ADVISORS WE SERVE
See How the CEPA Credential has improved Real Advisor’s Practices
View stories from our CEPAs in a collection of case studies highlighting how the CEPA credential has changed their practice.
"It is a great distillation of value enhancers for almost any business. What I took the most out of though, was the team nature of providing services and how to best help on the personal side.”
"I have also worked to expand my network of professionals to team up with and refer with in the future. The CEPA® is a differentiator for me in my area of practice, which has already opened up some new opportunities."
"I am working, and have been for years, as a ‘Quarterback’. I have written about this process in many national publications. The process is going to supercharge my practice! A sincere thank you!!!”
"In addition, the materials and educational support I receive on an ongoing basis from EPI is far superior to other programs that specialize in this market."
"I loved the content, and incorporating CEPA advisory services is a direction I want to take my firm. I appreciate the process, methodology, and the EPI way of organizing the instruction and content. EPI has done an outstanding job with the CEPA program and I am proud to be part of this community for the opportunity to learn, collaborate, and be part of a wonderful group of professionals.”
"More importantly, this has given me better insight into the internal struggles many of these advisors face in making a movie in the first place. I have been in the space for over 20 years and feel like I am just now learning what to do."
BECOME A CEPA
Join the Certified Exit Planning Advisor Community today!