Certified Exit Planning Advisor (CEPA®) Member Benefits
Become the Most Valued Advisor through CEPA
The Certified Exit Planning Advisor (CEPA) is more than just a designation; it is a solution. CEPAs learn to apply the Value Acceleration Methodology™ and guide business owners and their families in aligning personal, financial, and business goals. Credentialed Membership is exclusively available to professional advisors who have obtained the CEPA designation. For CEPAs wishing to broaden their educational opportunities beyond Credentialed membership, Credentialed Plus offers many resources to enhance exit planning knowledge.
Credentialed Plus provides resources to keep you connected with the EPI community, enables you to market your skills, and empowers you to enhance your exit planning expertise.
At $995 Annually, With Credentialed Plus You Will Have Access To:
- Every benefit from the Credentialed Membership
- The CEPA designation
- The new Beyond CEPA implementation plan
- EPI and CEPA logos for personal branding
- EPI Content Portal, which includes Marketing and Business Development tools
- Access to CEPA Think Tank Events
- Professional development resources
- Monthly Member Round-Up emails
A Preview of Credentialed Plus Members' Exclusive Benefits:
Want to achieve the best outcomes for your business owner clients? Earn your CEPA designation today and take advantage of our Credentialed Membership offer.
At $395 Annually, With Credentialed Membership You Will Have Access To:
- The CEPA Credential
- Access to EPI and CEPA logos for personal branding
- Knowledge of the Value Acceleration Methodology
- Access to the EPI Member Center
- CEPA Think Tanks