CEPA FACULTY
Taught by Expert Specialists & Industry Leaders
The Certified Exit Planning Advisor® (CEPA®) is the most regarded exit planning credential in the marketplace today, endorsed and accepted by more than 20 major organizations for a reason. In order to ensure the best exit planning education in the marketplace, EPI brings together 13+ experts to teach the 23 CEPA modules. 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.
Reinvent yourself with exit planning.
LEARN FROM THE EXPERTS THIS YEAR
Our elite team of instructors travel across the country to educate, train, and empower you with the best information in the industry. The CEPA 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) Designation this year.
Meet the Faculty
Keith Apton
Managing Director, UBS Financial Services, Inc. | The Capital ESOP Group
Andrew McLaughlin
Financial Advisor, UBS Financial Services, Inc. | The Wilkins Group
