Exit Planning Institute


Taught by Experts & Industry Leaders


The Certified Exit Planning Advisor (CEPA®) program is the most regarded exit planning credential in the marketplace today and is endorsed and accepted by more than 40 major organizations. In addition to the CEPA program, Exit Planning Institute offers a robust library of high-quality, self-paced online courses through our EPI Academy. These courses provide business advisors with continued professional development in a convenient way.


In order to ensure the best exit planning education in the marketplace, EPI has brought together a best-in-class collection of industry experts. Our faculty provide you with the most current, specialized, and relevant industry information and insights into their knowledge as leaders in the exit planning space.


It takes a team to effectively help an owner transition. Our team of expert Faculty Members show top advisors like you on how it's done.


Immerse yourself in education presented by our elite team of instructors. The CEPA Credentialing Program is an opportunity to expand both your knowledge and your influential network within this group of collaborative thought leaders. Reinvent yourself and your practice by earning the Certified Exit Planning Advisor (CEPA®) Credential this year.

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Reinvent yourself with exit planning.