Professional advisors are constantly improving and expanding their skillsets. This is especially true for those in the exit planning industry. The exit planning industry encompasses a wide and unique variety of advisors with a common goal: to provide their business owner clients with a successful exit from their business and a thriving next act. The Certified Exit Planning Advisor (CEPA) credentialing program provides advisors with the knowledge to do just that. However, professional advisors would be wise to supplement their education with industry-specific programs to be their owner’s most trusted advisor.
What is EPI Academy?
EPI Academy is Exit Planning Institute’s new interactive online learning platform. The platform was designed to allow advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials. These include recommended learning and professional development plans. Scott Snider says EPI Academy is “continued professional development in a convenient way. It provides advisors with a platform to build and advance their own practice by completing courses at their own pace online.”
What is the secret to passing your Certified Exit Planning Advisor (CEPA) Exam? It’s as simple as understanding what you need to know on exam day and this course will help you discover that.
The comprehensive exam prep course strengthens and reinforces the core competencies required to pass the CEPA Exam. President of Exit Planning Institute, Scott Snider, breaks down the exam and shares insights, tips, and tricks to keep in mind during your study. He is joined by the creator of the Value Acceleration Methodology, author of Walking to Destiny, and Head of CEPA Faculty, Christopher Snider, for an interview of applying the exit planning concepts.
This three-module, on-demand, and interactive course helps CEPA exam candidates simplify their study approach and comprehend the overall body of knowledge.
- Module One: Simplifying The Methodology
- Module Two: Understanding The Curriculum
- Module Three: Applying The Concepts
Price: $300
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Together with the creator of the playbook, President of EPI Scott Snider, you will lay the foundation for implementing the training, tools, and knowledge into your practice.
Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training. Together with Scott Snider, President of the Exit Planning Institute, you will lay the foundation for implementing the training, tools, and knowledge into your practice. Throughout this course, Scott will help you establish the rhythm of your practice and provide helpful hints and key insights from his own experience. You will learn how to build out exit planning practices, service lines, and marketing programs.
This three-lesson, on-demand, interactive masterclass equips you with the framework, tools, and knowledge to successfully implement your CEPA training and maximize your return on investment.
- Module One: Building The Momentum
- Module Two: Picking Your Path
- Module Three: Implementing The Skills
Price: $295
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It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.
Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. Join Scott Snider, President of the Exit Planning Institute, as he shows advisors how to navigate and use the CEPA Platform offered by EPI, ideas on how to create awareness and drive new business, and how the value of being a part of EPI can generate new business for you when properly utilized.
This three-module, on-demand, interactive course enables advisors to construct a thriving and profitable exit planning practice.
- Module One: Changing The Conversation
- Module Two: Identifying Ideal Customers
- Module Three: Delivering Client Work
Price: $395
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As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself.
The Marketing for the Professional Advisor Masterclass is here to solve that issue. During the course, instructor Kiley Peters, an award-winning entrepreneur and marketing consultant, gives professional advisors instantly actionable strategies and tactics (and a turnkey marketing playbook) that can be tied to revenue metrics for you to hit the ground running immediately.
This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.
- Module One: Know Your Audience
- Module Two: Build Your Brand
- Module Three: Create Valuable Content
- Module Four: Develop New Business
- Module Five: Quick Wins & Resources
Price: $775
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