renewed annually in January of every year to remain in compliance.
...back to the topDo I have to split any fees with anyone else?
No. You keep your entire fee. This is not MLM or a franchise. You are completely independent.
...back to the topDo I need an office?
No. You can easily work from home.
...back to the topDo I need previous experience?
No. We will teach you everything you need to know to be successful. All you need to do is be teachable and eager to make a high six figure income. We will do the rest.
...back to the topDo you comply with all Federal, State and Local laws pertaining to taxes, legal and corporate structures?
YES! As a CAPS® you must adhere to all laws. Failure to comply with the law will result in certification termination. (See Code of Ethics)
...back to the topDo you recommend offshore trusts or other tax evading structures?
NO. We only recommend legal and accepted structures and products.
...back to the topHow do I get paid?
Your client will pay you directly.
...back to the topHow long does it take to be certified?
The course is designed to be completed in 3 days from 8 am to 5 pm usually a Thursday - Saturday.
...back to the topHow long will it take to make my investment in training back?
Your first client (which is provided to you) will more than make up the cost of the class usually within 90 days or less.
...back to the topHow much can I charge?
You set your own fees. Most CAPS® charge $3,500 to $12,000 per client depending on the complexity of the report and job description.
...back to the topHow much does it cost to be a CAPS® ?
The 3 day training course, curriculum and certification is $3500. Contact details are at the bottom of this page.
...back to the topHow much will I make?
That really depends on you. Many of our graduates earn good money part time in their first year. It's really based upon how many clients you want to help.
...back to the topWhat additional equipment or tools are required?
You will need a computer, printer, telephone, professional attire and basic office supplies.
...back to the topWhat does a CAPS® do?
You are well compensated to thoroughly evaluate your client's assets, liabilities and business structures, prepare a complete and detailed report on your findings and recommendations for changes which will reduce or eliminate your client's liabilities and reduce their taxes.
...back to the topWhat is a Certified Asset Protection Specialist?
A Certified Asset Protection Specialist (CAPS® )is a federally registered designation. It is the premier designation for professionals in the advanced financial planning industry.
...back to the topWhat ongoing expenses will I have?
Just normal office expenses such as telephone, advertising and supplies, etc..
...back to the topWhat topics are included in the curriculum?
Advanced estate planning strategies, corporate structures, tax review, trusts, assets vs. liabilities and complete marketing of your business. (See Course Highlights page)
...back to the topWhat type of support do you provide?
After your training is complete, you will receive 90 days of ongoing technical support and mentorship. Additional assistance can be arranged.
...back to the topWhen is the next Class Scheduled?
See Certification Page for class times, locations and dates.
...back to the top