Use Your Post-CEPA Path to Achieve Success on Your Terms
Becoming a Certified Exit Planning Advisor (CEPA) is your first step. But, what are you working towards? Just like an owner embarking on the exit planning journey, one size does not fit all. Your professional development plan should be tailored to help you achieve your most critical, immediate goal. EPI serves thousands of advisors in providing the best industry content, ongoing advisor support, and a platform for owner education in the form of education, advanced workshops, summits, symposiums, custom training, private coaching, member resources, and peer group learning. We use this series of products and services to help you identify the swiftest path to success on your terms. It is up to you to decide what your path will be. So, answer this key question: Which kind of CEPA are you?