Welcome to New EPI Partner Firms


Welcome to New EPI Partner Firms

This past year the Exit Planning Institute community grew exponentially. With the addition of several new firms that approved the Certified Exit Planning Advisor (CEPA) credential, the designation remains the most approved credential in the field of exit planning in the world. … read more

NEW in 2021: Updated CEPA Membership Model

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.… read more

CEPA Masterclass Testimonials

Our CEPA Masterclasses provide a virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning.… read more

2021 New Year’s Resolutions

December 31st is the last day of 2020! What has been a whirlwind of a year will finally come to an end and hopefully we can look forward to only positive experiences in 2021.… read more

The Twelve Days of EPI Christmas

You have probably heard the classic Christmas song, “The 12 Days of Christmas” at least once in your lifetime. Partridges, Turtle Doves, French hens, Swans, and few other species of birds are just a few of the gifts brought to you by your “true love”. If you are like me, Marketing Coordinator Colleen Kowalski, and… read more