Save on CEPA During the EPI Season of Deals

Save on CEPA During the EPI Season of Deals


Are you looking to expand your exit planning knowledge base and earn the industry-leading Certified Exit Planning Advisor (CEPA) credential? Treat yourself to our Save on CEPA Package! Want to become a master of exit planning and market yourself to owners in a more effective way? Our CEPA Mastery Bundle is here to give you the ultimate deal. 

Learn more about our Season of Deals packages below and treat yourself to an enhanced practice this year!

What is CEPA?

The Certified Exit Planning Advisor (CEPA) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn’t change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.

CEPA Scott Hiles shares, “Obtaining the CEPA credential has been one of the best investments I’ve made in my career, both for myself and our business owner clients. I would encourage new graduates of the CEPA program to be thoughtful about how they approach jumpstarting their Exit Planning practice.”

Save on CEPA Package

Save on CEPA
  • CEPA Online: Black Friday Price: $1,900 | Retail Price: $3,100
    • Package Includes: Any 2022 or 2023 CEPA Program

During our Season of Deals, we are offering our Certified Exit Planning Advisor (CEPA) programs for $1,200 off! Attend CEPA Online or travel to CEPA In-Person program. Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.

Package Includes:

Any 2022 or 2023 CEPA Program

Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.

Get this Deal!

CEPA Mastery Bundle

CEPA Mastery Bundle
  • CEPA Online: Black Friday Price: $2,200 | Retail Price: $4,000

Product Description: Earning the CEPA Credential is the first step in mastering exit planning. Save $1,780 when you bundle your CEPA program with a CEPA Exam Prep course and two additional EPI Academy programs: Implementing the 120-Day CEPA Playbook and Practice Launch Lite.

Package Includes:

Certified Exit Planning Advisor Credentialing Program + CEPA Exam Prep Course:

Through the CEPA credential, you will gain the knowledge needed to advance your exit planning practice, protect the value in your business, and engage more effectively with business owners.

The CEPA Exam Prep Course was developed to give you further opportunities for preparation specific to the CEPA Exam and to give you additional touchpoints live with your CEPA Faculty. This course is broken into three weekly sessions prior to the start of your CEPA program. These three sessions are in addition to the Pre-CEPA Onboarding Call that is offered to all attendees at no extra cost.

Implementing the 120-Day CEPA Playbook:

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.

Practice Launch Lite:

A virtual workshop with EPI leadership. Utilizing real-life consulting and exit planning firm, Aspire Management, to show advisors how to implement exit planning into their practices.

Get this Deal!

View All Season of Deals Packages

Ever wish Black Friday discounts were available longer than just one week in November? We expanded our Black Friday discounts for an entire Season of Deals! We have five incredible packages with over $6,900 in savings for our EPI Community. See all available Seasons of Deals Packages here!


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