Become the Next Value Advisor through CEPA
Unlock the CEPA Potential with Ongoing Development Resources
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Each membership level offers you benefits designed specifically to meet the needs of professionals with different levels of interest in and commitment to the field of exit planning.
Your membership in the Exit Planning Institute will provide you with powerful and unequal member benefits, available only through EPI, including the knowledge, tools, and skills you will need to deliver exemplary exit planning strategies for your clients.
Importantly, EPI is the only organization that offers the Certified Exit Planning Advisor or CEPA designation. The Certified Exit Planning Advisor designation is the oldest and most respected credential in the growing field of exit planning. The Institute’s 5-day executive MBA style training program is the most comprehensive available in the area of exit planning.
Join us, and take part in the largest generational transfer of wealth in history.