Perfect for new CEPAs looking to build on what they learned while earning the credential. Receive the Conducting Effective Client Workshops and Value Growth Case Study courses for one discounted price.

Phase 1 of the Beyond CEPA path focuses on "Foundation and Implementation." This bundle offers four EPI Academy courses that are recommended to complete in this phase.

A one-stop-shop for professional advisors to get the education needed to be successful in the industry, and simultaneously help meet continuing education (CE) requirements for multiple credentials.  

A collection of five informative EPI Academy courses designed to provide any business owner or advisor with essential, yet introductory, concepts to exit planning and Value Acceleration.

A collection of four strategic EPI Academy courses designed to empower you with the essential skills and insights needed to excel when looking to implement exit planning and Value Acceleration into your advisory practice.

A collection of four strategic EPI Academy courses designed to empower you with the essential skills and insights needed to excel in your business development efforts as a professional advisor.

This bundle allows advisors to personalize their exit planning path. Select four EPI Academy courses of your choice and receive them all for one discounted price.