NEW in 2021: Updated

CEPA Membership Model

NEW in 2021: Updated CEPA Membership Model


According to Vice President, Scott Snider, “Our purpose is to create significant companies. By helping an owner create a significant company we not only help them today, but we will help them better position themselves for an exit. To help further that goal, this month we will debut many new member-oriented items”.

This year we are introducing our new tiered CEPA Membership Model. We recognize that some advisors are interested in joining a vast community of Certified Exit Planning Advisors with access to a comprehensive Content Portal, but some advisors are interested in actively holding the designation for the methodology alone. We have updated our membership levels to Credentialed and Credentialed Plus.

Learn more about our two membership levels below.

CEPA Membership Includes: Credentialed – $395 Credentialed Plus – $895
Actively Hold the CEPA Designation X X
Access to EPI and CEPA Logos X X
Knowledge of Value Acceleration Methodology X X
Access to EPI Content Portal   X
CEPA Think Tank   X
Access to Marketing Tools   X
Professional Development   X
Monthly Member Round Up   X
10% off all EPI Products and Programs   X

 

Credentialed – $395 annually

Granted to those who have demonstrated through education, experience, training and passing of the final examination through the CEPA Credentialing Program that they meet the qualifications to hold the CEPA designation. This status allows the advisor to actively hold the CEPA designation offered by EPI and utilize the marks, logos, and methodology.

Credentialed Plus – $895 annually

The Credentialed Plus membership tier includes all the benefits of the Credentialed tier plus access to the EPI Content Portal, CEPA Think Tank Networking Groups, and Monthly Member Round Ups. Additionally, you receive 10% off any EPI Products and Programs. 

Content Portal: Marketing, Conversation and Mini-Assessment Tools

This portal grants access to hundreds of pieces of content that can be utilized in marketing and owner engagement tactics to better engage, intrigue, and empower the owner through education, as well as self-assessment tools to help any owner understand their value, and presentations along with research pieces and case studies. This portal grants access to further self-guided professional development experiences to advance the advisor’s knowledge in exit planning and its surrounding topics within the exit planning ecosystem. Content in our portal includes tools for Exit Planning, Value Acceleration, Value Growth, Exit Options, Estate Planning, Financial Planning, M&A, and more! New content is introduced twice a year.

Content includes:
  • Infographics
  • Whitepapers
  • Articles
  • Blog Posts
  • Email Campaigns
  • Research
  • Presentations
  • Engagement Letters
  • Mini Assessment Tools
  • Meeting Templates
CEPA Think Tank Networking Groups

Held virtually on every other week basis and hosted by the EPI Member Experience Team. These virtual best practice and networking groups allow CEPAs to get introduced to new topics live with experts through deeper guided conversation with fellow CEPAs from around the country and world. Each networking group counts for 1 hour of CEPA Continued Education Credit

Monthly Member Round Up

Drive best practices through understanding how fellow CEPAs are implementing the Value Acceleration Methodology into their firm and with their business owners. The EPI Member Experience team features up to three CEPAs in a CEPA Spotlight and curates the best content and events from across the exit planning ecosystem and EPI Community. 

Do you want to learn more about our membership tiers? Contact our Team.

Learn More about CEPA Membership