EPI ACADEMY COURSES
Build, explore, and master new exit planning skills with online classes taught by industry pros
Access the Education
Basics of
Value Acceleration
This course was created as an introduction to exit planning for both business owners and advisors. Kickstart your exit planning education.
Team Building: Defining Well Functioning Teams
Gain a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.
Implementing the 120-Day CEPA Playbook
Lay the foundation for implementing the training, tools, and knowledge gained in the CEPA program into your practice.
Determining Enterprise
Value
What’s your business worth in the open market? Discover the language, terminology, and numbers involved in the business valuation process, and how they are applied in real-life scenarios.
Practice
Launch Lite
It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.
Marketing for the Professional Advisor Masterclass
This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.
CEPA Program
Exam Prep
What is the secret to passing your Certified Exit Planning Advisor (CEPA) Exam? It's as simple as understanding what you need to know on exam day and this course will help you discover that.