Exit Planning Institute


Taught by Experts & Industry Leaders

Certified Exit Planning Advisor (CEPA)

The Certified Exit Planning Advisor (CEPA®) is the most regarded exit planning credential in the marketplace today and is endorsed and accepted by more than 40 major organizations for a reason. In order to ensure the best exit planning education in the marketplace, EPI brings together 11 experts to teach the 16 modules of the CEPA Credentialing program. This ensures that you are learning the most current, specialized, relevant industry information and knowledge from leaders with the expertise. It takes a team to effectively help an owner transition successfully. And it takes a team of experts to educate top advisors like you on how to do it. Become the most valued advisor.


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 pack of collaborative thought leaders. Reinvent yourself and your practice by earning the Certified Exit Planning Advisor (CEPA®) Credential this year.

Meet the Faculty

Reinvent yourself with exit planning.