Monthly Archives: June 2018

EPI Adds Two New Members to the Global Headquarters Team

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The exit planning industry has experienced rapid growth as the needs of the middle market continue to climb. As our organization, the Exit Planning Institute, stages ourselves to better support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole, we are pleased to announce that EPI has welcomed two new… read more

Announcement: Congratulations to 65 Certified Exit Planning Advisors to Join the Exit Planning Community

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The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more